ESOP · DOL Form 5500 · 2023

Bruns Holding Group, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Small plan by assets
177
Participants Small participant base
76th
Percentile by assets National rank
$140,678
Avg per participant Near avg balance/head
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Official DOL plan name: Bruns Holding Group Employee Stock Ownership Plan · Sponsored by Bruns Holding Group, Inc. · Ohio · Construction

$25M in assets, 177 participants

Bruns Holding Group, Inc.'s Bruns Holding Group Employee Stock Ownership Plan reported $25M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,766 in Construction (9,030 peers)

Coverage in Ohio

Bruns Holding Group Employee Stock Ownership Plan covers 177 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

#6,766
in Construction (9,030 peers)
+59.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Bruns Holding Group Employee Stock Ownership Plan's outsized position by total assets

Bruns Holding Group Employee Stock Ownership Plan vs every filed plan by assets

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

$24,900,000 Top 24% higher than 76% 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

Bruns Holding 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. Bruns Holding Group Employee Stock Ownership Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bruns Holding Group Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Bruns Holding Group Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Bruns Holding Group Employee Stock Ownership Plan reported participants fell from 203 in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 813634718 · Bruns Holding Group, Inc. PY 2023 · ESOP

Bruns Holding Group Employee Stock Ownership Plan · $25M · 177 · 76th

  • IND $25M
  • IND 177
  • IND 76th
  • IND ESOP
  • IND near Linkus Holdings, Inc. Employee Stock Ownership Plan
  • IND ind #6766

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 Ohio →

Bruns Holding Group Employee Stock Ownership Plan in the asset neighbourhood

Triplex, Inc. Employee Stock Ownership PlanTriplex, Inc. Employee Stock…$25MLueken's Food Stores Employee Stock Ownership PlanLueken's Food Stores Employe…$25MBruns Holding Group Employee Stock Ownership PlanBruns Holding Group Employee…$25MLinkus Holdings, Inc. Employee Stock Ownership PlanLinkus Holdings, Inc. Employ…$25MNew Glarus Brewing Company Employee Stock Ownership PlanNew Glarus Brewing Company E…$25M
End-of-year total assets ($M) among Bruns Holding Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$9M
Net Income$10M
Employer EIN813634718
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bruns Holding Group, Inc.)

Sponsor-wide plan assets over time

All Bruns Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 117.94871794871796% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $15.6M $34M ▲ +117.9%
Year Plans Participants Total Assets
2022 1 203 $16M
2023 1 177 $25M
2024 1 213 $34M

Nearby ESOP Plans in Ohio

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

Bruns Holding Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Bruns Holding Group Employee Stock Ownership Plan, Total assets ($B): 0.0249 · Participants: 177Bruns Holding Group Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Bruns Holding Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Bruns Holding Group Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Linkus Holdings, Inc. Employee Stock Ownership Plan in CA ($25M); by covered participants it is E&m Logistics Inc. Employee Stock Ownership Plan in NY (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Bruns Holding Group Employee Stock Ownership Plan assets move in 2023? ▼
Bruns Holding Group Employee Stock Ownership Plan surged - up 59.6% during 2023, from $16M to $25M. Reported net income was $10M.
How have Bruns Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruns Holding Group, Inc.'s sponsor-wide assets grew 117.9%, from $16M to $34M.
Where does Bruns Holding Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bruns Holding Group Employee Stock Ownership Plan ranks in the 76th 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 Bruns Holding Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Linkus Holdings, Inc. Employee Stock Ownership Plan in CA ($25M, 283 participants).
Which ESOP plans cover a similar participant headcount to Bruns Holding Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E&m Logistics Inc. Employee Stock Ownership Plan in NY (177 participants, $35M 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 813634718.

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.