ESOP · DOL Form 5500 · 2023

Bernards Holdings, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
267
Participants Below avg headcount
69th
Percentile by assets National rank
$61,985
Avg per participant Low balance/head
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Official DOL plan name: Bernards Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Bernards Holdings, Inc. · California · Construction

$17M in assets, 267 participants

Bernards Holdings, Inc.'s Bernards Holdings, Inc. Employee Stock Ownership Plan reported $17M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,115 in Construction (9,030 peers)

Coverage in California

Bernards Holdings, Inc. Employee Stock Ownership Plan covers 267 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $17M.

#6,115
in Construction (9,030 peers)
-15.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bernards Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bernards Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,550,000 Top 31% higher than 69% 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

Bernards Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernards Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernards Holdings, Inc. Employee Stock Ownership Plan reported net income fell from -$2M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Bernards Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 391 in the plan year 2022 filing to 267 in the plan year 2023 filing.
  • Bernards Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $20M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 814725849 · Bernards Holdings, Inc. PY 2023 · ESOP

Bernards Holdings, Inc. Employee Stock Ownership Plan · $17M · 267 · 69th

  • SCH $17M
  • SCH 267
  • SCH 69th
  • SCH ESOP
  • SCH near Burns Engineering, Inc. Employee Stock Ownership Plan
  • SCH ind #6115

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 →

Bernards Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Valhalla Holdings, Inc. Employee Stock Ownership Plan and TrustValhalla Holdings, Inc. Empl…$17MBurns Engineering, Inc. Employee Stock Ownership PlanBurns Engineering, Inc. Empl…$17MSelect Investment and Management Co. Employee Stock Ownership PlanSelect Investment and Manage…$17MBernards Holdings, Inc. Employee Stock Ownership PlanBernards Holdings, Inc. Empl…$17MThermoanalytics, Inc. Employee Stock Ownership PlanThermoanalytics, Inc. Employ…$17M
End-of-year total assets ($M) among Bernards Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN814725849
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernards Holdings, Inc.)

Sponsor-wide plan assets over time

All Bernards Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.265306122448976% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $19.6M $12.1M ▼ -38.3%
Year Plans Participants Total Assets
2022 1 391 $20M
2023 1 267 $17M
2024 1 333 $12M

Nearby ESOP Plans in California

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

Bernards Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bernards Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01655 · Participants: 267Bernards Holdings, 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
Bernards Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bernards Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Burns Engineering, Inc. Employee Stock Ownership Plan in PA ($17M); by covered participants it is Pro2serve Employee Stock Ownership Plan in TN (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Bernards Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bernards Holdings, Inc. Employee Stock Ownership Plan declined sharply - down 15.6% during 2023, from $20M to $17M. Reported net income was -$3M.
How have Bernards Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernards Holdings, Inc.'s sponsor-wide assets declined 38.3%, from $20M to $12M.
Which ESOP plans are similar in size to Bernards Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Burns Engineering, Inc. Employee Stock Ownership Plan in PA ($17M, 284 participants).
Which ESOP plans cover a similar participant headcount to Bernards Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro2serve Employee Stock Ownership Plan in TN (268 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 814725849.

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.