ESOP · DOL Form 5500 · 2024

Bergen Plumbing, Heating and Cooling, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
54
Participants Small participant base
50th
Percentile by assets National rank
$142,768
Avg per participant Near avg balance/head
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Official DOL plan name: Bergen Plumbing, Inc. Employee Stock Ownership Plan · Sponsored by Bergen Plumbing, Heating and Cooling, Inc. · Iowa · Construction

$8M in assets, 54 participants

Bergen Plumbing, Heating and Cooling, Inc.'s Bergen Plumbing, Inc. Employee Stock Ownership Plan reported $8M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,416 in Construction (9,039 peers)

What the 2024 filing shows

Bergen Plumbing, Inc. Employee Stock Ownership Plan holds $8M for 54 participants - about $142,768 per participant, above the median plan by assets.

#4,416
in Construction (9,039 peers)
+5.5%
assets growth YoY

Bergen Plumbing, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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

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

$7,709,473 Top 50% higher than 50% 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

Bergen Plumbing, 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. Bergen Plumbing, Inc. Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bergen Plumbing, Inc. Employee Stock Ownership Plan reported net income rose from $342K in the plan year 2023 filing to $553K in the plan year 2024 filing.
  • Bergen Plumbing, Inc. Employee Stock Ownership Plan reported participants rose from 45 in the plan year 2023 filing to 54 in the plan year 2024 filing.
  • Bergen Plumbing, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 010789080 · Bergen Plumbing, Heating and Cooling, Inc. PY 2024 · ESOP

Bergen Plumbing, Inc. Employee Stock Ownership Plan · $8M · 54 · 50th

  • PHOTO $8M
  • IND 54
  • EOY 50th
  • 5500 ESOP
  • ASSETS near Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan
  • PCT ind #4416

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 Iowa →

Bergen Plumbing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mid-Atlantic Cooperative Solutions, Inc. Employee Stock Ownership PlanMid-Atlantic Cooperative Sol…$8MBergen Plumbing, Inc. Employee Stock Ownership PlanBergen Plumbing, Inc. Employ…$8MJeffco Flooring & Supply, Inc. Employee Stock Ownership PlanJeffco Flooring & Supply, In…$8MCrawford Investment Counsel, Inc. Employee Stock Ownership PlanCrawford Investment Counsel,…$8MPerformance Composites, Inc. Employee Stock Ownership PlanPerformance Composites, Inc.…$8M
End-of-year total assets ($M) among Bergen Plumbing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$3M
Net Income$553K
Employer EIN010789080
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergen Plumbing, Heating and Cooling, Inc.)

Sponsor-wide plan assets over time

All Bergen Plumbing, Heating and Cooling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 8.279115168539326% vs 2022
2024 filing year
$7M$7.2M$7.4M$7.6M$7.8M 202220232024 $7.12M $7.71M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 51 $7M
2023 1 45 $7M
2024 1 54 $8M

Nearby ESOP Plans in Iowa

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

Bergen Plumbing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Bergen Plumbing, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.709473 · Participants: 54Bergen Plumbing, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Bergen Plumbing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Bergen Plumbing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan in TN ($8M); by covered participants it is Schoeneman's Employee Stock Ownership Plan in SD (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Bergen Plumbing, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bergen Plumbing, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.5% during 2024, from $7M to $8M. Reported net income was $553K.
How have Bergen Plumbing, Heating and Cooling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergen Plumbing, Heating and Cooling, Inc.'s sponsor-wide assets grew 8.3%, from $7M to $8M.
Which ESOP plans are similar in size to Bergen Plumbing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan in TN ($8M, 26 participants).
Which ESOP plans cover a similar participant headcount to Bergen Plumbing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Schoeneman's Employee Stock Ownership Plan in SD (54 participants, $1M 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 010789080.

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.