ESOP · DOL Form 5500 · 2024

Barr Brands International, Inc. ESOP

Data updated 2026-07-24

$470M
Total assets: 403
Participants: 97th
Percentile by assets: $1.2M
Avg per participant

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.

97th percentile by assets (of 116,472 plans)

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 ~1,122 per filing). Assets: $470M.

$470M
total plan assets (2024 EOY): 403
covered participants: 97th
percentile by assets (of 116,472 plans): $1.2M
avg assets per participant

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 →

State

Tennessee

Industry

Manufacturing

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,122 participants across 2,228 plans. Barr Brands International Amended and Restated Employee Stock Ownership Plan reports 403 participants - about 36% of that state average ($470M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)	$427M
Net Assets (End of Year)	$401M
Net Income	$46M
Employer EIN	461120364
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Barr Brands International, Inc.)

Total plan assets by year, all Barr Brands International, Inc. plans on file

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

Zander Group Holdings, Inc. Employee Stock Ownership Plan $247M · 201
National Health Corp Leveraged Employee Stock Ownership Plan $168M · 1,385
3ls, Inc. Employee Stock Ownership Plan $143M · 515
Smith Seckman Reid, Inc. Employee Stock Ownership Plan $116M · 507
The Chase Construction Group Employee Stock Ownership Plan $93M · 72

Compare Barr Brands International Amended and Re… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Barr Brands International Amended and Restated Employee Stock Ownership Plan by total assets, not by location.

Paridise Holdings, Inc. Employee Stock Ownership Plan (CA) $467M · 289
Central States, Inc. Employee Stock Ownership Plan (AR) $476M · 1,400
Ablenet, Inc. Employee Stock Ownership Plan (MN) $460M · 134
Cleveland Steel Container Corporation Employee Stock Ownership Plan (OH) $485M · 415

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 116,472 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 Paridise Holdings, Inc. Employee Stock Ownership Plan in CA ($467M, 289 participants).

Next read for Barr Brands International Amended and Re…

Filing takeaways

Ways to act on Barr Brands International Amended and Restated Employee Stock Ownership Plan's numbers.

By total assets, Barr Brands International Amended and Restated Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
Barr Brands International, Inc.'s sponsor-wide assets have grown 6.6% since 2022 across 3 plan years on file. More Manufacturing plans

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.