ESOP · DOL Form 5500 · 2024

Bernards Holdings, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
333
Participants
60th
Percentile by assets
$36,336
Avg per participant
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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.

  • 60th percentile by assets (of 123,622 plans)
  • #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.

$12M
total plan assets (2024 EOY)
333
covered participants
60th
percentile by assets (of 123,622 plans)
$36,336
avg assets per participant

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.

Where Bernards Holdings, Inc. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
California
Industry
Construction

Bernards Holdings, Inc. across 3 plan years on file

Across the 3 plan years Bernards Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $20M to $12M, a decline of 38.3%, while reported participants moved from 391 to 333 (-14.8%). Peak year by sponsor assets: 2022 ($20M); trough: 2024 ($12M).

Bernards Holdings, Inc. multi-year asset trail

$10M$15M$20M$25M 202220232024 $19.6M $12.1M ▼ -38.3%
Total plan assets by year, all Bernards Holdings, Inc. plans on file
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 ($B) Participants Bernards Holdings, I…, Total assets ($B): 0.0121 · Participants: 333Bernards Holdings, I…Parsons Employee Sto…, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, I…Ecc Employee Stock O…, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock O…Agron, Inc. Employee…, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee…
Bernards Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bernards Holdings, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bernards Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Bernards Holdings, Inc. Employee Stock O…

Multi-year trail

Ways to act on Bernards Holdings, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Bernards Holdings, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Bernards Holdings, Inc.'s sponsor-wide assets have declined 38.3% since 2022 across 3 plan years on file. More Construction plans

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.