ESOP · DOL Form 5500 · 2023

The Brix Group ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
172
Participants Small participant base
79th
Percentile by assets National rank
$174,841
Avg per participant Above avg balance/head
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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.

  • #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.

#7,380
in Retail Trade (8,414 peers)
+221.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Brix Group Employee Stock Ownership Plan's outsized position by total assets

The Brix Group Employee Stock Ownership Plan vs every filed plan by assets

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

$30,072,580 Top 21% higher than 79% 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

The Brix Group 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. The Brix Group Employee Stock Ownership Plan sits mid-pack in the medium band (172 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942177912 · The Brix Group PY 2023 · ESOP

The Brix Group Employee Stock Ownership Plan · $30M · 172 · 79th

  • PCT $30M
  • PCT 172
  • PCT 79th
  • PCT ESOP
  • PCT near Nussbaum Transportation Services Employee Stock Ownership Plan
  • PCT ind #7380

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 California →

The Brix Group Employee Stock Ownership Plan in the asset neighbourhood

Metcut Employee Stock Ownership TrustMetcut Employee Stock Owners…$30MHub Truck Rental Corp. Employee Stock Ownership PlanHub Truck Rental Corp. Emplo…$30MThe Brix Group Employee Stock Ownership PlanThe Brix Group Employee Stoc…$30MNussbaum Transportation Services Employee Stock Ownership PlanNussbaum Transportation Serv…$30MInternational Cars Employee Stock Ownership PlanInternational Cars Employee …$30M
End-of-year total assets ($M) among The Brix Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$19M
Net Income$22M
Employer EIN942177912
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brix Group)

Sponsor-wide plan assets over time

All The Brix Group plans reported in each filing year

Latest sponsor-wide plan assets
$30M 72.93152250451058% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17.6M $30.4M ▲ +72.9%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Brix Group Employee Stock Ownership Plan, Total assets ($B): 0.03007258 · Participants: 172The Brix Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
The Brix Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Brix Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Brix Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Nussbaum Transportation Services Employee Stock Ownership Plan in IL ($30M); by covered participants it is Davidson Technologies, Inc. Employee Stock Ownership Plan in AL (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 The Brix Group Employee Stock Ownership Plan assets move in 2023? ▼
The Brix Group Employee Stock Ownership Plan surged - up 221.0% during 2023, from $9M to $30M. Reported net income was $22M.
How have The Brix Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brix Group's sponsor-wide assets grew 72.9%, from $18M to $30M.
Where does The Brix Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Brix Group Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Brix Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nussbaum Transportation Services Employee Stock Ownership Plan in IL ($30M, 625 participants).
Which ESOP plans cover a similar participant headcount to The Brix Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Davidson Technologies, Inc. Employee Stock Ownership Plan in AL (172 participants, N/A 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 942177912.

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.