ESOP · DOL Form 5500 · 2024

Bhs Eugene, Inc. ESOP

Data updated 2026-08-25

$51K
Total assets Small plan by assets
25
Participants Small participant base
4th
Percentile by assets National rank
$2,045
Avg per participant Low balance/head
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Official DOL plan name: Bhs Employee Stock Ownership Plan · Sponsored by Bhs Eugene, Inc. · Oregon · Retail Trade

$51K in assets, 25 participants

Bhs Eugene, Inc.'s Bhs Employee Stock Ownership Plan reported $51K in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 4th 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.

  • #470 in Retail Trade (8,048 peers)

Bhs Eugene, Inc. multi-year trail

Bhs Eugene, Inc.'s plans moved -92.6% in assets from 2022 to 2024; this filing shows Bhs Employee Stock Ownership Plan at $51K / 25 participants.

#470
in Retail Trade (8,048 peers)
-21.7%
assets change YoY

Bhs Employee Stock Ownership Plan among the smaller filed plans by assets

Bhs Employee Stock Ownership Plan vs every filed plan by assets

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

$51,131 4th percentile higher than 4% 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

Bhs 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. Bhs Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bhs Employee Stock Ownership Plan reported net income rose from -$254K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bhs Employee Stock Ownership Plan end-of-year assets fell from $65K in the plan year 2023 filing to $51K in the plan year 2024 filing.
  • Bhs Employee Stock Ownership Plan reported participants fell from 31 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 203562579 · Bhs Eugene, Inc. PY 2024 · ESOP

Bhs Employee Stock Ownership Plan · $51K · 25 · 4th

  • 5500 $51K
  • 5500 25
  • 5500 4th
  • 5500 ESOP
  • 5500 near Lab-Aids, Inc. Employee Stock Ownership Plan
  • 5500 ind #470

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 Oregon →

Bhs Employee Stock Ownership Plan in the asset neighbourhood

Bhs Employee Stock Ownership PlanBhs Employee Stock Ownership…$51KLab-Aids, Inc. Employee Stock Ownership PlanLab-Aids, Inc. Employee Stoc…$51KSomerset Tire Service Employee Stock Ownership PlanSomerset Tire Service Employ…$51KStephens Manufacturing Employee Stock Ownership PlanStephens Manufacturing Emplo…$52KC & E Services, Inc. Employee Stock Ownership PlanC & E Services, Inc. Employe…$50K
End-of-year total assets ($M) among Bhs Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bhs Eugene, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bhs Eugene, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51K 92.63630419692208% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.69M $0.05M ▼ -92.8%
Year Plans Participants Total Assets
2022 1 26 $694K
2023 1 31 $65K
2024 1 25 $51K

Bhs Eugene, Inc. filing trail (2024)

Total Assets (Beginning of Year)$65K
Net Assets (End of Year)-$7M
Net Income$1M
Employer EIN203562579
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Bhs Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants Bhs Employee Stock Ownership Plan, Total assets ($M): 0.051131 · Participants: 25Bhs Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Bhs Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Bhs Employee Stock Ownership Plan side-by-side with 3 peers →

Bhs Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Lab-Aids, Inc. Employee Stock Ownership Plan in NY ($51K); by covered participants it is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Bhs Employee Stock Ownership Plan assets move in 2024? ▼
Bhs Employee Stock Ownership Plan declined sharply - down 21.7% during 2024, from $65K to $51K. Reported net income was $1M.
How have Bhs Eugene, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bhs Eugene, Inc.'s sponsor-wide assets declined 92.6%, from $694K to $51K.
Where does Bhs Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bhs Employee Stock Ownership Plan ranks in the 4th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Bhs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lab-Aids, Inc. Employee Stock Ownership Plan in NY ($51K, 16 participants).
Which ESOP plans cover a similar participant headcount to Bhs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants, $2M 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 203562579.

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.