ESOP · DOL Form 5500 · 2022

Bradford White Corporation ESOP

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
337
Participants Below avg headcount
99th
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
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Official DOL plan name: Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement · Sponsored by Bradford White Corporation · Pennsylvania · Manufacturing

$1.2B in assets, 337 participants

Bradford White Corporation's Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement reported $1.2B in total assets and 337 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #20,244 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement covers 337 participants in Pennsylvania, about 41% of the average Pennsylvania filer (state average ~822 per filing). Assets: $1.2B.

#20,244
in Manufacturing (20,602 peers)
+38.1%
assets growth YoY
12×
vs typical plan assets (national mean)

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement's outsized position by total assets

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$1,154,561,341 Top 1% higher than 99% 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

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement 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. Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement sits mid-pack in the medium band (337 participants).

Plan-year Form 5500 strip

Filing strip 232384646 · Bradford White Corporation PY 2022 · ESOP

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement · $1.2B · 337 · 99th

  • RANK $1.2B
  • RANK 337
  • RANK 99th
  • RANK ESOP
  • RANK near Kehe Distributors, Inc. Employee Stock Ownership Plan
  • RANK ind #20244

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 Pennsylvania →

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

Acco Employee Stock Ownership PlanAcco Employee Stock Ownershi…$1.2BMccarthy Employee Stock Ownership PlanMccarthy Employee Stock Owne…$1.2BKehe Distributors, Inc. Employee Stock Ownership PlanKehe Distributors, Inc. Empl…$1.2BBradford White Corporation Employee Stock Ownership Plan and Trust AgreementBradford White Corporation E…$1.2BBorder States Industries, Inc. Employee Stock Ownership PlanBorder States Industries, In…$1.1B
End-of-year total assets ($B) among Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$836M
Net Assets (End of Year)$1.0B
Net Income$327M
Employer EIN232384646
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradford White Corporation)

Sponsor-wide plan assets over time

All Bradford White Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 53.052145442152806% vs 2022
2024 filing year
$1B$1.5B$2B$2.5B 202220232024 $1.28B $1.95B ▲ +52.3%
Year Plans Participants Total Assets
2022 4 2,248 $1.3B
2023 4 2,512 $1.7B
2024 4 2,917 $2.0B

Nearby ESOP Plans in Pennsylvania

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

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership PlanL/B Water Service, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.20057115 · Participants: 192L/B Water Service, Inc. Employee Stock Ownership Plan
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Kehe Distributors, Inc. Employee Stock Ownership Plan in IL ($1.2B); by covered participants it is Mitchell/Martin Inc. Employee Stock Ownership Plan in NY (337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (337 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 Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement assets move in 2022? ▼
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement surged - up 38.1% during 2022, from $836M to $1.2B. Reported net income was $327M.
How have Bradford White Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradford White Corporation's sponsor-wide assets grew 53.1%, from $1.3B to $2.0B.
Where does Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is Kehe Distributors, Inc. Employee Stock Ownership Plan in IL ($1.2B, 3,905 participants).
Which ESOP plans cover a similar participant headcount to Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is Mitchell/Martin Inc. Employee Stock Ownership Plan in NY (337 participants, $3M 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 232384646.

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.