ESOP · DOL Form 5500 · 2024

Barclay Water Treatment Co., Inc. ESOP

Data updated 2026-08-25

$37M
Total assets Below avg plan size
210
Participants Below avg headcount
80th
Percentile by assets National rank
$177,692
Avg per participant Above avg balance/head
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Official DOL plan name: Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan · Sponsored by Barclay Water Treatment Co., Inc. · Massachusetts · Manufacturing

$37M in assets, 210 participants

Barclay Water Treatment Co., Inc.'s Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan reported $37M in total assets and 210 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #12,933 in Manufacturing (17,777 peers)

Coverage in Massachusetts

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan covers 210 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $37M.

#12,933
in Manufacturing (17,777 peers)
-69.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $81M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$37,315,395 Top 20% higher than 80% 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

Barclay Water Treatment Co., 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. Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan reported net income fell from $36M in the plan year 2023 filing to -$81M in the plan year 2024 filing.
  • Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan end-of-year assets fell from $121M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan reported participants fell from 239 in the plan year 2023 filing to 210 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042772059 · Barclay Water Treatment Co., Inc. PY 2024 · ESOP

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan · $37M · 210 · 80th

  • RANK $37M
  • RANK 210
  • RANK 80th
  • RANK ESOP
  • RANK near Emerald Asset Management Employee Stock Ownership Plan
  • RANK ind #12933

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 Massachusetts →

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

W. H. Bass, Inc. Employee Stock Ownership PlanW. H. Bass, Inc. Employee St…$37MJanotta & Herner, Inc. Employee Stock Ownership Plan and TrustJanotta & Herner, Inc. Emplo…$37MBarclay Water Treatment Co., Inc. Employee Stock Ownership PlanBarclay Water Treatment Co.,…$37MEmerald Asset Management Employee Stock Ownership PlanEmerald Asset Management Emp…$37MWindings, Inc. 2012 Amended and Restated Employee Stock Ownership PlanWindings, Inc. 2012 Amended …$37M
End-of-year total assets ($M) among Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$37M
Net Income-$81M
Employer EIN042772059
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barclay Water Treatment Co., Inc.)

Sponsor-wide plan assets over time

All Barclay Water Treatment Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 56.156412806073966% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $85.1M $37.3M ▼ -56.2%
Year Plans Participants Total Assets
2022 1 213 $85M
2023 1 239 $121M
2024 1 210 $37M

Nearby ESOP Plans in Massachusetts

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

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0200400600800 Total assets ($M) Participants Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 37.315395 · Participants: 210Barclay Water Treatment Co., Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Emerald Asset Management Employee Stock Ownership Plan in PA ($37M); by covered participants it is Flinchbaugh Engineering, Inc. Employee Stock Ownership Plan in PA (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan contracted severely - down 69.2% during 2024, from $121M to $37M. Reported net income was -$81M.
How have Barclay Water Treatment Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barclay Water Treatment Co., Inc.'s sponsor-wide assets declined 56.2%, from $85M to $37M.
Where does Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Emerald Asset Management Employee Stock Ownership Plan in PA ($37M, 38 participants).
Which ESOP plans cover a similar participant headcount to Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Flinchbaugh Engineering, Inc. Employee Stock Ownership Plan in PA (210 participants, $13M 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 042772059.

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.