ESOP · DOL Form 5500 · 2022

The Brix Group ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
177
Participants Small participant base
64th
Percentile by assets National rank
$52,934
Avg per participant Low balance/head
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Official DOL plan name: The Brix Group Employee Stock Ownership Plan · Sponsored by The Brix Group · California · Retail Trade

$9M in assets, 177 participants

The Brix Group's The Brix Group Employee Stock Ownership Plan reported $9M in total assets and 177 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #7,065 in Retail Trade (9,519 peers)

Coverage in California

The Brix Group Employee Stock Ownership Plan covers 177 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $9M.

#7,065
in Retail Trade (9,519 peers)
-13.9%
assets change YoY

The plan reported a net loss of $682K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Brix Group Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

The Brix Group Employee Stock Ownership Plan vs every filed plan by assets

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

$9,369,384 Top 36% higher than 64% 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

The Brix Group 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 Brix Group Employee Stock Ownership Plan sits mid-pack in the medium band (177 participants).

Plan-year Form 5500 strip

Filing strip 942177912 · The Brix Group PY 2022 · ESOP

The Brix Group Employee Stock Ownership Plan · $9M · 177 · 64th

  • 5500 $9M
  • ASSETS 177
  • PCT 64th
  • EIN ESOP
  • RANK near Et Environmental Employee Stock Ownership Plan
  • PHOTO ind #7065

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 California →

The Brix Group Employee Stock Ownership Plan in the asset neighbourhood

Ohio Valley Banc Corp Employee Stock Ownership PlanOhio Valley Banc Corp Employ…$9MB&d Concrete Employee Stock Ownership PlanB&d Concrete Employee Stock …$9MSynergy Global Solutions, Inc. Employee Stock Ownership PlanSynergy Global Solutions, In…$9MThe Brix Group Employee Stock Ownership PlanThe Brix Group Employee Stoc…$9MEt Environmental Employee Stock Ownership PlanEt Environmental Employee St…$9M
End-of-year total assets ($M) among The Brix Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$2M
Net Income-$682K
Employer EIN942177912
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brix Group)

Sponsor-wide plan assets over time

All The Brix Group plans reported in each filing year

Latest sponsor-wide plan assets
$30M 72.93152250451058% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17.6M $30.4M ▲ +72.9%
Year Plans Participants Total Assets
2022 2 334 $18M
2023 2 339 $37M
2024 2 313 $30M

Nearby ESOP Plans in California

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

The Brix Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Brix Group Employee Stock Ownership Plan, Total assets ($B): 0.009369384 · Participants: 177The Brix Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
The Brix Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Brix Group Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Et Environmental Employee Stock Ownership Plan in GA ($9M); by covered participants it is Indiana Industrial Services Employee Stock Ownership Plan in IN (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 The Brix Group Employee Stock Ownership Plan assets move in 2022? ▼
The Brix Group Employee Stock Ownership Plan pulled back noticeably - down 13.9% during 2022, from $11M to $9M. Reported net income was -$682K.
How have The Brix Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brix Group's sponsor-wide assets grew 72.9%, from $18M to $30M.
Which ESOP plans are similar in size to The Brix Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Et Environmental Employee Stock Ownership Plan in GA ($9M, 52 participants).
Which ESOP plans cover a similar participant headcount to The Brix Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Indiana Industrial Services Employee Stock Ownership Plan in IN (177 participants, $37M 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 942177912.

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.