ESOP · DOL Form 5500 · 2023

Bradford White Corporation ESOP

Data updated 2026-08-11

$1.6B
Total assets: 342
Participants: 99th
Percentile by assets: $4.6M
Avg per participant

Official DOL plan name: Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement · Sponsored by Bradford White Corporation · Pennsylvania · Manufacturing

$1.6B in assets, 342 participants

Bradford White Corporation's Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement reported $1.6B in total assets and 342 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 127,072 plans)
#18,402 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement covers 342 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $1.6B.

$1.6B
total plan assets (2023 EOY): 342
covered participants: 99th
percentile by assets (of 127,072 plans): $4.6M
avg assets per participant

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.6B in the plan year 2023 filing.
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement reported net income rose from $327M in the plan year 2022 filing to $414M in the plan year 2023 filing.
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement reported participants rose from 337 in the plan year 2022 filing to 342 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Manufacturing

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement reports 342 participants - about 42% of that state average ($1.6B EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$1.2B
Net Assets (End of Year)	$1.4B
Net Income	$414M
Employer EIN	232384646
Plan Effective Date	1992-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bradford White Corporation)

Total plan assets by year, all Bradford White Corporation plans on file

Year	Plans	Participants	Total Assets
2022	4	2,248	$1.3B
2023	4	2,512	$1.7B
2024	4	2,917	$2.0B

Nearby ESOP Plans in Pennsylvania

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

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
D & H Employee Stock Ownership Plan $289M · 1,461
Newage Industries, Inc. Employee Stock Ownership Plan $258M · 292

Compare Bradford White Corporation Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement by total assets, not by location.

Kehe Distributors, Inc. Employee Stock Ownership Plan (IL) $1.6B · 4,251
Mccarthy Employee Stock Ownership Plan (MO) $1.5B · 3,651
Acco Employee Stock Ownership Plan (CA) $1.4B · 1,397
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust (OH) $1.7B · 1,019

Frequently Asked Questions

How did Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement assets move in 2023? ▼

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement surged - up 34.9% during 2023, from $1.2B to $1.6B. Reported net income was $414M.

How have Bradford White Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bradford White Corporation's sponsor-wide assets grew 53.1%, from $1.3B to $2.0B.

Where does Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement rank by assets among Form 5500 filers? ▼

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).

Which ESOP plans are similar in size to Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement? ▼

Among ESOP plans in other states, the closest by assets is Kehe Distributors, Inc. Employee Stock Ownership Plan in IL ($1.6B, 4,251 participants).

Next read for Bradford White Corporation Employee Stoc…

Filing takeaways

Ways to act on Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement's numbers.

By total assets, Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
Bradford White Corporation's sponsor-wide assets have grown 53.1% since 2022 across 3 plan years on file. More Manufacturing plans

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 232384646.