ESOP · DOL Form 5500 · 2023

Bergen Plumbing, Heating and Cooling, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
45
Participants Small participant base
52nd
Percentile by assets National rank
$162,450
Avg per participant Above avg balance/head
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Official DOL plan name: Bergen Plumbing, Inc. Employee Stock Ownership Plan · Sponsored by Bergen Plumbing, Heating and Cooling, Inc. · Iowa · Construction

$7M in assets, 45 participants

Bergen Plumbing, Heating and Cooling, Inc.'s Bergen Plumbing, Inc. Employee Stock Ownership Plan reported $7M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,527 in Construction (9,030 peers)

What the 2023 filing shows

Bergen Plumbing, Inc. Employee Stock Ownership Plan holds $7M for 45 participants - about $162,450 per participant, above the median plan by assets.

#4,527
in Construction (9,030 peers)
+2.7%
assets growth YoY

Bergen Plumbing, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Bergen Plumbing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,310,236 Top 48% higher than 52% 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

Bergen Plumbing, 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. Bergen Plumbing, Inc. Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bergen Plumbing, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $342K in the plan year 2023 filing.
  • Bergen Plumbing, Inc. Employee Stock Ownership Plan reported participants fell from 51 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • Bergen Plumbing, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010789080 · Bergen Plumbing, Heating and Cooling, Inc. PY 2023 · ESOP

Bergen Plumbing, Inc. Employee Stock Ownership Plan · $7M · 45 · 52nd

  • EOY $7M
  • 5500 45
  • ASSETS 52nd
  • PCT ESOP
  • EIN near H. a. Guden Company, Inc. Employee Stock Ownership Plan
  • RANK ind #4527

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 Iowa →

Bergen Plumbing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bergen Plumbing, Inc. Employee Stock Ownership PlanBergen Plumbing, Inc. Employ…$7MH. a. Guden Company, Inc. Employee Stock Ownership PlanH. a. Guden Company, Inc. Em…$7MOpportunity Bank of Montana Employee Stock Ownership PlanOpportunity Bank of Montana …$7MBarton Associates, Inc. Employee Stock Ownership PlanBarton Associates, Inc. Empl…$7MAmeri-Force, Inc. Employee Stock Ownership PlanAmeri-Force, Inc. Employee S…$7M
End-of-year total assets ($M) among Bergen Plumbing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$2M
Net Income$342K
Employer EIN010789080
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergen Plumbing, Heating and Cooling, Inc.)

Sponsor-wide plan assets over time

All Bergen Plumbing, Heating and Cooling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 8.279115168539326% vs 2022
2024 filing year
$7M$7.2M$7.4M$7.6M$7.8M 202220232024 $7.12M $7.71M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 51 $7M
2023 1 45 $7M
2024 1 54 $8M

Nearby ESOP Plans in Iowa

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

Bergen Plumbing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Bergen Plumbing, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.310236 · Participants: 45Bergen Plumbing, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Bergen Plumbing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Bergen Plumbing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is H. a. Guden Company, Inc. Employee Stock Ownership Plan in NY ($7M); by covered participants it is Adams Management Employee Stock Ownership Plan in GA (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Bergen Plumbing, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bergen Plumbing, Inc. Employee Stock Ownership Plan edged up modestly - up 2.7% during 2023, from $7M to $7M. Reported net income was $342K.
How have Bergen Plumbing, Heating and Cooling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergen Plumbing, Heating and Cooling, Inc.'s sponsor-wide assets grew 8.3%, from $7M to $8M.
Which ESOP plans are similar in size to Bergen Plumbing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is H. a. Guden Company, Inc. Employee Stock Ownership Plan in NY ($7M, 22 participants).
Which ESOP plans cover a similar participant headcount to Bergen Plumbing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adams Management Employee Stock Ownership Plan in GA (45 participants, $7M 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 010789080.

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.