Plan Ledger DOL Form 5500 · updated monthly

E.C. Barton & CompanyESOP

E.C. BARTON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST · JONESBORO, AR · plan year 2023

Employer contribution per participant · 2023
$16,443

E.C. Barton & Company's 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $151,175,575 across 803 participant accounts, with employer contributions averaging $16,443 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other retail trade employers. By assets it is the 30th-largest of 456 plans among Arkansas employers on file, and the 269th of 5,215 in retail trade.

Plan summary
Net assets, end of year$151,175,575
Participants with balances803
Active participants637
Employer contributions$10,474,313
Employee contributions—
Employer contribution per active participant$16,443
Average account balance$188,263
Benefits paid to participants$12,834,496
Plan auditUnmodified (clean) audit opinion
AuditorHCJ CPA'S & ADVISORS, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$151.2M · 803 accts · $10.5M emplr
2022$143.8M · 774 accts · $10.1M emplr
Employer contributions to the E.C. Barton & Company plan · 2023
Employer contribution per active participant$16,443
Median for plans this size$3,659
2023$16,443 per active participant
2022$16,569 per active participant

E.C. Barton & Company's 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history2
2023Not separately reported
2022Not separately reported
Same employer
Similar plansRetail Trade · Arkansas
Walmart Inc. AR$50.7B · 0.09%
Dillard's, Inc. AR$3.0B · 0.08%
Murphy USA Inc. AR$358.3M · 0.23%
J.A. Riggs Tractor Company AR$82.1M · 0.19%
Superior, Inc. AR$30.9M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710011610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.