ESOP · DOL Form 5500 · 2022

Breakside Brewery, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
126
Participants Small participant base
37th
Percentile by assets National rank
$19,841
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Breakside Brewery, Inc. Employee Stock Ownership Plan · Sponsored by Breakside Brewery, Inc. · Oregon · Manufacturing

$3M in assets, 126 participants

Breakside Brewery, Inc.'s Breakside Brewery, Inc. Employee Stock Ownership Plan reported $3M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,265 in Manufacturing (20,602 peers)

Coverage in Oregon

Breakside Brewery, Inc. Employee Stock Ownership Plan covers 126 participants in Oregon, about 28% of the average Oregon filer (state average ~443 per filing). Assets: $3M.

#4,265
in Manufacturing (20,602 peers)
-20.1%
assets change YoY

The plan reported a net loss of $389K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Breakside Brewery, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Breakside Brewery, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,500,000 37th percentile higher than 37% of 139,123 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 2022

Breakside Brewery, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Breakside Brewery, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (126 participants).

DOL schedule card

Filing strip 271283181 · Breakside Brewery, Inc. PY 2022 · ESOP

Breakside Brewery, Inc. Employee Stock Ownership Plan · $3M · 126 · 37th

  • PART $3M
  • TYPE 126
  • NET 37th
  • BOOK ESOP
  • VS-ST near Hunter's Ambulance Service, Inc. Employee Stock Ownership Plan
  • BOY ind #4265

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 Oregon →

Breakside Brewery, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Breakside Brewery, Inc. Employee Stock Ownership PlanBreakside Brewery, Inc. Empl…$3MHunter's Ambulance Service, Inc. Employee Stock Ownership PlanHunter's Ambulance Service, …$3MDay Surgical Products, Inc Employee Stock Ownership PlanDay Surgical Products, Inc E…$2MEntwistle Metal Fabricating Employee Stock Ownership PlanEntwistle Metal Fabricating …$2MBuilding Specialties Co. of La, Inc. Employee Stock Ownership PlanBuilding Specialties Co. of …$2M
End-of-year total assets ($M) among Breakside Brewery, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$2M
Net Income-$389K
Employer EIN271283181
Plan Effective Date2019-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Breakside Brewery, Inc.)

Sponsor-wide plan assets over time

All Breakside Brewery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 83.580362022956% vs 2022
2023 filing year
$0M$2M$4M$6M$8M 20222023 $7.31M $1.2M ▼ -83.6%
Year Plans Participants Total Assets
2022 3 343 $7M
2023 1 107 $1M

Nearby ESOP Plans in Oregon

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

Breakside Brewery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Breakside Brewery, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.5 · Participants: 126Breakside Brewery, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 259.302569 · Participants: 1947Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.711122 · Participants: 561Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 126.652835 · Participants: 57Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.836432 · Participants: 68Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 84.932648 · Participants: 204Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Breakside Brewery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants

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

Outside Oregon, the nearest ESOP by assets is Hunter's Ambulance Service, Inc. Employee Stock Ownership Plan in CT ($3M); by covered participants it is R & B Wagner, Inc. Employee Stock Ownership Plan in WI (126 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Breakside Brewery, Inc. Employee Stock Ownership Plan assets move in 2022?
Breakside Brewery, Inc. Employee Stock Ownership Plan declined sharply - down 20.1% during 2022, from $3M to $3M. Reported net income was -$389K.
How have Breakside Brewery, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Breakside Brewery, Inc.'s sponsor-wide assets declined 83.6%, from $7M to $1M.
Which ESOP plans are similar in size to Breakside Brewery, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Hunter's Ambulance Service, Inc. Employee Stock Ownership Plan in CT ($3M, 203 participants).
Which ESOP plans cover a similar participant headcount to Breakside Brewery, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is R & B Wagner, Inc. Employee Stock Ownership Plan in WI (126 participants, $19M in assets).