ESOP · DOL Form 5500 · 2023

Bradford White Corporation ESOP

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
342
Participants Below avg headcount
99th
Percentile by assets National rank
$4.6M
Avg per participant High balance/head
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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.

  • #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.

#18,402
in Manufacturing (18,722 peers)
+34.9%
assets growth YoY
16×
vs typical plan assets (national mean)

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement's outsized position by total assets

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$1,558,044,827 Top 1% higher than 99% 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

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement 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. Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 232384646 · Bradford White Corporation PY 2023 · ESOP

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement · $1.6B · 342 · 99th

  • EIN $1.6B
  • RANK 342
  • PHOTO 99th
  • IND ESOP
  • EOY near Kehe Distributors, Inc. Employee Stock Ownership Plan
  • 5500 ind #18402

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 Pennsylvania →

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

The Garland Industries, Inc. Employee Stock Ownership Plan & TrustThe Garland Industries, Inc.…$1.7BKehe Distributors, Inc. Employee Stock Ownership PlanKehe Distributors, Inc. Empl…$1.6BBradford White Corporation Employee Stock Ownership Plan and Trust AgreementBradford White Corporation E…$1.6BMccarthy Employee Stock Ownership PlanMccarthy Employee Stock Owne…$1.5BAcco Employee Stock Ownership PlanAcco Employee Stock Ownershi…$1.4B
End-of-year total assets ($B) among Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.4B
Net Income$414M
Employer EIN232384646
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradford White Corporation)

Sponsor-wide plan assets over time

All Bradford White Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 53.052145442152806% vs 2022
2024 filing year
$1B$1.5B$2B$2.5B 202220232024 $1.28B $1.95B ▲ +52.3%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 0246 Total assets ($B) Participants Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership PlanNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.257580354 · Participants: 292Newage Industries, Inc. Employee Stock Ownership Plan
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Kehe Distributors, Inc. Employee Stock Ownership Plan in IL ($1.6B); by covered participants it is Bonitz, Inc. Employee Stock Ownership Plan in SC (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 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).
Which ESOP plans cover a similar participant headcount to Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is Bonitz, Inc. Employee Stock Ownership Plan in SC (342 participants, $62M 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 232384646.

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.