ESOP · DOL Form 5500 · 2023
Brewer Direct, Inc. ESOP
Data updated 2026-08-11
- $12M
- Total assets
- 53
- Participants
- 63rd
- Percentile by assets
- $232,642
- Avg per participant
Official DOL plan name: Brewer Direct, Inc. Employee Stock Ownership Plan · Sponsored by Brewer Direct, Inc. · California · Other Services
$12M in assets, 53 participants
Brewer Direct, Inc.'s Brewer Direct, Inc. Employee Stock Ownership Plan reported $12M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- 63rd percentile by assets (of 127,072 plans)
- #6,231 in Other Services (7,857 peers)
2023 asset change
Brewer Direct, Inc. Employee Stock Ownership Plan grew at a solid clip 11.2% in 2023 ($11M → $12M) for 53 participants.
- $12M
- total plan assets (2023 EOY)
- 53
- covered participants
- 63rd
- percentile by assets (of 127,072 plans)
- $232,642
- avg assets per participant
Where Brewer Direct, Inc. Employee Stock Ownership Plan sits by total assets
Brewer Direct, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,330,041 Top 37% higher than 63% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brewer Direct, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Brewer Direct, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Brewer Direct, Inc. Employee Stock Ownership Plan reported participants rose from 48 in the plan year 2022 filing to 53 in the plan year 2023 filing.
2023 asset move for Brewer Direct, Inc. Employee Stock Ownership Plan
Year over year, total assets grew at a solid clip from $11M at the start of 2023 to $12M at year-end (up 11.2%). Net assets closed at $8M; reported net income $1M.
Brewer Direct, Inc. years around the 2023 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $11M |
| 2023 | 1 | 53 | $12M |
| 2024 | 1 | 74 | $10M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 201094526 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Brewer Direct, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Brewer Direct, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
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Next read for Brewer Direct, Inc. Employee Stock Owner…
2023 change
Ways to act on Brewer Direct, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Brewer Direct, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Brewer Direct, Inc.'s sponsor-wide assets have declined 9.6% since 2022 across 3 plan years on file. More Other Services plans