ESOP · DOL Form 5500 · 2022
G.W. Berkheimer Co. Inc. ESOP
Data updated 2026-08-11
- $29M
- Total assets
- 291
- Participants
- 82nd
- Percentile by assets
- $100,070
- Avg per participant
Official DOL plan name: G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan · Sponsored by G.W. Berkheimer Co. Inc. · Indiana · Wholesale Trade
$29M in assets, 291 participants
G.W. Berkheimer Co. Inc.'s G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan reported $29M in total assets and 291 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #5,613 in Wholesale Trade (6,843 peers)
Where G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan sits by assets
G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $29M for 291 participants (~$100,070/participant), up 3.8% in 2022.
- $29M
- total plan assets (2022 EOY)
- 291
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $100,070
- avg assets per participant
G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $1M |
| Employer EIN | 350823544 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (G.W. Berkheimer Co. Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 619 | $71M |
| 2023 | 2 | 608 | $83M |
| 2024 | 2 | 627 | $89M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan's numbers.
- By total assets, G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- G.W. Berkheimer Co. Inc.'s sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Wholesale Trade plans