ESOP · DOL Form 5500 · 2023

Berpl, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
135
Participants
63rd
Percentile by assets
$90,815
Avg per participant
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Official DOL plan name: Berpl, Inc. Employee Stock Ownership Plan · Sponsored by Berpl, Inc. · Ohio · Wholesale Trade

$12M in assets, 135 participants

Berpl, Inc.'s Berpl, Inc. Employee Stock Ownership Plan reported $12M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • 63rd percentile by assets (of 127,072 plans)
  • #3,533 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Berpl, Inc. Employee Stock Ownership Plan covers 135 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

$12M
total plan assets (2023 EOY)
135
covered participants
63rd
percentile by assets (of 127,072 plans)
$90,815
avg assets per participant

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Berpl, Inc. Employee Stock Ownership Plan sits by total assets

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

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

$12,260,000 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berpl, Inc. Employee Stock Ownership Plan reported net income fell from $17M in the plan year 2022 filing to -$16M in the plan year 2023 filing.
  • Berpl, Inc. Employee Stock Ownership Plan end-of-year assets fell from $29M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Berpl, Inc. Employee Stock Ownership Plan reported participants rose from 114 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Wholesale Trade

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Berpl, Inc. Employee Stock Ownership Plan reports 135 participants - about 18% of that state average ($12M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$335K
Net Income-$16M
Employer EIN883792524
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berpl, Inc.)

$10M$20M$30M$40M 202220232024 $28.6M $29.6M ▲ +3.4%
Total plan assets by year, all Berpl, Inc. plans on file
Year Plans Participants Total Assets
2022 1 114 $29M
2023 1 135 $12M
2024 1 126 $30M

Nearby ESOP Plans in Ohio

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

Berpl, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Berpl, Inc. Employee…, Total assets ($B): 0.01226 · Participants: 135Berpl, Inc. Employee…Procter & Gamble Pro…, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Cont…
Berpl, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Berpl, Inc. Employee Stock Ownership Pla… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Berpl, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Berpl, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Berpl, Inc. Employee Stock Ownership Plan contracted severely - down 57.2% during 2023, from $29M to $12M. Reported net income was -$16M.
How have Berpl, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berpl, Inc.'s sponsor-wide assets grew 3.4%, from $29M to $30M.
Which ESOP plans are similar in size to Berpl, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tharanco Group, Inc. Employee Stock Ownership Plan in NY ($12M, 128 participants).

Next read for Berpl, Inc. Employee Stock Ownership Pla…

Filing takeaways

Ways to act on Berpl, Inc. Employee Stock Ownership Plan's numbers.

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 883792524.

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.