ESOP · DOL Form 5500 · 2022
Berardi + Partners, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $84,582
- Avg per participant Below avg balance/head
Official DOL plan name: Berardi + Partners Employee Stock Ownership Plan · Sponsored by Berardi + Partners, Inc. · Ohio · Professional & Technical Services
$3M in assets, 39 participants
Berardi + Partners, Inc.'s Berardi + Partners Employee Stock Ownership Plan reported $3M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,525 in Professional & Technical Services (21,562 peers)
Berardi + Partners, Inc. multi-year trail
Berardi + Partners, Inc.'s plans moved -44.0% in assets from 2022 to 2024; this filing shows Berardi + Partners Employee Stock Ownership Plan at $3M / 39 participants.
- #8,525
- in Professional & Technical Services (21,562 peers)
- +63.8%
- assets growth YoY
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Berardi + Partners Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Berardi + Partners Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,298,692 42nd percentile higher than 42% 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
Berardi + Partners 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. Berardi + Partners Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 311016083 · Berardi + Partners, Inc. PY 2022 · ESOP
Berardi + Partners Employee Stock Ownership Plan · $3M · 39 · 42nd
- PHOTO $3M
- IND 39
- EOY 42nd
- 5500 ESOP
- ASSETS near Paragus Strategic It Employee Stock Ownership Plan
- PCT ind #8525
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 Ohio →
Berardi + Partners Employee Stock Ownership Plan in the asset neighbourhood
Berardi + Partners, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Berardi + Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 43.99277046780966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $3M |
| 2023 | 1 | 48 | $1M |
| 2024 | 1 | 54 | $2M |
Berardi + Partners, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$9M |
| Net Income | -$11M |
| Employer EIN | 311016083 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 30,782
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.4B · 1,000
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan $559M · 3,337
- Messer Inc. Employee Stock Ownership Plan $557M · 808
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $445M · 407
Berardi + Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Paragus Strategic It Employee Stock Ownership Plan in MA ($3M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Alexander Clark, Inc. Employee Stock Ownership Plan and Trust (ID) 39 · 0 off
- Jocott Brands, Inc. Employee Stock Ownership Plan (CA) 39 · 0 off
- Brb Contractors, Inc. Restated Employee Stock Ownership Plan and Trust (KS) 39 · 0 off
- Heartland Companies, Inc. Employee Stock Ownership Plan (IA) 39 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.