ESOP · DOL Form 5500 · 2023

Berkel & Company Contractors Inc. ESOP

Data updated 2026-08-25

$98M
Total assets Below avg plan size
392
Participants Below avg headcount
91st
Percentile by assets National rank
$249,239
Avg per participant Above avg balance/head
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Official DOL plan name: Berkel & Company Contractors, Inc. Employee Stock Ownership Plan · Sponsored by Berkel & Company Contractors Inc. · Kansas · Construction

$98M in assets, 392 participants

Berkel & Company Contractors Inc.'s Berkel & Company Contractors, Inc. Employee Stock Ownership Plan reported $98M in total assets and 392 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,075 in Construction (9,030 peers)

Where Berkel & Company Contractors, Inc. Employee Stock Ownership Plan sits by assets

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $98M for 392 participants (~$249,239/participant), up 27.1% in 2023.

#8,075
in Construction (9,030 peers)
+27.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan's outsized position by total assets

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$97,701,863 Top 9% higher than 91% 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

Berkel & Company Contractors, 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. Berkel & Company Contractors, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (392 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berkel & Company Contractors, Inc. Employee Stock Ownership Plan reported net income rose from $8M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Berkel & Company Contractors, Inc. Employee Stock Ownership Plan end-of-year assets rose from $77M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Berkel & Company Contractors, Inc. Employee Stock Ownership Plan reported participants rose from 377 in the plan year 2022 filing to 392 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 480650969 · Berkel & Company Contractors Inc. PY 2023 · ESOP

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan · $98M · 392 · 91st

  • RANK $98M
  • RANK 392
  • RANK 91st
  • RANK ESOP
  • RANK near Physical Sciences Inc. Employee Stock Ownership Plan
  • RANK ind #8075

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 Kansas →

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ai Industries, Inc. Employee Stock Ownership PlanAi Industries, Inc. Employee…$98MPhysical Sciences Inc. Employee Stock Ownership PlanPhysical Sciences Inc. Emplo…$98MConsolidated Mill Supply, Inc. Employee Stock Ownership PlanConsolidated Mill Supply, In…$98MBerkel & Company Contractors, Inc. Employee Stock Ownership PlanBerkel & Company Contractors…$98MTecnico Corporation Employee Stock Ownership PlanTecnico Corporation Employee…$97M
End-of-year total assets ($M) among Berkel & Company Contractors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$98M
Net Income$21M
Employer EIN480650969
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkel & Company Contractors Inc.)

Sponsor-wide plan assets over time

All Berkel & Company Contractors Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$141M 40.83036016291845% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $100M $141M ▲ +40.8%
Year Plans Participants Total Assets
2022 2 742 $100M
2023 2 755 $127M
2024 2 823 $141M

Nearby ESOP Plans in Kansas

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

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 200400600800 0100200300400 Total assets ($M) Participants Berkel & Company Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.701863 · Participants: 392Berkel & Company Contractors, Inc. Employee Stock Ownership PlanPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 358.733267 · Participants: 488Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 296.082944 · Participants: 549Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 239.968034 · Participants: 754Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 136.184991 · Participants: 236Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 98.736189 · Participants: 665Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Berkel & Company Contractors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Berkel & Company Contractors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Physical Sciences Inc. Employee Stock Ownership Plan in MA ($98M); by covered participants it is Urban Engineers, Inc. Employee Stock Ownership Plan in PA (392 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Berkel & Company Contractors, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Berkel & Company Contractors, Inc. Employee Stock Ownership Plan grew sharply - up 27.1% during 2023, from $77M to $98M. Reported net income was $21M.
How have Berkel & Company Contractors Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkel & Company Contractors Inc.'s sponsor-wide assets grew 40.8%, from $100M to $141M.
Where does Berkel & Company Contractors, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Berkel & Company Contractors, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Berkel & Company Contractors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Physical Sciences Inc. Employee Stock Ownership Plan in MA ($98M, 250 participants).
Which ESOP plans cover a similar participant headcount to Berkel & Company Contractors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Urban Engineers, Inc. Employee Stock Ownership Plan in PA (392 participants, $9M 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 480650969.

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.