Bardons & Oliver, Inc. Employee Stock Ownership Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Bardons & Oliver, Inc. · Ohio · Manufacturing
What the 2023 filing shows
Bardons & Oliver, Inc. Employee Stock Ownership Plan holds $118K for 40 participants — about $2,959 per participant, down 32.5% over the 2023 plan year.
- $118K
- total plan assets (2023 EOY)
- 40
- covered participants
- $2,959
- avg assets per participant
- -32.5%
- assets change YoY
The plan reported a net loss of $41K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Bardons & Oliver, Inc. Employee Stock Ownership Plan
Bardons & Oliver, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Bardons & Oliver, Inc., headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $118K in total end-of-year assets and covers 40 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 311254138, and the plan has been effective since 1996-12-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $175K at the beginning of 2023 to $118K at year-end — a decline of 32.5%. Net assets (after liabilities) closed the year at $35K, with reported net income of $-40,878 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $175K |
| Total Assets (End of Year) | $118K |
| Net Assets (End of Year) | $35K |
| Net Income | $-40,878 |
| Plan Type | Other |
| Employer EIN | 311254138 |
| Plan Effective Date | 1996-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans — same state, same plan type — ranked by total assets.
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
- Laborers District Council & Contractors Pension Fund of Ohio $2.7B · 14,152
- The Goodyear Tire & Rubber Company 1950 Pension Plan $2.3B · 2,309
- Macys Inc Cash Account Pension Plan $2.0B · 18,751
- Iron Workers District Council of So Oh & Vicinity Pension Trust $1.0B · 2,992
Related Data
Guides
Frequently Asked Questions
How much money is in the Bardons & Oliver, Inc. Employee Stock Ownership Plan? ▼
What type of plan is Bardons & Oliver, Inc. Employee Stock Ownership Plan? ▼
Who sponsors the Bardons & Oliver, Inc. Employee Stock Ownership Plan? ▼
How did Bardons & Oliver, Inc. Employee Stock Ownership Plan perform in 2023? ▼
Where can I find official filings for Bardons & Oliver, Inc. Employee Stock Ownership Plan? ▼
How does Bardons & Oliver, Inc. Employee Stock Ownership Plan compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 311254138.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.