ESOP · DOL Form 5500 · 2024

Birkey's Farm Store, Inc. ESOP

Data updated 2026-08-25

$34M
Total assets Below avg plan size
515
Participants Below avg headcount
79th
Percentile by assets National rank
$66,312
Avg per participant Below avg balance/head
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Official DOL plan name: Birkey's Employee Stock Ownership Plan · Sponsored by Birkey's Farm Store, Inc. · Illinois · Wholesale Trade

$34M in assets, 515 participants

Birkey's Farm Store, Inc.'s Birkey's Employee Stock Ownership Plan reported $34M in total assets and 515 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,774 in Wholesale Trade (6,080 peers)

Where Birkey's Employee Stock Ownership Plan sits by assets

Birkey's Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $34M for 515 participants (~$66,312/participant), down 38.8% in 2024.

#4,774
in Wholesale Trade (6,080 peers)
-38.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Birkey's Employee Stock Ownership Plan's outsized position by total assets

Birkey's Employee Stock Ownership Plan vs every filed plan by assets

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

$34,150,917 Top 21% higher than 79% 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

Birkey's 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. Birkey's Employee Stock Ownership Plan sits mid-pack in the medium band (515 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Birkey's Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to -$22M in the plan year 2024 filing.
  • Birkey's Employee Stock Ownership Plan end-of-year assets fell from $56M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Birkey's Employee Stock Ownership Plan reported participants rose from 411 in the plan year 2023 filing to 515 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 370791276 · Birkey's Farm Store, Inc. PY 2024 · ESOP

Birkey's Employee Stock Ownership Plan · $34M · 515 · 79th

  • VS-ST $34M
  • VS-ST 515
  • VS-ST 79th
  • VS-ST ESOP
  • VS-ST near Main Brothers Oil Company, Inc. Employee Stock Ownership Plan
  • VS-ST ind #4774

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 Illinois →

Birkey's Employee Stock Ownership Plan in the asset neighbourhood

Main Brothers Oil Company, Inc. Employee Stock Ownership PlanMain Brothers Oil Company, I…$34MBirkey's Employee Stock Ownership PlanBirkey's Employee Stock Owne…$34MTighe & Bond, Inc. Employee Stock Ownership PlanTighe & Bond, Inc. Employee …$34MAcrt Services, Inc. Employee Stock Ownership PlanAcrt Services, Inc. Employee…$34MBruns Holding Group Employee Stock Ownership PlanBruns Holding Group Employee…$34M
End-of-year total assets ($M) among Birkey's Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$33M
Net Income-$22M
Employer EIN370791276
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birkey's Farm Store, Inc.)

Sponsor-wide plan assets over time

All Birkey's Farm Store, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 4.601705500849115% vs 2022
2024 filing year
$80M$85M$90M$95M$100M$105M 202220232024 $88.9M $84.8M ▼ -4.6%
Year Plans Participants Total Assets
2022 2 764 $89M
2023 2 772 $100M
2024 2 923 $85M

Nearby ESOP Plans in Illinois

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

Birkey's Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -101234 Total assets ($B) Participants Birkey's Employee Stock Ownership Plan, Total assets ($B): 0.034150917 · Participants: 515Birkey's Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Birkey's Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Birkey's Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Main Brothers Oil Company, Inc. Employee Stock Ownership Plan in NY ($34M); by covered participants it is J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust in MN (515 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (515 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 Birkey's Employee Stock Ownership Plan assets move in 2024? ▼
Birkey's Employee Stock Ownership Plan contracted severely - down 38.8% during 2024, from $56M to $34M. Reported net income was -$22M.
How have Birkey's Farm Store, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birkey's Farm Store, Inc.'s sponsor-wide assets declined 4.6%, from $89M to $85M.
Where does Birkey's Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Birkey's Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Birkey's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Main Brothers Oil Company, Inc. Employee Stock Ownership Plan in NY ($34M, 91 participants).
Which ESOP plans cover a similar participant headcount to Birkey's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust in MN (515 participants, $61M 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 370791276.

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.