ESOP · DOL Form 5500 · 2023

Berrett-Koehler Publishers, Inc. ESOP

Data updated 2026-08-25

$209K
Total assets Small plan by assets
33
Participants Small participant base
11th
Percentile by assets National rank
$6,327
Avg per participant Low balance/head
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Official DOL plan name: Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan · Sponsored by Berrett-Koehler Publishers, Inc. · California · Information & Media

$209K in assets, 33 participants

Berrett-Koehler Publishers, Inc.'s Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan reported $209K in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #167 in Information & Media (2,818 peers)

Berrett-Koehler Publishers, Inc. multi-year trail

Berrett-Koehler Publishers, Inc.'s plans moved -50.2% in assets from 2022 to 2024; this filing shows Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan at $209K / 33 participants.

#167
in Information & Media (2,818 peers)
-45.5%
assets change YoY

The plan reported a net loss of $175K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$208,799 11th percentile higher than 11% 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

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan reported net income rose from -$484K in the plan year 2022 filing to -$175K in the plan year 2023 filing.
  • Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan end-of-year assets fell from $383K in the plan year 2022 filing to $209K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943151521 · Berrett-Koehler Publishers, Inc. PY 2023 · ESOP

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan · $209K · 33 · 11th

  • PHOTO $209K
  • PHOTO 33
  • PHOTO 11th
  • PHOTO ESOP
  • PHOTO near Branca Holdings, Inc. Employee Stock Ownership Plan and Trust
  • PHOTO ind #167

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 →

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Berrett-Koehler Publishers, Inc. Employee Stock Ownership PlanBerrett-Koehler Publishers, …$209KBranca Holdings, Inc. Employee Stock Ownership Plan and TrustBranca Holdings, Inc. Employ…$208KThe Financial Consulate Employee Stock Ownership PlanThe Financial Consulate Empl…$210KBlooming Nursery, Inc. Employee Stock Ownership PlanBlooming Nursery, Inc. Emplo…$210KCredit Bureau Services, Inc. Employee Stock Ownership PlanCredit Bureau Services, Inc.…$213K
End-of-year total assets ($M) among Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Berrett-Koehler Publishers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Berrett-Koehler Publishers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$191K 50.19519484278796% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.38M $0.19M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 33 $383K
2023 1 33 $209K
2024 1 23 $191K

Berrett-Koehler Publishers, Inc. filing trail (2023)

Total Assets (Beginning of Year)$383K
Net Assets (End of Year)$201K
Net Income-$175K
Employer EIN943151521
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000208799 · Participants: 33Berrett-Koehler Publishers, Inc. 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
Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Branca Holdings, Inc. Employee Stock Ownership Plan and Trust in MO ($208K); by covered participants it is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan contracted severely - down 45.5% during 2023, from $383K to $209K. Reported net income was -$175K.
How have Berrett-Koehler Publishers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berrett-Koehler Publishers, Inc.'s sponsor-wide assets declined 50.2%, from $383K to $191K.
Where does Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Branca Holdings, Inc. Employee Stock Ownership Plan and Trust in MO ($208K, 48 participants).
Which ESOP plans cover a similar participant headcount to Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 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 943151521.

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.