ESOP · DOL Form 5500 · 2022
The Bernard Group Inc. ESOP
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 601
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $179,201
- Avg per participant Above avg balance/head
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.
- #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.
- #20,326
- in Professional & Technical Services (21,562 peers)
- +44.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
The Bernard Group Inc. Employee Stock Ownership Plan's outsized position by total assets
The Bernard Group Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$107,700,000 Top 7% higher than 93% 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
The Bernard Group Inc. 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. The Bernard Group Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (601 participants).
Form 5500 schedule snapshot
Filing strip 411944077 · The Bernard Group Inc. PY 2022 · ESOP
The Bernard Group Inc. Employee Stock Ownership Plan · $108M · 601 · 93rd
- SCH $108M
- EBSA 601
- PART 93rd
- TYPE ESOP
- NET near Epsilon Systems Solutions, Inc. ESOP
- BOOK ind #20326
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 Minnesota →
The Bernard Group Inc. Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All The Bernard Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $181M 26.23630903114842% vs 2022
- 2024 filing year
| 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.
- 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
The Bernard Group Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Epsilon Systems Solutions, Inc. ESOP in CA ($108M); by covered participants it is Southern Air Incorporated Employee Stock Ownership Plan and Trust in VA (600 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (601 participants); asset peers above are excluded.
- Southern Air Incorporated Employee Stock Ownership Plan and Trust (VA) 600 · 1 off
- International Data Group, Inc. Employee Stock Ownership Plan (MA) 602 · 1 off
- Inland Truck Parts Company Employee Stock Ownership Plan and Trust (KS) 603 · 2 off
- Alpine Lumber Company Employee Stock Ownership Plan (CO) 597 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.