ESOP · DOL Form 5500 · 2023

Deschutes Brewery, Inc. ESOP ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
286
Participants Below avg headcount
37th
Percentile by assets National rank
$11,503
Avg per participant Low balance/head
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Official DOL plan name: Deschutes Brewery, Inc. Employee Stock Ownership Plan · Sponsored by Deschutes Brewery, Inc. ESOP · Oregon · Manufacturing

$3M in assets, 286 participants

Deschutes Brewery, Inc. ESOP's Deschutes Brewery, Inc. Employee Stock Ownership Plan reported $3M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,825 in Manufacturing (18,722 peers)

Deschutes Brewery, Inc. ESOP multi-year trail

Deschutes Brewery, Inc. ESOP's plans moved +29.3% in assets from 2022 to 2024; this filing shows Deschutes Brewery, Inc. Employee Stock Ownership Plan at $3M / 286 participants.

#3,825
in Manufacturing (18,722 peers)
-36.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Deschutes Brewery, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Deschutes Brewery, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,289,902 37th percentile higher than 37% 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

Deschutes Brewery, Inc. 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. Deschutes Brewery, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (286 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Deschutes Brewery, Inc. Employee Stock Ownership Plan reported net income fell from $19K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Deschutes Brewery, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Deschutes Brewery, Inc. Employee Stock Ownership Plan reported participants rose from 255 in the plan year 2022 filing to 286 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930972809 · Deschutes Brewery, Inc. ESOP PY 2023 · ESOP

Deschutes Brewery, Inc. Employee Stock Ownership Plan · $3M · 286 · 37th

  • SCH $3M
  • EBSA 286
  • PART 37th
  • TYPE ESOP
  • NET near Banning Engineering Employee Stock Ownership Plan
  • BOOK ind #3825

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 Oregon →

Deschutes Brewery, Inc. Employee Stock Ownership Plan in the asset neighbourhood

American Asphalt South, Inc. Employee Stock Ownership PlanAmerican Asphalt South, Inc.…$3MDeschutes Brewery, Inc. Employee Stock Ownership PlanDeschutes Brewery, Inc. Empl…$3MBanning Engineering Employee Stock Ownership PlanBanning Engineering Employee…$3MBelshire Holdings, Inc. Employee Stock Ownership PlanBelshire Holdings, Inc. Empl…$3MKing Van & Storage, Inc. Employee Stock Ownership PlanKing Van & Storage, Inc. Emp…$3M
End-of-year total assets ($M) among Deschutes Brewery, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Deschutes Brewery, Inc. ESOP multi-year asset trail

Sponsor-wide plan assets over time

All Deschutes Brewery, Inc. ESOP plans reported in each filing year

Latest sponsor-wide plan assets
$37M 29.291577981908308% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.6M $36.9M ▲ +29.3%
Year Plans Participants Total Assets
2022 2 692 $29M
2023 2 664 $31M
2024 2 625 $37M

Deschutes Brewery, Inc. ESOP filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN930972809
Plan Effective Date2012-12-12
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Deschutes Brewery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Deschutes Brewery, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.289902 · Participants: 286Deschutes Brewery, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Deschutes Brewery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Deschutes Brewery, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest ESOP by assets is Banning Engineering Employee Stock Ownership Plan in IN ($3M); by covered participants it is Godshall's Quality Meats Employee Stock Ownership Plan in (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Deschutes Brewery, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Deschutes Brewery, Inc. Employee Stock Ownership Plan contracted severely - down 36.7% during 2023, from $5M to $3M. Reported net income was -$2M.
How have Deschutes Brewery, Inc. ESOP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Deschutes Brewery, Inc. ESOP's sponsor-wide assets grew 29.3%, from $29M to $37M.
Which ESOP plans are similar in size to Deschutes Brewery, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Banning Engineering Employee Stock Ownership Plan in IN ($3M, 48 participants).
Which ESOP plans cover a similar participant headcount to Deschutes Brewery, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Godshall's Quality Meats Employee Stock Ownership Plan in (286 participants, $58M 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 930972809.

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.