ESOP · DOL Form 5500 · 2024

The Bernard Group Inc. ESOP

Data updated 2026-08-25

$123M
Total assets Near avg plan size
758
Participants Near avg headcount
92nd
Percentile by assets National rank
$161,609
Avg per participant Above avg balance/head
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Official DOL plan name: The Bernard Group Inc. Employee Stock Ownership Plan · Sponsored by The Bernard Group Inc. · Minnesota · Professional & Technical Services

$123M in assets, 758 participants

The Bernard Group Inc.'s The Bernard Group Inc. Employee Stock Ownership Plan reported $123M in total assets and 758 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,740 in Professional & Technical Services (20,173 peers)

Where The Bernard Group Inc. Employee Stock Ownership Plan sits by assets

The Bernard Group Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $123M for 758 participants (~$161,609/participant), up 5.2% in 2024.

#18,740
in Professional & Technical Services (20,173 peers)
+5.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Bernard Group Inc. Employee Stock Ownership Plan's outsized position by total assets

The Bernard Group Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$122,500,000 Top 8% higher than 92% 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

The Bernard Group Inc. 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. The Bernard Group Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (758 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bernard Group Inc. Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Bernard Group Inc. Employee Stock Ownership Plan reported participants rose from 663 in the plan year 2023 filing to 758 in the plan year 2024 filing.
  • The Bernard Group Inc. Employee Stock Ownership Plan end-of-year assets rose from $116M in the plan year 2023 filing to $123M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411944077 · The Bernard Group Inc. PY 2024 · ESOP

The Bernard Group Inc. Employee Stock Ownership Plan · $123M · 758 · 92nd

  • EIN $123M
  • RANK 758
  • PHOTO 92nd
  • IND ESOP
  • EOY near Fairway Independent Mortgage Corporation Employee Stock Ownership
  • 5500 ind #18740

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 Minnesota →

The Bernard Group Inc. Employee Stock Ownership Plan in the asset neighbourhood

Corgan Employee Stock Ownership PlanCorgan Employee Stock Owners…$123MHarkins Builders, Inc. Employee Stock Ownership PlanHarkins Builders, Inc. Emplo…$123MInterstate Personnel Services, Inc. Employee Stock Ownership PlanInterstate Personnel Service…$123MFairway Independent Mortgage Corporation Employee Stock OwnershipFairway Independent Mortgage…$123MThe Bernard Group Inc. Employee Stock Ownership PlanThe Bernard Group Inc. Emplo…$123M
End-of-year total assets ($M) among The Bernard Group Inc. 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)$116M
Net Assets (End of Year)$117M
Net Income$6M
Employer EIN411944077
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bernard Group Inc.)

Sponsor-wide plan assets over time

All The Bernard Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$181M 26.23630903114842% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $143M $181M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 1,344 $143M
2023 2 1,487 $164M
2024 2 1,651 $181M

Nearby ESOP Plans in Minnesota

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

The Bernard Group Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 020040060080010001200 Total assets ($M) Participants The Bernard Group Inc. Employee Stock Ownership Plan, Total assets ($M): 122.5 · Participants: 758The Bernard Group Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
The Bernard Group Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare The Bernard Group Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Bernard Group Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Fairway Independent Mortgage Corporation Employee Stock Ownership in WI ($123M); by covered participants it is Wilson Electric Services Corp. Employee Stock Ownership Plan in AZ (757 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (758 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 The Bernard Group Inc. Employee Stock Ownership Plan assets move in 2024? ▼
The Bernard Group Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.2% during 2024, from $116M to $123M. Reported net income was $6M.
How have The Bernard Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bernard Group Inc.'s sponsor-wide assets grew 26.2%, from $143M to $181M.
Where does The Bernard Group Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Bernard Group Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to The Bernard Group Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fairway Independent Mortgage Corporation Employee Stock Ownership in WI ($123M, 5,029 participants).
Which ESOP plans cover a similar participant headcount to The Bernard Group Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wilson Electric Services Corp. Employee Stock Ownership Plan in AZ (757 participants, $262M 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 411944077.

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.