ESOP · DOL Form 5500 · 2022

Birkey's Farm Store, Inc. ESOP

Data updated 2026-08-25

$52M
Total assets Below avg plan size
412
Participants Below avg headcount
88th
Percentile by assets National rank
$126,399
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,134
in Wholesale Trade (6,843 peers)
+1296.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Birkey's Employee Stock Ownership Plan's outsized position by total assets

Birkey's Employee Stock Ownership Plan vs every filed plan by assets

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

$52,076,250 Top 12% higher than 88% 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

Birkey's 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. Birkey's Employee Stock Ownership Plan sits mid-pack in the medium band (412 participants).

Plan-year Form 5500 strip

Filing strip 370791276 · Birkey's Farm Store, Inc. PY 2022 · ESOP

Birkey's Employee Stock Ownership Plan · $52M · 412 · 88th

  • EBSA $52M
  • EBSA 412
  • EBSA 88th
  • EBSA ESOP
  • EBSA near Digital Dynamics, Inc. Employee Stock Ownership Plan
  • EBSA ind #6134

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 Illinois →

Birkey's Employee Stock Ownership Plan in the asset neighbourhood

United Bank Corporation Employee Stock Ownership PlanUnited Bank Corporation Empl…$52MNorthfield Bank Employee Stock Ownership PlanNorthfield Bank Employee Sto…$52MBirkey's Employee Stock Ownership PlanBirkey's Employee Stock Owne…$52MDigital Dynamics, Inc. Employee Stock Ownership PlanDigital Dynamics, Inc. Emplo…$52MViking Drill & Tool, Inc. Employee Stock Ownership PlanViking Drill & Tool, Inc. Em…$52M
End-of-year total assets ($M) among Birkey's 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)$4M
Net Assets (End of Year)$51M
Net Income$48M
Employer EIN370791276
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birkey's Farm Store, Inc.)

Sponsor-wide plan assets over time

All Birkey's Farm Store, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 4.601705500849115% vs 2022
2024 filing year
$80M$85M$90M$95M$100M$105M 202220232024 $88.9M $84.8M ▼ -4.6%
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 Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Birkey's Employee Stock Ownership Plan, Total assets ($B): 0.05207625 · Participants: 412Birkey's Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Birkey's Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Birkey's Employee Stock Ownership Plan side-by-side with 3 peers →

Birkey's Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Digital Dynamics, Inc. Employee Stock Ownership Plan in CA ($52M); by covered participants it is L&m Development Partners, Inc. Employee Stock Ownership Plan in NY (412 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (412 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 Birkey's Employee Stock Ownership Plan assets move in 2022? ▼
Birkey's Employee Stock Ownership Plan surged - up 1296.8% during 2022, from $4M to $52M. Reported net income was $48M.
How have Birkey's Farm Store, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birkey's Farm Store, Inc.'s sponsor-wide assets declined 4.6%, from $89M to $85M.
Where does Birkey's Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Birkey's Employee Stock Ownership Plan ranks in the 88th 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 Birkey's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Digital Dynamics, Inc. Employee Stock Ownership Plan in CA ($52M, 65 participants).
Which ESOP plans cover a similar participant headcount to Birkey's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is L&m Development Partners, Inc. Employee Stock Ownership Plan in NY (412 participants, $1M 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 370791276.

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.