ESOP · DOL Form 5500 · 2022
Brewer Direct, Inc. ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $231,043
- Avg per participant Above avg balance/head
Official DOL plan name: Brewer Direct, Inc. Employee Stock Ownership Plan · Sponsored by Brewer Direct, Inc. · California · Other Services
$11M in assets, 48 participants
Brewer Direct, Inc.'s Brewer Direct, Inc. Employee Stock Ownership Plan reported $11M in total assets and 48 participants in its 2022 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.
- #6,793 in Other Services (8,398 peers)
2022 asset change
Brewer Direct, Inc. Employee Stock Ownership Plan surged 44.0% in 2022 ($8M → $11M) for 48 participants.
- #6,793
- in Other Services (8,398 peers)
- +44.0%
- assets growth YoY
Brewer Direct, Inc. Employee Stock Ownership Plan's outsized position by total assets
Brewer Direct, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,090,071 Top 33% higher than 67% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Brewer Direct, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brewer Direct, Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 201094526 · Brewer Direct, Inc. PY 2022 · ESOP
Brewer Direct, Inc. Employee Stock Ownership Plan · $11M · 48 · 67th
- TYPE $11M
- NET 48
- BOOK 67th
- VS-ST ESOP
- BOY near Paradies Gifts, Inc. Employee Stock Ownership Plan
- SCH ind #6793
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 California →
Brewer Direct, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Brewer Direct, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Brewer Direct, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 9.5568369219638% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $11M |
| 2023 | 1 | 53 | $12M |
| 2024 | 1 | 74 | $10M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $3M |
| Employer EIN | 201094526 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Brewer Direct, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Paradies Gifts, Inc. Employee Stock Ownership Plan in FL ($11M); by covered participants it is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.