ESOP · DOL Form 5500 · 2022

G.W. Berkheimer Co. Inc. ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
291
Participants Below avg headcount
82nd
Percentile by assets National rank
$100,070
Avg per participant Below avg balance/head
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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.

  • #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.

#5,613
in Wholesale Trade (6,843 peers)
+3.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan's outsized position by total assets

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$29,120,482 Top 18% higher than 82% 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

G.W. Berkheimer Co. 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. G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (291 participants).

EBSA filing schedule strip

Filing strip 350823544 · G.W. Berkheimer Co. Inc. PY 2022 · ESOP

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan · $29M · 291 · 82nd

  • SCH $29M
  • EBSA 291
  • PART 82nd
  • TYPE ESOP
  • NET near First Bank Corp Employee Stock Ownership Plan
  • BOOK ind #5613

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 Indiana →

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dungarees, Inc. Employee Stock Ownership PlanDungarees, Inc. Employee Sto…$29MG.W. Berkheimer Co. Inc. Employee Stock Ownership PlanG.W. Berkheimer Co. Inc. Emp…$29MFirst Bank Corp Employee Stock Ownership PlanFirst Bank Corp Employee Sto…$29MNussbaum Transportation Services Employee Stock Ownership PlanNussbaum Transportation Serv…$29MConcrete Supply Co. Inc. Employee Stock Ownership PlanConcrete Supply Co. Inc. Emp…$29M
End-of-year total assets ($M) among G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$28M
Net Income$1M
Employer EIN350823544
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G.W. Berkheimer Co. Inc.)

Sponsor-wide plan assets over time

All G.W. Berkheimer Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 24.77920316726221% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71M $88.7M ▲ +24.8%
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 Scatter plot of 6 data points. 010002000300040005000 -0.500.511.52 Total assets ($B) Participants G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan, Total assets ($B): 0.029120482 · Participants: 291G.W. Berkheimer Co. Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is First Bank Corp Employee Stock Ownership Plan in AR ($29M); by covered participants it is Cortrust Bank Employee Stock Ownership Plan and Trust in SD (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan assets move in 2022? ▼
G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan edged up modestly - up 3.8% during 2022, from $28M to $29M. Reported net income was $1M.
How have G.W. Berkheimer Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G.W. Berkheimer Co. Inc.'s sponsor-wide assets grew 24.8%, from $71M to $89M.
Where does G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is First Bank Corp Employee Stock Ownership Plan in AR ($29M, 422 participants).
Which ESOP plans cover a similar participant headcount to G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cortrust Bank Employee Stock Ownership Plan and Trust in SD (291 participants, $24M 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 350823544.

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.