ESOP · DOL Form 5500 · 2022
Bergen Plumbing, Heating and Cooling, Inc. ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 51
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $139,608
- Avg per participant Near avg balance/head
Official DOL plan name: Bergen Plumbing, Inc. Employee Stock Ownership Plan · Sponsored by Bergen Plumbing, Heating and Cooling, Inc. · Iowa · Construction
$7M in assets, 51 participants
Bergen Plumbing, Heating and Cooling, Inc.'s Bergen Plumbing, Inc. Employee Stock Ownership Plan reported $7M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #5,708 in Construction (9,927 peers)
2022 asset change
Bergen Plumbing, Inc. Employee Stock Ownership Plan surged 44.1% in 2022 ($5M → $7M) for 51 participants.
- #5,708
- in Construction (9,927 peers)
- +44.1%
- assets growth YoY
Bergen Plumbing, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Bergen Plumbing, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,120,000 Top 42% higher than 58% 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
Bergen Plumbing, 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. Bergen Plumbing, Inc. Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 010789080 · Bergen Plumbing, Heating and Cooling, Inc. PY 2022 · ESOP
Bergen Plumbing, Inc. Employee Stock Ownership Plan · $7M · 51 · 58th
- TYPE $7M
- TYPE 51
- TYPE 58th
- TYPE ESOP
- TYPE near Black River Systems Company, Inc. Employee Stock Ownership Plan
- TYPE ind #5708
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 Iowa →
Bergen Plumbing, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Bergen Plumbing, Heating and Cooling, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Bergen Plumbing, Heating and Cooling, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 8.279115168539326% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $7M |
| 2023 | 1 | 45 | $7M |
| 2024 | 1 | 54 | $8M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $2M |
| Employer EIN | 010789080 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $686M · 781
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $437M · 774
- Precision, Inc. Employee Stock Ownership Plan and Trust $403M · 645
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $383M · 643
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $362M · 2,582
Bergen Plumbing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Black River Systems Company, Inc. Employee Stock Ownership Plan in NY ($7M); by covered participants it is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Black River Systems Company, Inc. Employee Stock Ownership Plan (NY) $7M · 93
- Raulli & Sons, Inc. Employee Stock Ownership Plan (NY) $7M · 103
- Lincoln Builders, Inc. Employee Stock Ownership Plan (LA) $7M · 79
- The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. (TX) $7M · 376
Similar participant headcount
Nearest other-state filings by covered participants (51 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.