ESOP · DOL Form 5500 · 2024
23, Ltd. ESOP
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $243,149
- Avg per participant Above avg balance/head
Official DOL plan name: Bradsby Group Employee Stock Ownership Plan · Sponsored by 23, Ltd. · Colorado · Administrative & Support Services
$21M in assets, 85 participants
23, Ltd.'s Bradsby Group Employee Stock Ownership Plan reported $21M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #3,700 in Administrative & Support Services (4,368 peers)
23, Ltd. multi-year trail
23, Ltd.'s plans moved -16.3% in assets from 2022 to 2024; this filing shows Bradsby Group Employee Stock Ownership Plan at $21M / 85 participants.
- #3,700
- in Administrative & Support Services (4,368 peers)
- -3.4%
- assets change YoY
The plan reported a net loss of $217K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bradsby Group Employee Stock Ownership Plan's outsized position by total assets
Bradsby Group Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,667,689 Top 29% higher than 71% 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
Bradsby Group 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. Bradsby Group Employee Stock Ownership Plan is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bradsby Group Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to -$217K in the plan year 2024 filing.
- Bradsby Group Employee Stock Ownership Plan end-of-year assets fell from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Bradsby Group Employee Stock Ownership Plan reported participants rose from 83 in the plan year 2023 filing to 85 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 840590420 · 23, Ltd. PY 2024 · ESOP
Bradsby Group Employee Stock Ownership Plan · $21M · 85 · 71st
- EOY $21M
- EOY 85
- EOY 71st
- EOY ESOP
- EOY near Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan
- EOY ind #3700
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 Colorado →
Bradsby Group Employee Stock Ownership Plan in the asset neighbourhood
23, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All 23, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 16.276789663211957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $25M |
| 2023 | 1 | 83 | $21M |
| 2024 | 1 | 85 | $21M |
23, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$217K |
| Employer EIN | 840590420 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $625M · 597
- Trinidad Benham Corp. Employee Stock Ownership Plan $341M · 1,027
- Envision Management Holding, Inc. Employee Stock Ownership Plan $284M · 1,205
- Brown Strauss, Inc. Employee Stock Ownership Plan $160M · 233
- Hercules Industries, Inc. Employee Stock Ownership Plan $108M · 463
Bradsby Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan in IN ($21M); by covered participants it is Barton Associates, Inc. Employee Stock Ownership Plan in PA (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan (IN) $21M · 60
- Speer Industries Employee Stock Ownership Plan (OH) $21M · 33
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan (SC) $21M · 31
- Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan (AR) $21M · 183
Similar participant headcount
Nearest other-state filings by covered participants (85 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.