ESOP · DOL Form 5500 · 2023

Brewer Direct, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
53
Participants Small participant base
63rd
Percentile by assets National rank
$232,642
Avg per participant Above avg balance/head
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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.

  • #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.

#6,231
in Other Services (7,857 peers)
+11.2%
assets growth YoY

Brewer Direct, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

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

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 2023

Brewer Direct, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brewer Direct, Inc. Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201094526 · Brewer Direct, Inc. PY 2023 · ESOP

Brewer Direct, Inc. Employee Stock Ownership Plan · $12M · 53 · 63rd

  • TYPE $12M
  • NET 53
  • BOOK 63rd
  • VS-ST ESOP
  • BOY near Infosight Employee Stock Ownership Plan and Trust
  • SCH ind #6231

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 →

Brewer Direct, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Brewer Direct, Inc. Employee Stock Ownership PlanBrewer Direct, Inc. Employee…$12MInfosight Employee Stock Ownership Plan and TrustInfosight Employee Stock Own…$12MBay-Vanguard Federal Savings Bank Employee Stock Ownership PlanBay-Vanguard Federal Savings…$12MBenning Construction Company Employee Stock Ownership PlanBenning Construction Company…$12MAxios International, Inc. Employee Stock Ownership PlanAxios International, Inc. Em…$12M
End-of-year total assets ($M) among Brewer Direct, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Brewer Direct, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Brewer Direct, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 9.5568369219638% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $11.1M $10M ▼ -9.6%
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 EIN201094526
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Brewer Direct, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Brewer Direct, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012330041 · Participants: 53Brewer Direct, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Brewer Direct, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Brewer Direct, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Brewer Direct, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Infosight Employee Stock Ownership Plan and Trust in OH ($12M); by covered participants it is The Peoples Bank & Trust Employee Stock Ownership Plan in TN (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brewer Direct, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Brewer Direct, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.2% during 2023, from $11M to $12M. Reported net income was $1M.
How have Brewer Direct, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brewer Direct, Inc.'s sponsor-wide assets declined 9.6%, from $11M to $10M.
Which ESOP plans are similar in size to Brewer Direct, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Infosight Employee Stock Ownership Plan and Trust in OH ($12M, 57 participants).
Which ESOP plans cover a similar participant headcount to Brewer Direct, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples Bank & Trust Employee Stock Ownership Plan in TN (53 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201094526.

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.