ESOP · DOL Form 5500 · 2023

Birns and Sawyer, Inc. ESOP

Data updated 2026-08-25

$704K
Total assets Small plan by assets
11
Participants Small participant base
21st
Percentile by assets National rank
$64,022
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Birns and Sawyer, Inc. Employee Stock Ownership Plan · Sponsored by Birns and Sawyer, Inc. · California · Information & Media

$704K in assets, 11 participants

Birns and Sawyer, Inc.'s Birns and Sawyer, Inc. Employee Stock Ownership Plan reported $704K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #296 in Information & Media (2,818 peers)

Birns and Sawyer, Inc. multi-year trail

Birns and Sawyer, Inc.'s plans moved -64.2% in assets from 2022 to 2024; this filing shows Birns and Sawyer, Inc. Employee Stock Ownership Plan at $704K / 11 participants.

#296
in Information & Media (2,818 peers)
-64.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Birns and Sawyer, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Birns and Sawyer, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$704,247 21st percentile higher than 21% 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

Birns and Sawyer, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Birns and Sawyer, Inc. Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Birns and Sawyer, Inc. Employee Stock Ownership Plan reported net income fell from $41K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Birns and Sawyer, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $704K in the plan year 2023 filing.
  • Birns and Sawyer, Inc. Employee Stock Ownership Plan reported participants rose from 9 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954711113 · Birns and Sawyer, Inc. PY 2023 · ESOP

Birns and Sawyer, Inc. Employee Stock Ownership Plan · $704K · 11 · 21st

  • SCH $704K
  • SCH 11
  • SCH 21st
  • SCH ESOP
  • SCH near Environmental Health Sciences - Alaska, Inc. Employee Stock Ownership Plan
  • SCH ind #296

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 California →

Birns and Sawyer, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Meridian Associates, Inc. Employee Stock Ownership PlanMeridian Associates, Inc. Em…$706KCommunity Bankshares, Inc. Employee Stock Ownership and TrustCommunity Bankshares, Inc. E…$706KIntrepid Capital Corporation Employee Stock Ownership PlanIntrepid Capital Corporation…$706KBirns and Sawyer, Inc. Employee Stock Ownership PlanBirns and Sawyer, Inc. Emplo…$704KEnvironmental Health Sciences - Alaska, Inc. Employee Stock Ownership PlanEnvironmental Health Science…$703K
End-of-year total assets ($M) among Birns and Sawyer, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Birns and Sawyer, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Birns and Sawyer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$704K 64.18307826965261% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.97M $0.7M ▼ -64.5%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 11 $704K
2024 1 14 $704K

Birns and Sawyer, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$8K
Net Income-$1M
Employer EIN954711113
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Birns and Sawyer, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Birns and Sawyer, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000704247 · Participants: 11Birns and Sawyer, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Birns and Sawyer, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Birns and Sawyer, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Environmental Health Sciences - Alaska, Inc. Employee Stock Ownership Plan in AK ($703K); by covered participants it is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Birns and Sawyer, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Birns and Sawyer, Inc. Employee Stock Ownership Plan contracted severely - down 64.2% during 2023, from $2M to $704K. Reported net income was -$1M.
How have Birns and Sawyer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birns and Sawyer, Inc.'s sponsor-wide assets declined 64.2%, from $2M to $704K.
Where does Birns and Sawyer, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Birns and Sawyer, Inc. Employee Stock Ownership Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Birns and Sawyer, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Environmental Health Sciences - Alaska, Inc. Employee Stock Ownership Plan in AK ($703K, 4 participants).
Which ESOP plans cover a similar participant headcount to Birns and Sawyer, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants, $4M 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 954711113.

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.