ESOP · DOL Form 5500 · 2024

Barr Brands International, Inc. ESOP

Data updated 2026-08-25

$470M
Total assets Above avg plan size
403
Participants Below avg headcount
97th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Barr Brands International Amended and Restated Employee Stock Ownership Plan · Sponsored by Barr Brands International, Inc. · Tennessee · Manufacturing

$470M in assets, 403 participants

Barr Brands International, Inc.'s Barr Brands International Amended and Restated Employee Stock Ownership Plan reported $470M in total assets and 403 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #16,944 in Manufacturing (17,777 peers)

Coverage in Tennessee

Barr Brands International Amended and Restated Employee Stock Ownership Plan covers 403 participants in Tennessee, about 36% of the average Tennessee filer (state average ~1,126 per filing). Assets: $470M.

#16,944
in Manufacturing (17,777 peers)
+10.2%
assets growth YoY
4.7×
vs typical plan assets (national mean)

Barr Brands International Amended and Restated Employee Stock Ownership Plan's outsized position by total assets

Barr Brands International Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets

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

$470,413,823 Top 3% higher than 97% 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

Barr Brands International Amended and Restated 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. Barr Brands International Amended and Restated Employee Stock Ownership Plan sits mid-pack in the medium band (403 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barr Brands International Amended and Restated Employee Stock Ownership Plan reported net income rose from -$20M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Barr Brands International Amended and Restated Employee Stock Ownership Plan end-of-year assets rose from $427M in the plan year 2023 filing to $470M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 461120364 · Barr Brands International, Inc. PY 2024 · ESOP

Barr Brands International Amended and Restated Employee Stock Ownership Plan · $470M · 403 · 97th

  • EBSA $470M
  • EBSA 403
  • EBSA 97th
  • EBSA ESOP
  • EBSA near Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP
  • EBSA ind #16944

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 Tennessee →

Barr Brands International Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood

Precision, Inc. Employee Stock Ownership Plan and TrustPrecision, Inc. Employee Sto…$473MForce America Inc. Employee Stock Ownership PlanForce America Inc. Employee …$473MBarr Brands International Amended and Restated Employee Stock Ownership PlanBarr Brands International Am…$470MPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPPacific Hide & Fur Depot D/B…$469MParidise Holdings, Inc. Employee Stock Ownership PlanParidise Holdings, Inc. Empl…$467M
End-of-year total assets ($M) among Barr Brands International Amended and Restated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$427M
Net Assets (End of Year)$401M
Net Income$46M
Employer EIN461120364
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barr Brands International, Inc.)

Sponsor-wide plan assets over time

All Barr Brands International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$495M 6.551790815924624% vs 2022
2024 filing year
$440M$460M$480M$500M 202220232024 $464M $495M ▲ +6.6%
Year Plans Participants Total Assets
2022 2 632 $464M
2023 2 775 $445M
2024 2 804 $495M

Nearby ESOP Plans in Tennessee

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

Barr Brands International Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Barr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership PlanThe Chase Construction Group Employee Stock Ownership Plan, Total assets ($M): 92.827627 · Participants: 72The Chase Construction Group Employee Stock Ownership Plan
Barr Brands International Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Barr Brands International Amended and Restated Employee Stock Ownership Plan side-by-side with 3 peers →

Barr Brands International Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP in MT ($469M); by covered participants it is Web Industries, Inc. Employee Stock Ownership Plan in MA (403 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (403 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 Barr Brands International Amended and Restated Employee Stock Ownership Plan assets move in 2024? ▼
Barr Brands International Amended and Restated Employee Stock Ownership Plan grew at a solid clip - up 10.2% during 2024, from $427M to $470M. Reported net income was $46M.
How have Barr Brands International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barr Brands International, Inc.'s sponsor-wide assets grew 6.6%, from $464M to $495M.
Where does Barr Brands International Amended and Restated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Barr Brands International Amended and Restated Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Barr Brands International Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP in MT ($469M, 968 participants).
Which ESOP plans cover a similar participant headcount to Barr Brands International Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Web Industries, Inc. Employee Stock Ownership Plan in MA (403 participants, $90M 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 461120364.

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.