ESOP · DOL Form 5500 · 2024

Brewer Direct, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
74
Participants Small participant base
56th
Percentile by assets National rank
$135,543
Avg per participant Near avg balance/head
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Official DOL plan name: Brewer Direct, Inc. Employee Stock Ownership Plan · Sponsored by Brewer Direct, Inc. · California · Other Services

$10M in assets, 74 participants

Brewer Direct, Inc.'s Brewer Direct, Inc. Employee Stock Ownership Plan reported $10M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,758 in Other Services (7,719 peers)

2024 asset change

Brewer Direct, Inc. Employee Stock Ownership Plan declined sharply 18.7% in 2024 ($12M → $10M) for 74 participants.

#5,758
in Other Services (7,719 peers)
-18.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brewer Direct, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,030,211 Top 44% higher than 56% of 123,620 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 2024

Brewer Direct, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brewer Direct, Inc. Employee Stock Ownership Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brewer Direct, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Brewer Direct, Inc. Employee Stock Ownership Plan reported participants rose from 53 in the plan year 2023 filing to 74 in the plan year 2024 filing.
  • Brewer Direct, Inc. Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 201094526 · Brewer Direct, Inc. PY 2024 · ESOP

Brewer Direct, Inc. Employee Stock Ownership Plan · $10M · 74 · 56th

  • BOY $10M
  • SCH 74
  • EBSA 56th
  • PART ESOP
  • TYPE near Securityhunter, Inc. Employee Stock Ownership Plan
  • NET ind #5758

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 →

Brewer Direct, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sound Financial Bancorp, Inc. Employee Stock Ownership PlanSound Financial Bancorp, Inc…$10MBrewer Direct, Inc. Employee Stock Ownership PlanBrewer Direct, Inc. Employee…$10MSecurityhunter, Inc. Employee Stock Ownership PlanSecurityhunter, Inc. Employe…$10MKiel Laboratories, Inc. Employee Stock Ownership PlanKiel Laboratories, Inc. Empl…$10MPhoenix Feeds & Nutrition, Inc. Employee Retirement PlanPhoenix Feeds & Nutrition, I…$10M
End-of-year total assets ($M) among Brewer Direct, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Brewer Direct, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Brewer Direct, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 9.5568369219638% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $11.1M $10M ▼ -9.6%
Year Plans Participants Total Assets
2022 1 48 $11M
2023 1 53 $12M
2024 1 74 $10M

2024 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN201094526
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Brewer Direct, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Brewer Direct, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010030211 · Participants: 74Brewer Direct, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Brewer Direct, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Brewer Direct, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Securityhunter, Inc. Employee Stock Ownership Plan in MD ($10M); by covered participants it is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brewer Direct, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Brewer Direct, Inc. Employee Stock Ownership Plan declined sharply - down 18.7% during 2024, from $12M to $10M. Reported net income was -$2M.
How have Brewer Direct, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brewer Direct, Inc.'s sponsor-wide assets declined 9.6%, from $11M to $10M.
Which ESOP plans are similar in size to Brewer Direct, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Securityhunter, Inc. Employee Stock Ownership Plan in MD ($10M, 49 participants).
Which ESOP plans cover a similar participant headcount to Brewer Direct, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201094526.

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.