ESOP · DOL Form 5500 · 2022

Bernards Holdings, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
391
Participants Below avg headcount
77th
Percentile by assets National rank
$50,128
Avg per participant Low balance/head
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Official DOL plan name: Bernards Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Bernards Holdings, Inc. · California · Construction

$20M in assets, 391 participants

Bernards Holdings, Inc.'s Bernards Holdings, Inc. Employee Stock Ownership Plan reported $20M in total assets and 391 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,581 in Construction (9,927 peers)

Where Bernards Holdings, Inc. Employee Stock Ownership Plan sits by assets

Bernards Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $20M for 391 participants (~$50,128/participant), down 8.4% in 2022.

#7,581
in Construction (9,927 peers)
-8.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bernards Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bernards Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,600,000 Top 23% higher than 77% 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

Bernards Holdings, 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. Bernards Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (391 participants).

Plan-year Form 5500 strip

Filing strip 814725849 · Bernards Holdings, Inc. PY 2022 · ESOP

Bernards Holdings, Inc. Employee Stock Ownership Plan · $20M · 391 · 77th

  • EOY $20M
  • 5500 391
  • ASSETS 77th
  • PCT ESOP
  • EIN near Nelco Products, Inc. Employee Stock Ownership Plan
  • RANK ind #7581

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 →

Bernards Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Life's Abundance Inc Employee Stock Ownership PlanLife's Abundance Inc Employe…$20MBernards Holdings, Inc. Employee Stock Ownership PlanBernards Holdings, Inc. Empl…$20MNelco Products, Inc. Employee Stock Ownership PlanNelco Products, Inc. Employe…$20MKline Electric, Inc. Employee Stock Ownership PlanKline Electric, Inc. Employe…$20MMedler Electric Company Employee Stock Ownership Plan and TrustMedler Electric Company Empl…$20M
End-of-year total assets ($M) among Bernards Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN814725849
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernards Holdings, Inc.)

Sponsor-wide plan assets over time

All Bernards Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.265306122448976% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $19.6M $12.1M ▼ -38.3%
Year Plans Participants Total Assets
2022 1 391 $20M
2023 1 267 $17M
2024 1 333 $12M

Nearby ESOP Plans in California

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

Bernards Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bernards Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0196 · Participants: 391Bernards Holdings, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Bernards Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bernards Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Nelco Products, Inc. Employee Stock Ownership Plan in MA ($20M); by covered participants it is Tighe & Bond, Inc. Employee Stock Ownership Plan in MA (391 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (391 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.

Frequently Asked Questions

How did Bernards Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Bernards Holdings, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.4% during 2022, from $21M to $20M. Reported net income was -$2M.
How have Bernards Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernards Holdings, Inc.'s sponsor-wide assets declined 38.3%, from $20M to $12M.
Where does Bernards Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bernards Holdings, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bernards Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nelco Products, Inc. Employee Stock Ownership Plan in MA ($20M, 40 participants).
Which ESOP plans cover a similar participant headcount to Bernards Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tighe & Bond, Inc. Employee Stock Ownership Plan in MA (391 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814725849.

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.