ESOP · DOL Form 5500 · 2024

Bepc, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
157
Participants Small participant base
52nd
Percentile by assets National rank
$53,363
Avg per participant Low balance/head
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Official DOL plan name: Bepc, Incorporated Employee Stock Ownership Plan · Sponsored by Bepc, Inc. · Texas · Professional & Technical Services

$8M in assets, 157 participants

Bepc, Inc.'s Bepc, Incorporated Employee Stock Ownership Plan reported $8M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,116 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Bepc, Incorporated Employee Stock Ownership Plan covers 157 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#10,116
in Professional & Technical Services (20,173 peers)
+39.0%
assets growth 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.

Bepc, Incorporated Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bepc, Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$8,377,988 Top 48% higher than 52% 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

Bepc, Incorporated Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bepc, Incorporated Employee Stock Ownership Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bepc, Incorporated Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Bepc, Incorporated Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Bepc, Incorporated Employee Stock Ownership Plan reported participants fell from 176 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261107008 · Bepc, Inc. PY 2024 · ESOP

Bepc, Incorporated Employee Stock Ownership Plan · $8M · 157 · 52nd

  • SCH $8M
  • SCH 157
  • SCH 52nd
  • SCH ESOP
  • SCH near Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust
  • SCH ind #10116

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 Texas →

Bepc, Incorporated Employee Stock Ownership Plan in the asset neighbourhood

The Sherman Engineering Company Employee Stock Ownership PlanThe Sherman Engineering Comp…$8MBepc, Incorporated Employee Stock Ownership PlanBepc, Incorporated Employee …$8MLoesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & TrustLoesel-Schaaf Insurance Comp…$8MPriority Designs Employee Stock Ownership PlanPriority Designs Employee St…$8MNortm Bhag Employee Stock Ownership PlanNortm Bhag Employee Stock Ow…$8M
End-of-year total assets ($M) among Bepc, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN261107008
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bepc, Inc.)

Sponsor-wide plan assets over time

All Bepc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 64.89083691371461% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.08M $8.38M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 174 $5M
2023 1 176 $6M
2024 1 157 $8M

Nearby ESOP Plans in Texas

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

Bepc, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Bepc, Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.008377988 · Participants: 157Bepc, Incorporated Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Bepc, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Bepc, Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Bepc, Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust in PA ($8M); by covered participants it is Vision First Employee Stock Ownership Plan in KY (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Bepc, Incorporated Employee Stock Ownership Plan assets move in 2024? ▼
Bepc, Incorporated Employee Stock Ownership Plan surged - up 39.0% during 2024, from $6M to $8M. Reported net income was -$2M.
How have Bepc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bepc, Inc.'s sponsor-wide assets grew 64.9%, from $5M to $8M.
Which ESOP plans are similar in size to Bepc, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust in PA ($8M, 16 participants).
Which ESOP plans cover a similar participant headcount to Bepc, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Vision First Employee Stock Ownership Plan in KY (157 participants, $16M 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 261107008.

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.