ESOP · DOL Form 5500 · 2022
The Bernard Group Inc. ESOP
Data updated 2026-08-11
- $108M
- Total assets
- 601
- Participants
- 93rd
- Percentile by assets
- $179,201
- Avg per participant
Official DOL plan name: The Bernard Group Inc. Employee Stock Ownership Plan · Sponsored by The Bernard Group Inc. · Minnesota · Professional & Technical Services
$108M in assets, 601 participants
The Bernard Group Inc.'s The Bernard Group Inc. Employee Stock Ownership Plan reported $108M in total assets and 601 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #20,326 in Professional & Technical Services (21,562 peers)
Where The Bernard Group Inc. Employee Stock Ownership Plan sits by assets
The Bernard Group Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $108M for 601 participants (~$179,201/participant), up 44.0% in 2022.
- $108M
- total plan assets (2022 EOY)
- 601
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $179,201
- avg assets per participant
The Bernard Group Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, The Bernard Group Inc. Employee Stock Ownership Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $33M |
| Employer EIN | 411944077 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Bernard Group Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,344 | $143M |
| 2023 | 2 | 1,487 | $164M |
| 2024 | 2 | 1,651 | $181M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
The Bernard Group Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Bernard Group Inc. Employee Stock Ownership Plan by total assets, not by location.
- Epsilon Systems Solutions, Inc. ESOP (CA) $108M · 1,384
- Delta Star Employee Stock Ownership Plan (VA) $107M · 206
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan (FL) $107M · 225
- Chatsworth Products, Inc Employee Stock Ownership Plan (CA) $107M · 636
Frequently Asked Questions
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Ways to act on The Bernard Group Inc. Employee Stock Ownership Plan's numbers.
- By total assets, The Bernard Group Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- The Bernard Group Inc.'s sponsor-wide assets have grown 26.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans