ESOP · DOL Form 5500 · 2024

Bwe, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
40
Participants Small participant base
35th
Percentile by assets National rank
$79,213
Avg per participant Below avg balance/head
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Official DOL plan name: Bwe, Inc. Employee Stock Ownership Plan · Sponsored by Bwe, Inc. · California · Professional & Technical Services

$3M in assets, 40 participants

Bwe, Inc.'s Bwe, Inc. Employee Stock Ownership Plan reported $3M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,331 in Professional & Technical Services (20,173 peers)

Bwe, Inc. multi-year trail

Bwe, Inc.'s plans moved -13.4% in assets from 2022 to 2024; this filing shows Bwe, Inc. Employee Stock Ownership Plan at $3M / 40 participants.

#6,331
in Professional & Technical Services (20,173 peers)
-11.8%
assets change YoY

The plan reported a net loss of $423K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$3,168,510 35th percentile higher than 35% 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

Bwe, 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. Bwe, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bwe, Inc. Employee Stock Ownership Plan reported net income fell from -$67K in the plan year 2023 filing to -$423K in the plan year 2024 filing.
  • Bwe, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bwe, Inc. Employee Stock Ownership Plan reported participants fell from 43 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 952762943 · Bwe, Inc. PY 2024 · ESOP

Bwe, Inc. Employee Stock Ownership Plan · $3M · 40 · 35th

  • PHOTO $3M
  • PHOTO 40
  • PHOTO 35th
  • PHOTO ESOP
  • PHOTO near Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan
  • PHOTO ind #6331

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 →

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

Bwe, Inc. Employee Stock Ownership PlanBwe, Inc. Employee Stock Own…$3MSchena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership PlanSchena Roofing & Sheet Metal…$3MEagle Precision Cast Parts, Inc. Employee Stock Ownership PlanEagle Precision Cast Parts, …$3MNorthwest Bank & Trust Company Employee Stock Ownership PlanNorthwest Bank & Trust Compa…$3MSwearingin Bros Farms, Inc. Employee Stock OwnershSwearingin Bros Farms, Inc. …$3M
End-of-year total assets ($M) among Bwe, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bwe, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bwe, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 13.392720474076667% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.66M $3.17M ▼ -13.4%
Year Plans Participants Total Assets
2022 1 47 $4M
2023 1 43 $4M
2024 1 40 $3M

Bwe, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$423K
Employer EIN952762943
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Bwe, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Bwe, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00316851 · Participants: 40Bwe, 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
Bwe, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bwe, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan in MI ($3M); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Bwe, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bwe, Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.8% during 2024, from $4M to $3M. Reported net income was -$423K.
How have Bwe, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bwe, Inc.'s sponsor-wide assets declined 13.4%, from $4M to $3M.
Which ESOP plans are similar in size to Bwe, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan in MI ($3M, 97 participants).
Which ESOP plans cover a similar participant headcount to Bwe, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants, $2M 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 952762943.

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.