ESOP · DOL Form 5500 · 2024

E Besler & Company ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
15
Participants Small participant base
57th
Percentile by assets National rank
$701,567
Avg per participant High balance/head
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Official DOL plan name: E. Besler & Co. Employee Stock Ownership Plan · Sponsored by E Besler & Company · Illinois · Transportation & Warehousing

$11M in assets, 15 participants

E Besler & Company's E. Besler & Co. Employee Stock Ownership Plan reported $11M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,915 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

E. Besler & Co. Employee Stock Ownership Plan holds $11M for 15 participants - about $701,567 per participant, above the median plan by assets.

#1,915
in Transportation & Warehousing (3,299 peers)
+5.7%
assets growth YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E. Besler & Co. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

E. Besler & Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,523,510 Top 43% higher than 57% 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

E. Besler & Co. 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. E. Besler & Co. Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • E. Besler & Co. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
  • E. Besler & Co. Employee Stock Ownership Plan reported participants fell from 16 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • E. Besler & Co. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 367216437 · E Besler & Company PY 2024 · ESOP

E. Besler & Co. Employee Stock Ownership Plan · $11M · 15 · 57th

  • PCT $11M
  • EIN 15
  • RANK 57th
  • PHOTO ESOP
  • IND near Ferguson Pape Baldwin Architects Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #1915

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 →

E. Besler & Co. Employee Stock Ownership Plan in the asset neighbourhood

Podmore Manufacturing, Inc. Employee Stock Ownership PlanPodmore Manufacturing, Inc. …$11MCdi Services, Inc. Employee Stock Ownership Plan & TrustCdi Services, Inc. Employee …$11ME. Besler & Co. Employee Stock Ownership PlanE. Besler & Co. Employee Sto…$11MFerguson Pape Baldwin Architects Inc. Employee Stock Ownership Plan and TrustFerguson Pape Baldwin Archit…$11MThe Nevell Group, Inc. Employee Stock Ownership PlanThe Nevell Group, Inc. Emplo…$11M
End-of-year total assets ($M) among E. Besler & Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$4M
Net Income-$6M
Employer EIN367216437
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E Besler & Company)

Sponsor-wide plan assets over time

All E Besler & Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 5.684013986209221% vs 2023
2024 filing year
$9.8M$10M$10.2M$10.4M$10.6M 20232024 $9.96M $10.5M ▲ +5.6%
Year Plans Participants Total Assets
2023 1 16 $10M
2024 1 15 $11M

Nearby ESOP Plans in Illinois

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

E. Besler & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants E. Besler & Co. Employee Stock Ownership Plan, Total assets ($B): 0.01052351 · Participants: 15E. Besler & Co. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
E. Besler & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

E. Besler & Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Ferguson Pape Baldwin Architects Inc. Employee Stock Ownership Plan and Trust in CA ($11M); by covered participants it is Battery-Biz Employee Stock Ownership Plan in CA (15 participants). Same-state nearby plans are listed separately above.

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 E. Besler & Co. Employee Stock Ownership Plan assets move in 2024?
E. Besler & Co. Employee Stock Ownership Plan grew at a solid clip - up 5.7% during 2024, from $10M to $11M. Reported net income was -$6M.
How have E Besler & Company plan assets changed over time?
Across 2 plan years on file (2023-2024), E Besler & Company's sponsor-wide assets grew 5.7%, from $10M to $11M.
Which ESOP plans are similar in size to E. Besler & Co. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Ferguson Pape Baldwin Architects Inc. Employee Stock Ownership Plan and Trust in CA ($11M, 40 participants).
Which ESOP plans cover a similar participant headcount to E. Besler & Co. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Battery-Biz Employee Stock Ownership Plan in CA (15 participants, N/A in assets).