ESOP · DOL Form 5500 · 2023
Bardons & Oliver, Inc. ESOP
Data updated 2026-08-25
- $118K
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $2,959
- Avg per participant Low balance/head
Official DOL plan name: Bardons & Oliver, Inc. Employee Stock Ownership Plan · Sponsored by Bardons & Oliver, Inc. · Ohio · Manufacturing
$118K in assets, 40 participants
Bardons & Oliver, Inc.'s Bardons & Oliver, Inc. Employee Stock Ownership Plan reported $118K in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.
- #534 in Manufacturing (18,722 peers)
2023 asset change
Bardons & Oliver, Inc. Employee Stock Ownership Plan contracted severely 32.5% in 2023 ($175K → $118K) for 40 participants.
- #534
- in Manufacturing (18,722 peers)
- -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.
Bardons & Oliver, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Bardons & Oliver, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$118,365 7th percentile higher than 7% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bardons & Oliver, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bardons & Oliver, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 311254138 · Bardons & Oliver, Inc. PY 2023 · ESOP
Bardons & Oliver, Inc. Employee Stock Ownership Plan · $118K · 40 · 7th
- VS-ST $118K
- BOY 40
- SCH 7th
- EBSA ESOP
- PART near Advanced Health Services, Inc. Employee Stock Ownership Plan
- TYPE ind #534
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 Ohio →
Bardons & Oliver, Inc. Employee Stock Ownership Plan in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $175K |
|---|---|
| Net Assets (End of Year) | $35K |
| Net Income | -$41K |
| Employer EIN | 311254138 |
| Plan Effective Date | 1996-12-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Bardons & Oliver, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Advanced Health Services, Inc. Employee Stock Ownership Plan in IL ($118K); by covered participants it is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118K here).
Similar participant headcount
Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.