ESOP · DOL Form 5500 · 2024

Barry Isett & Associates Inc ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
254
Participants Below avg headcount
46th
Percentile by assets National rank
$25,095
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barry Isett & Associates Inc Employee Stock Ownership Plan · Sponsored by Barry Isett & Associates Inc · Pennsylvania · Professional & Technical Services

$6M in assets, 254 participants

Barry Isett & Associates Inc's Barry Isett & Associates Inc Employee Stock Ownership Plan reported $6M in total assets and 254 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,970 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Barry Isett & Associates Inc Employee Stock Ownership Plan covers 254 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#8,970
in Professional & Technical Services (20,173 peers)
+70.1%
assets growth YoY

Barry Isett & Associates Inc Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Barry Isett & Associates Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$6,374,031 46th percentile higher than 46% 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

Barry Isett & Associates Inc Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barry Isett & Associates Inc Employee Stock Ownership Plan sits mid-pack in the medium band (254 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barry Isett & Associates Inc Employee Stock Ownership Plan reported net income rose from $715K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Barry Isett & Associates Inc Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Barry Isett & Associates Inc Employee Stock Ownership Plan reported participants rose from 249 in the plan year 2023 filing to 254 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 232489372 · Barry Isett & Associates Inc PY 2024 · ESOP

Barry Isett & Associates Inc Employee Stock Ownership Plan · $6M · 254 · 46th

  • NET $6M
  • NET 254
  • NET 46th
  • NET ESOP
  • NET near Pool Covers, Inc. Employee Stock Ownership Trust
  • NET ind #8970

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 Pennsylvania →

Barry Isett & Associates Inc Employee Stock Ownership Plan in the asset neighbourhood

Pool Covers, Inc. Employee Stock Ownership TrustPool Covers, Inc. Employee S…$6MSb Financial Group Employee Stock Ownership PlanSb Financial Group Employee …$6MBarry Isett & Associates Inc Employee Stock Ownership PlanBarry Isett & Associates Inc…$6MAir Products Equipment Company Employee Stock Ownership PlanAir Products Equipment Compa…$6MDiamond Ridge Development Corporation Employee Stock Ownership PlanDiamond Ridge Development Co…$6M
End-of-year total assets ($M) among Barry Isett & Associates Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN232489372
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barry Isett & Associates Inc)

Sponsor-wide plan assets over time

All Barry Isett & Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$30M 48.47817288141276% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20M $29.8M ▲ +48.5%
Year Plans Participants Total Assets
2022 2 443 $20M
2023 2 489 $25M
2024 2 497 $30M

Nearby ESOP Plans in Pennsylvania

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

Barry Isett & Associates Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Barry Isett & Associates Inc Employee Stock Ownership Plan, Total assets ($B): 0.006374031 · Participants: 254Barry Isett & Associates Inc Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Barry Isett & Associates Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Barry Isett & Associates Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Barry Isett & Associates Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Pool Covers, Inc. Employee Stock Ownership Trust in CA ($6M); by covered participants it is The Farmers and Merchants Bankshares, Inc. Employee Stock Ownership Plan in AR (254 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (254 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 Barry Isett & Associates Inc Employee Stock Ownership Plan assets move in 2024? ▼
Barry Isett & Associates Inc Employee Stock Ownership Plan surged - up 70.1% during 2024, from $4M to $6M. Reported net income was $3M.
How have Barry Isett & Associates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barry Isett & Associates Inc's sponsor-wide assets grew 48.5%, from $20M to $30M.
Which ESOP plans are similar in size to Barry Isett & Associates Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pool Covers, Inc. Employee Stock Ownership Trust in CA ($6M, 58 participants).
Which ESOP plans cover a similar participant headcount to Barry Isett & Associates Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Farmers and Merchants Bankshares, Inc. Employee Stock Ownership Plan in AR (254 participants, $11M 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 232489372.

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.