ESOP · DOL Form 5500 · 2024
The Bradford Group, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 593
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $6,749
- Avg per participant Low balance/head
Official DOL plan name: The Bradford Group, Inc. Employee Stock Ownership Plan · Sponsored by The Bradford Group, Inc. · Illinois · Retail Trade
$4M in assets, 593 participants
The Bradford Group, Inc.'s The Bradford Group, Inc. Employee Stock Ownership Plan reported $4M in total assets and 593 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #3,971 in Retail Trade (8,048 peers)
The Bradford Group, Inc. multi-year trail
The Bradford Group, Inc.'s plans moved -24.9% in assets from 2022 to 2024; this filing shows The Bradford Group, Inc. Employee Stock Ownership Plan at $4M / 593 participants.
- #3,971
- in Retail Trade (8,048 peers)
- -75.3%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Bradford Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
The Bradford Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,002,042 38th percentile higher than 38% 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
The Bradford Group, 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. The Bradford Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (593 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Bradford Group, Inc. Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- The Bradford Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $16M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Bradford Group, Inc. Employee Stock Ownership Plan reported participants fell from 669 in the plan year 2023 filing to 593 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 510370495 · The Bradford Group, Inc. PY 2024 · ESOP
The Bradford Group, Inc. Employee Stock Ownership Plan · $4M · 593 · 38th
- NET $4M
- BOOK 593
- VS-ST 38th
- BOY ESOP
- SCH near Beta Technology, Inc. Employee Stock Ownership Plan
- EBSA ind #3971
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 Illinois →
The Bradford Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood
The Bradford Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Bradford Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 24.93779580518843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 675 | $5M |
| 2023 | 1 | 669 | $16M |
| 2024 | 1 | 593 | $4M |
The Bradford Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | -$66M |
| Net Income | -$5M |
| Employer EIN | 510370495 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
The Bradford Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Beta Technology, Inc. Employee Stock Ownership Plan in TX ($4M); by covered participants it is Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan in MD (594 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (593 participants); asset peers above are excluded.
- Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan (MD) 594 · 1 off
- Worth & Company, Inc. Employee Stock Ownership Plan (PA) 592 · 1 off
- Zimmerman Associates, Inc. Employee Stock Ownership Plan (VA) 590 · 3 off
- Telligen, Inc. Employee Stock Ownership Plan (IA) 597 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.