ESOP · DOL Form 5500 · 2023

G.W. Berkheimer Co. Inc. ESOP

Data updated 2026-08-11

$35M
Total assets: 278
Participants: 81st
Percentile by assets: $126,296
Avg per participant

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.

81st percentile by assets (of 127,072 plans)
#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.

$35M
total plan assets (2023 EOY): 278
covered participants: 81st
percentile by assets (of 127,072 plans): $126,296
avg assets per participant

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

State

Indiana

Industry

Wholesale Trade

G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all G.W. Berkheimer Co. Inc. plans on file

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 … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan by total assets, not by location.

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

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).

Next read for G.W. Berkheimer Co. Inc. Employee Stock …

Scale reading

Ways to act on G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan's numbers.

By total assets, G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
G.W. Berkheimer Co. Inc.'s sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.