ESOP · DOL Form 5500 · 2023

Breakside Brewery, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
107
Participants Small participant base
25th
Percentile by assets National rank
$11,216
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Breakside Brewery, Inc. Employee Stock Ownership Plan · Sponsored by Breakside Brewery, Inc. · Oregon · Manufacturing

$1M in assets, 107 participants

Breakside Brewery, Inc.'s Breakside Brewery, Inc. Employee Stock Ownership Plan reported $1M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,105 in Manufacturing (18,722 peers)

Coverage in Oregon

Breakside Brewery, Inc. Employee Stock Ownership Plan covers 107 participants in Oregon, about 24% of the average Oregon filer (state average ~443 per filing). Assets: $1M.

#2,105
in Manufacturing (18,722 peers)
-28.6%
assets change YoY

The plan reported a net loss of $245K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Breakside Brewery, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$1,200,145 25th percentile higher than 25% 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

Breakside Brewery, 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. Breakside Brewery, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Breakside Brewery, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$245K in the plan year 2023 filing.
  • Breakside Brewery, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271283181 · Breakside Brewery, Inc. PY 2023 · ESOP

Breakside Brewery, Inc. Employee Stock Ownership Plan · $1M · 107 · 25th

  • PHOTO $1M
  • IND 107
  • EOY 25th
  • 5500 ESOP
  • ASSETS near Bluedog Design, Inc. ESOP
  • PCT ind #2105

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 Oregon →

Breakside Brewery, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Breakside Brewery, Inc. Employee Stock Ownership PlanBreakside Brewery, Inc. Empl…$1MBluedog Design, Inc. ESOP$1MUlrich, Inc. Employee Stock Ownership PlanUlrich, Inc. Employee Stock …$1MUnion State Bank Employee Stock Ownership PlanUnion State Bank Employee St…$1MThe Peoples Bank of Ripley Employee Stock Ownership PlanThe Peoples Bank of Ripley E…$1M
End-of-year total assets ($M) among Breakside Brewery, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$3M
Net Income-$245K
Employer EIN271283181
Plan Effective Date2019-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Breakside Brewery, Inc.)

Sponsor-wide plan assets over time

All Breakside Brewery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 83.580362022956% vs 2022
2023 filing year
$0M$2M$4M$6M$8M 20222023 $7.31M $1.2M ▼ -83.6%
Year Plans Participants Total Assets
2022 3 343 $7M
2023 1 107 $1M

Nearby ESOP Plans in Oregon

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

Breakside Brewery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Breakside Brewery, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.200145 · Participants: 107Breakside Brewery, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Breakside Brewery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Breakside Brewery, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest ESOP by assets is Bluedog Design, Inc. ESOP in IL ($1M); by covered participants it is Ppic Employee Stock Ownership Plan in NM (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Breakside Brewery, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Breakside Brewery, Inc. Employee Stock Ownership Plan declined sharply - down 28.6% during 2023, from $2M to $1M. Reported net income was -$245K.
How have Breakside Brewery, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Breakside Brewery, Inc.'s sponsor-wide assets declined 83.6%, from $7M to $1M.
Where does Breakside Brewery, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Breakside Brewery, Inc. Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Breakside Brewery, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bluedog Design, Inc. ESOP in IL ($1M, 40 participants).
Which ESOP plans cover a similar participant headcount to Breakside Brewery, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ppic Employee Stock Ownership Plan in NM (107 participants, $59M 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 271283181.

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.