ESOP · DOL Form 5500 · 2023

G.W. Berkheimer Co. Inc. ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size: 278
Participants Below avg headcount: 81st
Percentile by assets National rank: $126,296
Avg per participant Near avg balance/head

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Official DOL plan name: G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan · Sponsored by G.W. Berkheimer Co. Inc. · Indiana · Wholesale Trade

$35M in assets, 278 participants

G.W. Berkheimer Co. Inc.'s G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan reported $35M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

#5,136 in Wholesale Trade (6,309 peers)

Where G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan sits by assets

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $35M for 278 participants (~$126,296/participant), up 20.6% in 2023.

#5,136
in Wholesale Trade (6,309 peers): +20.6%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan's outsized position by total assets

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$35,110,244 Top 19% higher than 81% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

G.W. Berkheimer Co. Inc. 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. G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (278 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.
G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan reported participants fell from 291 in the plan year 2022 filing to 278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350823544 · G.W. Berkheimer Co. Inc. PY 2023 · ESOP

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan · $35M · 278 · 81st

ASSETS $35M
PCT 278
EIN 81st
RANK ESOP
PHOTO near Pioneer Power, Inc. Employee Stock Ownership Plan
IND ind #5136

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 Indiana →

End-of-year total assets ($M) among G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$29M
Net Assets (End of Year)	$34M
Net Income	$6M
Employer EIN	350823544
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (G.W. Berkheimer Co. Inc.)

Latest sponsor-wide plan assets: $89M 24.77920316726221% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	619	$71M
2023	2	608	$83M
2024	2	627	$89M

Nearby ESOP Plans in Indiana

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

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
Urschel Laboratories Employee Stock Ownership Plan $366M · 487
Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558

Compare G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Pioneer Power, Inc. Employee Stock Ownership Plan in MN ($35M); by covered participants it is Morrison-Maierle, Inc. Employee Stock Ownership Plan in MT (278 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Pioneer Power, Inc. Employee Stock Ownership Plan (MN) $35M · 29
The Murphy Construction Group Employee Stock Ownership Plan (KY) $35M · 226
The Management Association, Inc. ESOP (CA) $35M · 487
Fisher Tank Company Employee Stock Ownership Plan (PA) $35M · 52

Similar participant headcount

Nearest other-state filings by covered participants (278 participants); asset peers above are excluded.

Morrison-Maierle, Inc. Employee Stock Ownership Plan (MT) 278 · 0 off
United Electric Supply Company Employee Stock Ownership Plan (DE) 278 · 0 off
American Mechanical Holdings Employee Stock Ownership Plan (MD) 278 · 0 off
Baker Electric Employee Stock Ownership Plan (CA) 277 · 1 off

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 G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan assets move in 2023? ▼

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan grew sharply - up 20.6% during 2023, from $29M to $35M. Reported net income was $6M.

How have G.W. Berkheimer Co. Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), G.W. Berkheimer Co. Inc.'s sponsor-wide assets grew 24.8%, from $71M to $89M.

Where does G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan ranks in the 81st 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 G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Pioneer Power, Inc. Employee Stock Ownership Plan in MN ($35M, 29 participants).

Which ESOP plans cover a similar participant headcount to G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is Morrison-Maierle, Inc. Employee Stock Ownership Plan in MT (278 participants, $73M 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 350823544.