ESOP · DOL Form 5500 · 2022

Berrett-Koehler Publishers, Inc. ESOP

Data updated 2026-08-25

$383K
Total assets Small plan by assets
33
Participants Small participant base
16th
Percentile by assets National rank
$11,620
Avg per participant Low balance/head
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Official DOL plan name: Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan · Sponsored by Berrett-Koehler Publishers, Inc. · California · Information & Media

$383K in assets, 33 participants

Berrett-Koehler Publishers, Inc.'s Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan reported $383K in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #238 in Information & Media (2,911 peers)

Berrett-Koehler Publishers, Inc. multi-year trail

Berrett-Koehler Publishers, Inc.'s plans moved -50.2% in assets from 2022 to 2024; this filing shows Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan at $383K / 33 participants.

#238
in Information & Media (2,911 peers)
-55.8%
assets change YoY

The plan reported a net loss of $484K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$383,463 16th percentile higher than 16% 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

Berrett-Koehler Publishers, Inc. 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. Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 943151521 · Berrett-Koehler Publishers, Inc. PY 2022 · ESOP

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan · $383K · 33 · 16th

  • EBSA $383K
  • EBSA 33
  • EBSA 16th
  • EBSA ESOP
  • EBSA near Linco Holdings, Inc. Employee Stock Ownership Plan
  • EBSA ind #238

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 →

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Berrett-Koehler Publishers, Inc. Employee Stock Ownership PlanBerrett-Koehler Publishers, …$383KLinco Holdings, Inc. Employee Stock Ownership PlanLinco Holdings, Inc. Employe…$384KThe L.S. Starrett Company 2013 Employee Stock Ownership Plan and TrustThe L.S. Starrett Company 20…$383KA & W Construction Services, Inc. ESOP and TrustA & W Construction Services,…$382KCrosby & Henry, Inc. Employee Stock Ownership PlanCrosby & Henry, Inc. Employe…$381K
End-of-year total assets ($M) among Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Berrett-Koehler Publishers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Berrett-Koehler Publishers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$191K 50.19519484278796% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.38M $0.19M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 33 $383K
2023 1 33 $209K
2024 1 23 $191K

Berrett-Koehler Publishers, Inc. filing trail (2022)

Total Assets (Beginning of Year)$868K
Net Assets (End of Year)$376K
Net Income-$484K
Employer EIN943151521
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000383463 · Participants: 33Berrett-Koehler Publishers, Inc. 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
Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Linco Holdings, Inc. Employee Stock Ownership Plan in AL ($384K); by covered participants it is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan contracted severely - down 55.8% during 2022, from $868K to $383K. Reported net income was -$484K.
How have Berrett-Koehler Publishers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berrett-Koehler Publishers, Inc.'s sponsor-wide assets declined 50.2%, from $383K to $191K.
Where does Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Linco Holdings, Inc. Employee Stock Ownership Plan in AL ($384K, 22 participants).
Which ESOP plans cover a similar participant headcount to Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants, $2M 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 943151521.

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.