ESOP · DOL Form 5500 · 2024
Babich & Associates, Inc. ESOP
Data updated 2026-08-25
- $351K
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $10,974
- Avg per participant Low balance/head
Official DOL plan name: Babich & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Babich & Associates, Inc. · Texas · Administrative & Support Services
$351K in assets, 32 participants
Babich & Associates, Inc.'s Babich & Associates, Inc. Employee Stock Ownership Plan reported $351K in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #1,499 in Administrative & Support Services (4,368 peers)
Babich & Associates, Inc. multi-year trail
Babich & Associates, Inc.'s plans moved -78.3% in assets from 2022 to 2024; this filing shows Babich & Associates, Inc. Employee Stock Ownership Plan at $351K / 32 participants.
- #1,499
- in Administrative & Support Services (4,368 peers)
- -36.0%
- assets change YoY
The plan reported a net loss of $271K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Babich & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Babich & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$351,175 15th percentile higher than 15% 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
Babich & Associates, Inc. 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. Babich & Associates, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Babich & Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$580K in the plan year 2023 filing to -$271K in the plan year 2024 filing.
- Babich & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $549K in the plan year 2023 filing to $351K in the plan year 2024 filing.
- Babich & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2023 filing to 32 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 752250032 · Babich & Associates, Inc. PY 2024 · ESOP
Babich & Associates, Inc. Employee Stock Ownership Plan · $351K · 32 · 15th
- BOOK $351K
- VS-ST 32
- BOY 15th
- SCH ESOP
- EBSA near Professional Fabricating Inc. Employee Stock Ownership Plan
- PART ind #1499
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 Texas →
Babich & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Babich & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Babich & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $351K 78.32253086419753% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $2M |
| 2023 | 1 | 37 | $549K |
| 2024 | 1 | 32 | $351K |
Babich & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $549K |
|---|---|
| Net Assets (End of Year) | -$4M |
| Net Income | -$271K |
| Employer EIN | 752250032 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
- Highland Homes Employee Stock Ownership Plan $983M · 891
- Austin Industries Employee Stock Ownership Plan $527M · 7,703
- Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350
Babich & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Professional Fabricating Inc. Employee Stock Ownership Plan in MI ($351K); by covered participants it is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($351K here).
Similar participant headcount
Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.
- Apache Pipelines, Inc. Employee Stock Ownership Plan (AZ) 32 · 0 off
- Thermal Technologies, Inc. Employee Stock Ownership Plan (WI) 32 · 0 off
- Citizen Auto Stage Company Employee Stock Ownership Plan and Trust (AZ) 32 · 0 off
- Emp Technology Group, Inc. Employee Stock Ownership Plan and Trust (IN) 32 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.