Bardons & Oliver Inc.
Plan context: Bardons & Oliver Inc. Employee Stock Ownership Plan
EIN 31-1254138 • Solon, OH • 52 filings • 14 plans
Current Snapshot
Latest Year
2025
2025 Participants
40
2025 Assets
$175,424
2025 Contributions
$60,056
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 40 | $175,424 | $60,056 | $1,501iApproximate average salary by contribution assumption: employee only about $37,535 at 4% or $25,023 at 6%; with 50% employer match about $25,023 at 4% or $16,682 at 6%; with 100% employer match about $18,768 at 4% or $12,512 at 6%. |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 40 | $175,424 | $60,056 | $1,501iApproximate average salary by contribution assumption: employee only about $37,535 at 4% or $25,023 at 6%; with 50% employer match about $25,023 at 4% or $16,682 at 6%; with 100% employer match about $18,768 at 4% or $12,512 at 6%. |
| 2023 | 2 | 49 | $4,718,319 | $132,270 | $2,699iApproximate average salary by contribution assumption: employee only about $67,485 at 4% or $44,990 at 6%; with 50% employer match about $44,990 at 4% or $29,993 at 6%; with 100% employer match about $33,742 at 4% or $22,495 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 49 | $4,599,954 | $132,270 | $2,699iApproximate average salary by contribution assumption: employee only about $67,485 at 4% or $44,990 at 6%; with 50% employer match about $44,990 at 4% or $29,993 at 6%; with 100% employer match about $33,742 at 4% or $22,495 at 6%. |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 40 | $118,365 | - | - |
| 2022 | 1 | 60 | $6,596,794 | $104,112 | $1,735iApproximate average salary by contribution assumption: employee only about $43,380 at 4% or $28,920 at 6%; with 50% employer match about $28,920 at 4% or $19,280 at 6%; with 100% employer match about $21,690 at 4% or $14,460 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 60 | $6,596,794 | $104,112 | $1,735iApproximate average salary by contribution assumption: employee only about $43,380 at 4% or $28,920 at 6%; with 50% employer match about $28,920 at 4% or $19,280 at 6%; with 100% employer match about $21,690 at 4% or $14,460 at 6%. |
| 2021 | 2 | 66 | $8,317,871 | $151,185 | $2,291iApproximate average salary by contribution assumption: employee only about $57,267 at 4% or $38,178 at 6%; with 50% employer match about $38,178 at 4% or $25,452 at 6%; with 100% employer match about $28,634 at 4% or $19,089 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 66 | $7,449,440 | $101,687 | $1,541iApproximate average salary by contribution assumption: employee only about $38,518 at 4% or $25,679 at 6%; with 50% employer match about $25,679 at 4% or $17,119 at 6%; with 100% employer match about $19,259 at 4% or $12,839 at 6%. |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 36 | $868,431 | $49,498 | $1,375iApproximate average salary by contribution assumption: employee only about $34,374 at 4% or $22,916 at 6%; with 50% employer match about $22,916 at 4% or $15,277 at 6%; with 100% employer match about $17,187 at 4% or $11,458 at 6%. |
| 2020 | 2 | 66 | $10,025,005 | $115,892 | $1,756iApproximate average salary by contribution assumption: employee only about $43,898 at 4% or $29,266 at 6%; with 50% employer match about $29,266 at 4% or $19,510 at 6%; with 100% employer match about $21,949 at 4% or $14,633 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 66 | $9,165,664 | $86,097 | $1,305iApproximate average salary by contribution assumption: employee only about $32,613 at 4% or $21,742 at 6%; with 50% employer match about $21,742 at 4% or $14,494 at 6%; with 100% employer match about $16,306 at 4% or $10,871 at 6%. |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 46 | $859,341 | $29,795 | $648iApproximate average salary by contribution assumption: employee only about $16,193 at 4% or $10,795 at 6%; with 50% employer match about $10,795 at 4% or $7,197 at 6%; with 100% employer match about $8,096 at 4% or $5,398 at 6%. |
| 2019 | 2 | 71 | $11,546,006 | $134,030 | $1,888iApproximate average salary by contribution assumption: employee only about $47,194 at 4% or $31,462 at 6%; with 50% employer match about $31,462 at 4% or $20,975 at 6%; with 100% employer match about $23,597 at 4% or $15,731 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 71 | $10,822,608 | $74,171 | $1,045iApproximate average salary by contribution assumption: employee only about $26,117 at 4% or $17,411 at 6%; with 50% employer match about $17,411 at 4% or $11,607 at 6%; with 100% employer match about $13,058 at 4% or $8,706 at 6%. |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 39 | $723,398 | $59,859 | $1,535iApproximate average salary by contribution assumption: employee only about $38,371 at 4% or $25,581 at 6%; with 50% employer match about $25,581 at 4% or $17,054 at 6%; with 100% employer match about $19,186 at 4% or $12,790 at 6%. |
| 2018 | 2 | 73 | $10,837,993 | $84,783 | $1,161iApproximate average salary by contribution assumption: employee only about $29,035 at 4% or $19,357 at 6%; with 50% employer match about $19,357 at 4% or $12,905 at 6%; with 100% employer match about $14,518 at 4% or $9,678 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 73 | $9,856,989 | $70,779 | $970iApproximate average salary by contribution assumption: employee only about $24,239 at 4% or $16,160 at 6%; with 50% employer match about $16,160 at 4% or $10,773 at 6%; with 100% employer match about $12,120 at 4% or $8,080 at 6%. |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 41 | $981,004 | $14,004 | $342iApproximate average salary by contribution assumption: employee only about $8,539 at 4% or $5,693 at 6%; with 50% employer match about $5,693 at 4% or $3,795 at 6%; with 100% employer match about $4,270 at 4% or $2,846 at 6%. |
| 2017 | 2 | 53 | $11,097,824 | $146,702 | $2,768iApproximate average salary by contribution assumption: employee only about $69,199 at 4% or $46,133 at 6%; with 50% employer match about $46,133 at 4% or $30,755 at 6%; with 100% employer match about $34,600 at 4% or $23,066 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 53 | $9,972,936 | $89,027 | $1,680iApproximate average salary by contribution assumption: employee only about $41,994 at 4% or $27,996 at 6%; with 50% employer match about $27,996 at 4% or $18,664 at 6%; with 100% employer match about $20,997 at 4% or $13,998 at 6%. |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 50 | $1,124,888 | $57,675 | $1,154iApproximate average salary by contribution assumption: employee only about $28,838 at 4% or $19,225 at 6%; with 50% employer match about $19,225 at 4% or $12,817 at 6%; with 100% employer match about $14,419 at 4% or $9,613 at 6%. |
| 2016 | 2 | 56 | $13,906,344 | $198,178 | $3,539iApproximate average salary by contribution assumption: employee only about $88,472 at 4% or $58,982 at 6%; with 50% employer match about $58,982 at 4% or $39,321 at 6%; with 100% employer match about $44,236 at 4% or $29,491 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 56 | $12,717,025 | $146,174 | $2,610iApproximate average salary by contribution assumption: employee only about $65,256 at 4% or $43,504 at 6%; with 50% employer match about $43,504 at 4% or $29,003 at 6%; with 100% employer match about $32,628 at 4% or $21,752 at 6%. |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 56 | $1,189,319 | $52,004 | $929iApproximate average salary by contribution assumption: employee only about $23,216 at 4% or $15,477 at 6%; with 50% employer match about $15,477 at 4% or $10,318 at 6%; with 100% employer match about $11,608 at 4% or $7,739 at 6%. |
| 2015 | 2 | 60 | $13,804,876 | $267,669 | $4,461iApproximate average salary by contribution assumption: employee only about $111,529 at 4% or $74,353 at 6%; with 50% employer match about $74,353 at 4% or $49,568 at 6%; with 100% employer match about $55,764 at 4% or $37,176 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 60 | $12,755,229 | $132,068 | $2,201iApproximate average salary by contribution assumption: employee only about $55,028 at 4% or $36,686 at 6%; with 50% employer match about $36,686 at 4% or $24,457 at 6%; with 100% employer match about $27,514 at 4% or $18,343 at 6%. |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 58 | $1,049,647 | $135,601 | $2,338iApproximate average salary by contribution assumption: employee only about $58,449 at 4% or $38,966 at 6%; with 50% employer match about $38,966 at 4% or $25,977 at 6%; with 100% employer match about $29,224 at 4% or $19,483 at 6%. |
| 2014 | 2 | 69 | $15,179,246 | $262,310 | $3,802iApproximate average salary by contribution assumption: employee only about $95,040 at 4% or $63,360 at 6%; with 50% employer match about $63,360 at 4% or $42,240 at 6%; with 100% employer match about $47,520 at 4% or $31,680 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 69 | $12,583,676 | $142,185 | $2,061iApproximate average salary by contribution assumption: employee only about $51,516 at 4% or $34,344 at 6%; with 50% employer match about $34,344 at 4% or $22,896 at 6%; with 100% employer match about $25,758 at 4% or $17,172 at 6%. |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 66 | $2,595,570 | $120,125 | $1,820iApproximate average salary by contribution assumption: employee only about $45,502 at 4% or $30,335 at 6%; with 50% employer match about $30,335 at 4% or $20,223 at 6%; with 100% employer match about $22,751 at 4% or $15,167 at 6%. |
| 2013 | 2 | 98 | $15,713,967 | $250,141 | $2,552iApproximate average salary by contribution assumption: employee only about $63,811 at 4% or $42,541 at 6%; with 50% employer match about $42,541 at 4% or $28,361 at 6%; with 100% employer match about $31,906 at 4% or $21,270 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 98 | $12,798,388 | $184,898 | $1,887iApproximate average salary by contribution assumption: employee only about $47,168 at 4% or $31,445 at 6%; with 50% employer match about $31,445 at 4% or $20,963 at 6%; with 100% employer match about $23,584 at 4% or $15,723 at 6%. |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 82 | $2,915,579 | $65,243 | $796iApproximate average salary by contribution assumption: employee only about $19,891 at 4% or $13,261 at 6%; with 50% employer match about $13,261 at 4% or $8,841 at 6%; with 100% employer match about $9,946 at 4% or $6,630 at 6%. |
| 2012 | 2 | 98 | $15,700,621 | $463,895 | $4,734iApproximate average salary by contribution assumption: employee only about $118,341 at 4% or $78,894 at 6%; with 50% employer match about $78,894 at 4% or $52,596 at 6%; with 100% employer match about $59,170 at 4% or $39,447 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 98 | $12,635,194 | $326,819 | $3,335iApproximate average salary by contribution assumption: employee only about $83,372 at 4% or $55,581 at 6%; with 50% employer match about $55,581 at 4% or $37,054 at 6%; with 100% employer match about $41,686 at 4% or $27,791 at 6%. |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 79 | $3,065,427 | $137,076 | $1,735iApproximate average salary by contribution assumption: employee only about $43,378 at 4% or $28,919 at 6%; with 50% employer match about $28,919 at 4% or $19,279 at 6%; with 100% employer match about $21,689 at 4% or $14,459 at 6%. |
| 2011 | 2 | 76 | $13,033,000 | $192,731 | $2,536iApproximate average salary by contribution assumption: employee only about $63,398 at 4% or $42,266 at 6%; with 50% employer match about $42,266 at 4% or $28,177 at 6%; with 100% employer match about $31,699 at 4% or $21,133 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 76 | $9,650,605 | - | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 76 | $3,382,395 | $192,731 | $2,536iApproximate average salary by contribution assumption: employee only about $63,398 at 4% or $42,266 at 6%; with 50% employer match about $42,266 at 4% or $28,177 at 6%; with 100% employer match about $31,699 at 4% or $21,133 at 6%. |
| 2010 | 2 | 75 | $12,397,144 | $222,409 | $2,965iApproximate average salary by contribution assumption: employee only about $74,136 at 4% or $49,424 at 6%; with 50% employer match about $49,424 at 4% or $32,949 at 6%; with 100% employer match about $37,068 at 4% or $24,712 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 74 | $9,192,620 | - | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 75 | $3,204,524 | $222,409 | $2,965iApproximate average salary by contribution assumption: employee only about $74,136 at 4% or $49,424 at 6%; with 50% employer match about $49,424 at 4% or $32,949 at 6%; with 100% employer match about $37,068 at 4% or $24,712 at 6%. |
| 2009 | 2 | 81 | $12,684,782 | $215,624 | $2,662iApproximate average salary by contribution assumption: employee only about $66,551 at 4% or $44,367 at 6%; with 50% employer match about $44,367 at 4% or $29,578 at 6%; with 100% employer match about $33,275 at 4% or $22,184 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 81 | $10,005,703 | - | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 81 | $2,679,079 | $215,624 | $2,662iApproximate average salary by contribution assumption: employee only about $66,551 at 4% or $44,367 at 6%; with 50% employer match about $44,367 at 4% or $29,578 at 6%; with 100% employer match about $33,275 at 4% or $22,184 at 6%. |
| 2007 | 2 | 103 | $0 | $0 | - |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 103 | - | - | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 99 | - | - | - |
| 2006 | 3 | 124 | $0 | $0 | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 108 | - | - | - |
| BARDONS & OLIVER WELFARE BENEFIT PLAN | - | 124 | - | - | - |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 108 | - | - | - |
| 2005 | 4 | 93 | $0 | $0 | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 93 | - | - | - |
| BARDONS & OLIVER 401K PLAN | - | 92 | - | - | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 93 | - | - | - |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 93 | - | - | - |
| 2004 | 2 | 88 | $0 | $0 | - |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 88 | - | - | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 86 | - | - | - |
| 2003 | 2 | 89 | $0 | $0 | - |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 89 | - | - | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 89 | - | - | - |
| 2002 | 2 | 96 | $15,615,947 | $0 | - |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 96 | $15,615,947 | - | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2001 | 2 | 113 | $0 | $0 | - |
| BARDONS & OLIVER, INC. EMPLOYEE SAVINGS PLAN | - | 107 | - | - | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 113 | - | - | - |
| 2000 | 3 | 114 | $17,441,190 | $0 | - |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 114 | $17,441,190 | - | - |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 114 | - | - | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 114 | - | - | - |
| 1999 | 2 | 112 | $21,583,907 | $250,000 | $2,232iApproximate average salary by contribution assumption: employee only about $55,804 at 4% or $37,202 at 6%; with 50% employer match about $37,202 at 4% or $24,802 at 6%; with 100% employer match about $27,902 at 4% or $18,601 at 6%. |
| Bardons & Oliver Inc Employees Profit Sharing Retirement Trust | - | 111 | $18,994,237 | - | - |
| Bardons & Oliver Inc. Employee Stock Ownership Plan | - | 112 | $2,589,670 | $250,000 | $2,232iApproximate average salary by contribution assumption: employee only about $55,804 at 4% or $37,202 at 6%; with 50% employer match about $37,202 at 4% or $24,802 at 6%; with 100% employer match about $27,902 at 4% or $18,601 at 6%. |