ESOP · DOL Form 5500 · 2024

Baesop Holding Company ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
73
Participants Small participant base
66th
Percentile by assets National rank
$222,087
Avg per participant Above avg balance/head
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Official DOL plan name: The Party Source Employee Stock Ownership Plan · Sponsored by Baesop Holding Company · Kentucky · Management of Enterprises

$16M in assets, 73 participants

Baesop Holding Company's The Party Source Employee Stock Ownership Plan reported $16M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #542 in Management of Enterprises (1,133 peers)

What the 2024 filing shows

The Party Source Employee Stock Ownership Plan holds $16M for 73 participants - about $222,087 per participant, above the median plan by assets.

#542
in Management of Enterprises (1,133 peers)
-0.4%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Party Source Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

The Party Source Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,212,372 Top 34% higher than 66% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Party Source Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Party Source Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Party Source Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$34K in the plan year 2024 filing.
  • The Party Source Employee Stock Ownership Plan reported participants fell from 76 in the plan year 2023 filing to 73 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 921022905 · Baesop Holding Company PY 2024 · ESOP

The Party Source Employee Stock Ownership Plan · $16M · 73 · 66th

  • BOOK $16M
  • VS-ST 73
  • BOY 66th
  • SCH ESOP
  • EBSA near Lee Machinery Movers, Inc. Employee Stock Ownership Plan
  • PART ind #542

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 Kentucky →

The Party Source Employee Stock Ownership Plan in the asset neighbourhood

Bremer Financial Corporation Employee Stock Ownership PlanBremer Financial Corporation…$16MBridge Community Bank ESOP$16MLee Machinery Movers, Inc. Employee Stock Ownership PlanLee Machinery Movers, Inc. E…$16MThe Party Source Employee Stock Ownership PlanThe Party Source Employee St…$16MSpeed Wrench, Inc. Employee Stock Ownership PlanSpeed Wrench, Inc. Employee …$16M
End-of-year total assets ($M) among The Party Source Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income-$34K
Employer EIN921022905
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baesop Holding Company)

Sponsor-wide plan assets over time

All Baesop Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 9.533284869187343% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.8M $16.2M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 57 $15M
2023 1 76 $16M
2024 1 73 $16M

Nearby ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Party Source Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants The Party Source Employee Stock Ownership Plan, Total assets ($B): 0.016212372 · Participants: 73The Party Source Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
The Party Source Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare The Party Source Employee Stock Ownership Plan side-by-side with 3 peers →

The Party Source Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Lee Machinery Movers, Inc. Employee Stock Ownership Plan in MI ($16M); by covered participants it is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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.

Frequently Asked Questions

How did The Party Source Employee Stock Ownership Plan assets move in 2024? ▼
The Party Source Employee Stock Ownership Plan held essentially flat - down 0.4% during 2024, from $16M to $16M. Reported net income was -$34K.
How have Baesop Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baesop Holding Company's sponsor-wide assets grew 9.5%, from $15M to $16M.
Which ESOP plans are similar in size to The Party Source Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lee Machinery Movers, Inc. Employee Stock Ownership Plan in MI ($16M, 47 participants).
Which ESOP plans cover a similar participant headcount to The Party Source Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (73 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 921022905.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.