ESOP · DOL Form 5500 · 2024

Bernards Holdings, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
333
Participants Below avg headcount
60th
Percentile by assets National rank
$36,336
Avg per participant Low balance/head
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Official DOL plan name: Bernards Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Bernards Holdings, Inc. · California · Construction

$12M in assets, 333 participants

Bernards Holdings, Inc.'s Bernards Holdings, Inc. Employee Stock Ownership Plan reported $12M in total assets and 333 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,270 in Construction (9,039 peers)

Bernards Holdings, Inc. multi-year trail

Bernards Holdings, Inc.'s plans moved -38.3% in assets from 2022 to 2024; this filing shows Bernards Holdings, Inc. Employee Stock Ownership Plan at $12M / 333 participants.

#5,270
in Construction (9,039 peers)
-26.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$12,100,000 Top 40% higher than 60% 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

Bernards Holdings, 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. Bernards Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bernards Holdings, Inc. Employee Stock Ownership Plan reported net income fell from -$3M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Bernards Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $17M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Bernards Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 267 in the plan year 2023 filing to 333 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 814725849 · Bernards Holdings, Inc. PY 2024 · ESOP

Bernards Holdings, Inc. Employee Stock Ownership Plan · $12M · 333 · 60th

  • RANK $12M
  • RANK 333
  • RANK 60th
  • RANK ESOP
  • RANK near Hazen Research, Inc. Employees' Stock Ownership Plan and Trust
  • RANK ind #5270

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 →

Bernards Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mcd, Inc. Employee Stock Ownership PlanMcd, Inc. Employee Stock Own…$12MBernards Holdings, Inc. Employee Stock Ownership PlanBernards Holdings, Inc. Empl…$12MHazen Research, Inc. Employees' Stock Ownership Plan and TrustHazen Research, Inc. Employe…$12MWeldon Machine Tool, Inc. Employee Stock Ownership PlanWeldon Machine Tool, Inc. Em…$12MCrafts, Inc. Employee Stock Ownership PlanCrafts, Inc. Employee Stock …$12M
End-of-year total assets ($M) among Bernards Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bernards Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bernards Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.265306122448976% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $19.6M $12.1M ▼ -38.3%
Year Plans Participants Total Assets
2022 1 391 $20M
2023 1 267 $17M
2024 1 333 $12M

Bernards Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$12M
Net Income-$4M
Employer EIN814725849
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Bernards Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Bernards Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0121 · Participants: 333Bernards Holdings, 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
Bernards Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bernards Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Hazen Research, Inc. Employees' Stock Ownership Plan and Trust in CO ($12M); by covered participants it is Acme Foundry, Inc. Employees Stock Ownership Trust in KS (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Bernards Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bernards Holdings, Inc. Employee Stock Ownership Plan declined sharply - down 26.9% during 2024, from $17M to $12M. Reported net income was -$4M.
How have Bernards Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernards Holdings, Inc.'s sponsor-wide assets declined 38.3%, from $20M to $12M.
Which ESOP plans are similar in size to Bernards Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hazen Research, Inc. Employees' Stock Ownership Plan and Trust in CO ($12M, 127 participants).
Which ESOP plans cover a similar participant headcount to Bernards Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Acme Foundry, Inc. Employees Stock Ownership Trust in KS (333 participants, N/A 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 814725849.

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.