ESOP · DOL Form 5500 · 2022
Birkey's Farm Store, Inc. ESOP
Data updated 2026-08-11
- $52M
- Total assets
- 412
- Participants
- 88th
- Percentile by assets
- $126,399
- Avg per participant
Official DOL plan name: Birkey's Employee Stock Ownership Plan · Sponsored by Birkey's Farm Store, Inc. · Illinois · Wholesale Trade
$52M in assets, 412 participants
Birkey's Farm Store, Inc.'s Birkey's Employee Stock Ownership Plan reported $52M in total assets and 412 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 139,126 plans)
- #6,134 in Wholesale Trade (6,843 peers)
Where Birkey's Employee Stock Ownership Plan sits by assets
Birkey's Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $52M for 412 participants (~$126,399/participant), up 1296.8% in 2022.
- $52M
- total plan assets (2022 EOY)
- 412
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $126,399
- avg assets per participant
Birkey's Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Birkey's Employee Stock Ownership Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $48M |
| Employer EIN | 370791276 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Birkey's Farm Store, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 764 | $89M |
| 2023 | 2 | 772 | $100M |
| 2024 | 2 | 923 | $85M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
Birkey's Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Birkey's Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Birkey's Employee Stock Ownership Plan assets move in 2022? ▼
How have Birkey's Farm Store, Inc. plan assets changed over time? ▼
Where does Birkey's Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Birkey's Employee Stock Ownership Plan? ▼
Next read for Birkey's Employee Stock Ownership Plan
Scale reading
Ways to act on Birkey's Employee Stock Ownership Plan's numbers.
- By total assets, Birkey's Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Birkey's Farm Store, Inc.'s sponsor-wide assets have declined 4.6% since 2022 across 3 plan years on file. More Wholesale Trade plans