ESOP · DOL Form 5500 · 2023

The Brewer Company ESOP

Data updated 2026-08-11

$64M
Total assets
35
Participants
88th
Percentile by assets
$1.8M
Avg per participant
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Official DOL plan name: The Brewer Company Employee Stock Ownership Plan · Sponsored by The Brewer Company · Ohio · Manufacturing

$64M in assets, 35 participants

The Brewer Company's The Brewer Company Employee Stock Ownership Plan reported $64M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 127,072 plans)
  • #15,388 in Manufacturing (18,722 peers)

Where The Brewer Company Employee Stock Ownership Plan sits by assets

The Brewer Company Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $64M for 35 participants (~$1.8M/participant), up 44.3% in 2023.

$64M
total plan assets (2023 EOY)
35
covered participants
88th
percentile by assets (of 127,072 plans)
$1.8M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Brewer Company Employee Stock Ownership Plan reported net income rose from $11M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • The Brewer Company Employee Stock Ownership Plan end-of-year assets rose from $45M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • The Brewer Company Employee Stock Ownership Plan reported participants fell from 41 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

The Brewer Company Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, The Brewer Company Employee Stock Ownership Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$56M
Net Income$20M
Employer EIN310224000
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brewer Company)

$40M$50M$60M$70M$80M 202220232024 $44.5M $74.1M ▲ +66.3%
Total plan assets by year, all The Brewer Company plans on file
Year Plans Participants Total Assets
2022 1 41 $45M
2023 1 35 $64M
2024 1 39 $74M

Nearby ESOP Plans in Ohio

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

The Brewer Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

The Brewer Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants The Brewer Company E…Procter & Gamble Pro…The Garland Industri…Messer Inc. Employee…Great Lakes Cheese C…Cleveland Steel Cont…
The Brewer Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Brewer Company Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Brewer Company Employee Stock Ownership Plan assets move in 2023?
The Brewer Company Employee Stock Ownership Plan surged - up 44.3% during 2023, from $45M to $64M. Reported net income was $20M.
How have The Brewer Company plan assets changed over time?
Across 3 plan years on file (2022-2024), The Brewer Company's sponsor-wide assets grew 66.3%, from $45M to $74M.
Where does The Brewer Company Employee Stock Ownership Plan rank by assets among Form 5500 filers?
The Brewer Company Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Brewer Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Cost Containment Group, Inc Employee Stock Ownership Plan in FL ($64M, 43 participants).

Next read for The Brewer Company Employee Stock Owners…

Scale reading

Ways to act on The Brewer Company Employee Stock Ownership Plan's numbers.

  • By total assets, The Brewer Company 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 Ohio. Compare plans
  • The Brewer Company's sponsor-wide assets have grown 66.3% since 2022 across 3 plan years on file. More Manufacturing plans