ESOP · DOL Form 5500 · 2023

Brph Companies ESOP

Data updated 2026-08-25

$41M
Total assets Below avg plan size
332
Participants Below avg headcount
83rd
Percentile by assets National rank
$122,531
Avg per participant Near avg balance/head
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Official DOL plan name: Brph Companies, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Brph Companies · Florida · Professional & Technical Services

$41M in assets, 332 participants

Brph Companies's Brph Companies, Inc. Employee Stock Ownership Plan and Trust reported $41M in total assets and 332 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,070 in Professional & Technical Services (20,321 peers)

Where Brph Companies, Inc. Employee Stock Ownership Plan and Trust sits by assets

Brph Companies, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $41M for 332 participants (~$122,531/participant), up 28.9% in 2023.

#17,070
in Professional & Technical Services (20,321 peers)
+28.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Brph Companies, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Brph Companies, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$40,680,334 Top 17% higher than 83% 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

Brph Companies, Inc. Employee Stock Ownership Plan and Trust 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. Brph Companies, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (332 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brph Companies, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Brph Companies, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $32M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Brph Companies, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 294 in the plan year 2022 filing to 332 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591447471 · Brph Companies PY 2023 · ESOP

Brph Companies, Inc. Employee Stock Ownership Plan and Trust · $41M · 332 · 83rd

  • BOOK $41M
  • BOOK 332
  • BOOK 83rd
  • BOOK ESOP
  • BOOK near Brockway-Smith Company Profit Sharing Plan & Trust
  • BOOK ind #17070

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 Florida →

Brph Companies, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

20/20 Plumbing and Heating, Inc. ESOP20/20 Plumbing and Heating, …$41MBrph Companies, Inc. Employee Stock Ownership Plan and TrustBrph Companies, Inc. Employe…$41MBrockway-Smith Company Profit Sharing Plan & TrustBrockway-Smith Company Profi…$41MEutaw Construction Company, Inc. Employee Stock Ownership PlanEutaw Construction Company, …$41MShamrock Bancshares Employee Stock Ownership PlanShamrock Bancshares Employee…$41M
End-of-year total assets ($M) among Brph Companies, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$41M
Net Income$9M
Employer EIN591447471
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brph Companies)

Sponsor-wide plan assets over time

All Brph Companies plans reported in each filing year

Latest sponsor-wide plan assets
$44M 40.26838745898774% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.6M $44.3M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 294 $32M
2023 1 332 $41M
2024 1 288 $44M

Nearby ESOP Plans in Florida

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

Brph Companies, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Brph Companies, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.040680334 · Participants: 332Brph Companies, Inc. Employee Stock Ownership Plan and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Brph Companies, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants

Brph Companies, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Brockway-Smith Company Profit Sharing Plan & Trust in MA ($41M); by covered participants it is Peoples Security Bank & Trust Co. Employee Stock Ownership Plan in PA (332 participants). Same-state nearby plans are listed separately above.

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 Brph Companies, Inc. Employee Stock Ownership Plan and Trust assets move in 2023?
Brph Companies, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 28.9% during 2023, from $32M to $41M. Reported net income was $9M.
How have Brph Companies plan assets changed over time?
Across 3 plan years on file (2022-2024), Brph Companies's sponsor-wide assets grew 40.3%, from $32M to $44M.
Where does Brph Companies, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
Brph Companies, Inc. Employee Stock Ownership Plan and Trust ranks in the 83rd 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 Brph Companies, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Brockway-Smith Company Profit Sharing Plan & Trust in MA ($41M, 57 participants).
Which ESOP plans cover a similar participant headcount to Brph Companies, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by covered participants is Peoples Security Bank & Trust Co. Employee Stock Ownership Plan in PA (332 participants, $6M in assets).