ESOP · DOL Form 5500 · 2023
The Brix Group ESOP
Data updated 2026-08-11
- $30M
- Total assets
- 172
- Participants
- 79th
- Percentile by assets
- $174,841
- Avg per participant
Official DOL plan name: The Brix Group Employee Stock Ownership Plan · Sponsored by The Brix Group · California · Retail Trade
$30M in assets, 172 participants
The Brix Group's The Brix Group Employee Stock Ownership Plan reported $30M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- 79th percentile by assets (of 127,072 plans)
- #7,380 in Retail Trade (8,414 peers)
Coverage in California
The Brix Group Employee Stock Ownership Plan covers 172 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $30M.
- $30M
- total plan assets (2023 EOY)
- 172
- covered participants
- 79th
- percentile by assets (of 127,072 plans)
- $174,841
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Brix Group Employee Stock Ownership Plan reported net income rose from -$682K in the plan year 2022 filing to $22M in the plan year 2023 filing.
- The Brix Group Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- The Brix Group Employee Stock Ownership Plan reported participants fell from 177 in the plan year 2022 filing to 172 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. The Brix Group Employee Stock Ownership Plan reports 172 participants - about 27% of that state average ($30M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $22M |
| Employer EIN | 942177912 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Brix Group)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 334 | $18M |
| 2023 | 2 | 339 | $37M |
| 2024 | 2 | 313 | $30M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
The Brix Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Brix Group Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did The Brix Group Employee Stock Ownership Plan assets move in 2023? ▼
How have The Brix Group plan assets changed over time? ▼
Where does The Brix Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to The Brix Group Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on The Brix Group Employee Stock Ownership Plan's numbers.
- By total assets, The Brix Group Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- The Brix Group's sponsor-wide assets have grown 72.9% since 2022 across 3 plan years on file. More Retail Trade plans