ESOP · DOL Form 5500 · 2024
Branca Holdings, Inc. ESOP
Data updated 2026-08-25
- $171K
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $3,055
- Avg per participant Low balance/head
Official DOL plan name: Branca Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Branca Holdings, Inc. · Missouri · Other Services
$171K in assets, 56 participants
Branca Holdings, Inc.'s Branca Holdings, Inc. Employee Stock Ownership Plan and Trust reported $171K in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 9th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,551 in Other Services (7,719 peers)
2024 asset change
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust declined sharply 18.0% in 2024 ($208K → $171K) for 56 participants.
- #1,551
- in Other Services (7,719 peers)
- -18.0%
- assets change YoY
The plan reported a net loss of $37K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$171,053 9th percentile higher than 9% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Branca Holdings, Inc. Employee Stock Ownership Plan and Trust is a small filing (56 participants) on this national headcount ladder.
DOL schedule card
Filing strip 824174550 · Branca Holdings, Inc. PY 2024 · ESOP
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust · $171K · 56 · 9th
- TYPE $171K
- TYPE 56
- TYPE 9th
- TYPE ESOP
- TYPE near Kenco Construction, Inc. Employee Stock Ownership Plan
- TYPE ind #1551
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Missouri →
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $208K |
|---|---|
| Net Assets (End of Year) | $171K |
| Net Income | -$37K |
| Employer EIN | 824174550 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
- Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
- Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
- Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
- Emery Sapp Employee Stock Ownership Plan $400M · 2,184
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Kenco Construction, Inc. Employee Stock Ownership Plan in WA ($172K); by covered participants it is Admix, Inc. Employee Stock Ownership Plan in NH (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171K here).
Similar participant headcount
Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.