ESOP · DOL Form 5500 · 2023

Birkey's Farm Store, Inc. ESOP

Data updated 2026-08-25

$56M
Total assets Below avg plan size
411
Participants Below avg headcount
87th
Percentile by assets National rank
$135,805
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Birkey's Employee Stock Ownership Plan · Sponsored by Birkey's Farm Store, Inc. · Illinois · Wholesale Trade

$56M in assets, 411 participants

Birkey's Farm Store, Inc.'s Birkey's Employee Stock Ownership Plan reported $56M in total assets and 411 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,555 in Wholesale Trade (6,309 peers)

Where Birkey's Employee Stock Ownership Plan sits by assets

Birkey's Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $56M for 411 participants (~$135,805/participant), up 7.2% in 2023.

#5,555
in Wholesale Trade (6,309 peers)
+7.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Birkey's Employee Stock Ownership Plan's outsized position by total assets

Birkey's Employee Stock Ownership Plan vs every filed plan by assets

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

$55,815,750 Top 13% higher than 87% 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

Birkey's 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. Birkey's Employee Stock Ownership Plan sits mid-pack in the medium band (411 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Birkey's Employee Stock Ownership Plan reported net income fell from $48M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Birkey's Employee Stock Ownership Plan end-of-year assets rose from $52M in the plan year 2022 filing to $56M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 370791276 · Birkey's Farm Store, Inc. PY 2023 · ESOP

Birkey's Employee Stock Ownership Plan · $56M · 411 · 87th

  • VS-ST $56M
  • VS-ST 411
  • VS-ST 87th
  • VS-ST ESOP
  • VS-ST near Swift & Staley Inc. Employee Stock Ownership Plan
  • VS-ST ind #5555

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 Illinois →

Birkey's Employee Stock Ownership Plan in the asset neighbourhood

Rcss Holdings, Inc. Employee Stock Ownership PlanRcss Holdings, Inc. Employee…$56MKraft Fluid Systems, Inc. Employee Stock Ownership Plan and TrustKraft Fluid Systems, Inc. Em…$56MBirkey's Employee Stock Ownership PlanBirkey's Employee Stock Owne…$56MSwift & Staley Inc. Employee Stock Ownership PlanSwift & Staley Inc. Employee…$56MS&j Supply Company, Inc. Employee Stock Ownership PlanS&j Supply Company, Inc. Emp…$55M
End-of-year total assets ($M) among Birkey's Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$55M
Net Income$4M
Employer EIN370791276
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birkey's Farm Store, Inc.)

Sponsor-wide plan assets over time

All Birkey's Farm Store, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 4.601705500849115% vs 2022
2024 filing year
$80M$85M$90M$95M$100M$105M 202220232024 $88.9M $84.8M ▼ -4.6%
Year Plans Participants Total Assets
2022 2 764 $89M
2023 2 772 $100M
2024 2 923 $85M

Nearby ESOP Plans in Illinois

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

Birkey's Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Birkey's Employee Stock Ownership Plan, Total assets ($B): 0.05581575 · Participants: 411Birkey's Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Birkey's Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Birkey's Employee Stock Ownership Plan side-by-side with 3 peers →

Birkey's Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Swift & Staley Inc. Employee Stock Ownership Plan in KY ($56M); by covered participants it is Johnnys Pizza House, Inc. Employee Stock Ownership Plan in LA (411 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (411 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 Birkey's Employee Stock Ownership Plan assets move in 2023? ▼
Birkey's Employee Stock Ownership Plan grew at a solid clip - up 7.2% during 2023, from $52M to $56M. Reported net income was $4M.
How have Birkey's Farm Store, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birkey's Farm Store, Inc.'s sponsor-wide assets declined 4.6%, from $89M to $85M.
Where does Birkey's Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Birkey's Employee Stock Ownership Plan ranks in the 87th 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 Birkey's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Swift & Staley Inc. Employee Stock Ownership Plan in KY ($56M, 64 participants).
Which ESOP plans cover a similar participant headcount to Birkey's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Johnnys Pizza House, Inc. Employee Stock Ownership Plan in LA (411 participants, $45M 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 370791276.

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.