ESOP · DOL Form 5500 · 2023

Beemac, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
90
Participants Small participant base
73rd
Percentile by assets National rank
$225,905
Avg per participant Above avg balance/head
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Official DOL plan name: Beemac, Inc. Employee Stock Ownership Plan · Sponsored by Beemac, Inc. · Pennsylvania · Transportation & Warehousing

$20M in assets, 90 participants

Beemac, Inc.'s Beemac, Inc. Employee Stock Ownership Plan reported $20M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,436 in Transportation & Warehousing (3,362 peers)

Beemac, Inc. multi-year trail

Beemac, Inc.'s plans moved +30.6% in assets from 2022 to 2024; this filing shows Beemac, Inc. Employee Stock Ownership Plan at $20M / 90 participants.

#2,436
in Transportation & Warehousing (3,362 peers)
-18.1%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beemac, Inc. Employee Stock Ownership Plan's outsized position by total assets

Beemac, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,331,410 Top 27% higher than 73% 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

Beemac, 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. Beemac, Inc. Employee Stock Ownership Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beemac, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Beemac, Inc. Employee Stock Ownership Plan reported participants rose from 72 in the plan year 2022 filing to 90 in the plan year 2023 filing.
  • Beemac, Inc. Employee Stock Ownership Plan end-of-year assets fell from $25M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 841952858 · Beemac, Inc. PY 2023 · ESOP

Beemac, Inc. Employee Stock Ownership Plan · $20M · 90 · 73rd

  • EIN $20M
  • EIN 90
  • EIN 73rd
  • EIN ESOP
  • EIN near Sharpe Executive Group, Inc. Employee Stock Ownership Plan
  • EIN ind #2436

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 Pennsylvania →

Beemac, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Colorado Cleanup Corporation Employee Stock Ownership PlanColorado Cleanup Corporation…$20MTvs Companies Employee Stock Ownership PlanTvs Companies Employee Stock…$20MBeemac, Inc. Employee Stock Ownership PlanBeemac, Inc. Employee Stock …$20MSharpe Executive Group, Inc. Employee Stock Ownership PlanSharpe Executive Group, Inc.…$20MLevel 10 Employee Stock Ownership PlanLevel 10 Employee Stock Owne…$20M
End-of-year total assets ($M) among Beemac, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Beemac, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Beemac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 30.63239471235007% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $24.8M $32.4M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 72 $25M
2023 1 90 $20M
2024 1 109 $32M

Beemac, Inc. filing trail (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)-$12M
Net Income-$5M
Employer EIN841952858
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Beemac, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Beemac, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.02033141 · Participants: 90Beemac, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Beemac, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Beemac, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Sharpe Executive Group, Inc. Employee Stock Ownership Plan in CA ($20M); by covered participants it is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (90 participants). Same-state nearby plans are listed separately above.

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 Beemac, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Beemac, Inc. Employee Stock Ownership Plan declined sharply - down 18.1% during 2023, from $25M to $20M. Reported net income was -$5M.
How have Beemac, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beemac, Inc.'s sponsor-wide assets grew 30.6%, from $25M to $32M.
Which ESOP plans are similar in size to Beemac, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sharpe Executive Group, Inc. Employee Stock Ownership Plan in CA ($20M, 4 participants).
Which ESOP plans cover a similar participant headcount to Beemac, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (90 participants, $18M 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 841952858.

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.