ESOP · DOL Form 5500 · 2024

Bios Companies Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
683
Participants Below avg headcount
67th
Percentile by assets National rank
$24,275
Avg per participant Low balance/head
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Official DOL plan name: Bios Companies, Inc. Employee Stock Ownership Plan · Sponsored by Bios Companies Inc. · Oklahoma · Healthcare & Social Assistance

$17M in assets, 683 participants

Bios Companies Inc.'s Bios Companies, Inc. Employee Stock Ownership Plan reported $17M in total assets and 683 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,093 in Healthcare & Social Assistance (16,916 peers)

Bios Companies Inc. multi-year trail

Bios Companies Inc.'s plans moved +1081.4% in assets from 2023 to 2024; this filing shows Bios Companies, Inc. Employee Stock Ownership Plan at $17M / 683 participants.

#12,093
in Healthcare & Social Assistance (16,916 peers)
+196.9%
assets growth YoY

Bios Companies, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bios Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,580,000 Top 33% higher than 67% 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

Bios Companies, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bios Companies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (683 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bios Companies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Bios Companies, Inc. Employee Stock Ownership Plan reported net income rose from -$28M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Bios Companies, Inc. Employee Stock Ownership Plan reported participants fell from 794 in the plan year 2023 filing to 683 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 030459708 · Bios Companies Inc. PY 2024 · ESOP

Bios Companies, Inc. Employee Stock Ownership Plan · $17M · 683 · 67th

  • 5500 $17M
  • 5500 683
  • 5500 67th
  • 5500 ESOP
  • 5500 near Solomon Colors, Inc. Employee Stock Ownership Plan
  • 5500 ind #12093

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 Oklahoma →

Bios Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Material Motion, Inc. Employee Stock Ownership PlanMaterial Motion, Inc. Employ…$17MLemberg Electric Company, Inc. Employee Stock Ownership PlanLemberg Electric Company, In…$17MBios Companies, Inc. Employee Stock Ownership PlanBios Companies, Inc. Employe…$17MSolomon Colors, Inc. Employee Stock Ownership PlanSolomon Colors, Inc. Employe…$17MHeartland Security Insurance Group ESOP PlanHeartland Security Insurance…$17M
End-of-year total assets ($M) among Bios Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bios Companies Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bios Companies Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 1081.4049481283616% vs 2023
2024 filing year
$0M$5M$10M$15M$20M 20232024 $1.49M $17.6M ▲ +1080.5%
Year Plans Participants Total Assets
2023 1 794 $1M
2024 2 1,359 $18M

Bios Companies Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$9M
Net Income$11M
Employer EIN030459708
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Bios Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0100200300400 Total assets ($M) Participants Bios Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 16.58 · Participants: 683Bios Companies, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 293.39846 · Participants: 1287Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 250.621974 · Participants: 65International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 169.059478 · Participants: 1300Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 159.065318 · Participants: 1860Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.442225 · Participants: 172Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Bios Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Bios Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bios Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Solomon Colors, Inc. Employee Stock Ownership Plan in IL ($17M); by covered participants it is Chatsworth Products, Inc Employee Stock Ownership Plan in CA (683 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (683 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 Bios Companies, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bios Companies, Inc. Employee Stock Ownership Plan surged - up 196.9% during 2024, from $6M to $17M. Reported net income was $11M.
How have Bios Companies Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bios Companies Inc.'s sponsor-wide assets grew 1081.4%, from $1M to $18M.
Which ESOP plans are similar in size to Bios Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Solomon Colors, Inc. Employee Stock Ownership Plan in IL ($17M, 148 participants).
Which ESOP plans cover a similar participant headcount to Bios Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chatsworth Products, Inc Employee Stock Ownership Plan in CA (683 participants, $149M 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 030459708.

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.