ESOP · DOL Form 5500 · 2023

Berpl, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
135
Participants Small participant base
63rd
Percentile by assets National rank
$90,815
Avg per participant Below avg balance/head
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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.

  • #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.

#3,533
in Wholesale Trade (6,309 peers)
-57.2%
assets change YoY

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.

Berpl, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

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 $2,050,000,000 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

Berpl, 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. Berpl, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (135 participants).

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 →

Published 5500 schedule card

Filing strip 883792524 · Berpl, Inc. PY 2023 · ESOP

Berpl, Inc. Employee Stock Ownership Plan · $12M · 135 · 63rd

  • IND $12M
  • IND 135
  • IND 63rd
  • IND ESOP
  • IND near Tharanco Group, Inc. Employee Stock Ownership Plan
  • IND ind #3533

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 →

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

Megakc Employee Stock Ownership PlanMegakc Employee Stock Owners…$12MBerpl, Inc. Employee Stock Ownership PlanBerpl, Inc. Employee Stock O…$12MTharanco Group, Inc. Employee Stock Ownership PlanTharanco Group, Inc. Employe…$12MStarkey Laboratories, Inc. Employee Stock Ownership PlanStarkey Laboratories, Inc. E…$12MA. Epstein & Sons International, Inc. Employee Stock Ownership PlanA. Epstein & Sons Internatio…$12M
End-of-year total assets ($M) among Berpl, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Berpl, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 3.35195530726257% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $28.6M $29.6M ▲ +3.4%
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 ($B) Participants Berpl, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01226 · Participants: 135Berpl, Inc. 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
Berpl, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Berpl, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Tharanco Group, Inc. Employee Stock Ownership Plan in NY ($12M); by covered participants it is Badger Corrugating Employee Stock Ownership Plan in WI (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 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).
Which ESOP plans cover a similar participant headcount to Berpl, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Badger Corrugating Employee Stock Ownership Plan in WI (135 participants, $14M 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 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.