ESOP · DOL Form 5500 · 2024

Berkebile Nelson Immenschuh Mcdowell Inc ESOP

Data updated 2026-08-25

$78K
Total assets Small plan by assets
85
Participants Small participant base
5th
Percentile by assets National rank
$921
Avg per participant Low balance/head
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Official DOL plan name: Bnim Employee Stock Ownership Plan · Sponsored by Berkebile Nelson Immenschuh Mcdowell Inc · Missouri · Professional & Technical Services

$78K in assets, 85 participants

Berkebile Nelson Immenschuh Mcdowell Inc's Bnim Employee Stock Ownership Plan reported $78K in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

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

Berkebile Nelson Immenschuh Mcdowell Inc multi-year trail

Berkebile Nelson Immenschuh Mcdowell Inc's plans moved +22.6% in assets from 2022 to 2024; this filing shows Bnim Employee Stock Ownership Plan at $78K / 85 participants.

#912
in Professional & Technical Services (20,173 peers)
+12.3%
assets growth YoY

Bnim Employee Stock Ownership Plan among the smaller filed plans by assets

Bnim Employee Stock Ownership Plan vs every filed plan by assets

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

$78,250 5th percentile higher than 5% 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

Bnim 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. Bnim Employee Stock Ownership Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bnim Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2023 filing to $83K in the plan year 2024 filing.
  • Bnim Employee Stock Ownership Plan reported participants rose from 75 in the plan year 2023 filing to 85 in the plan year 2024 filing.
  • Bnim Employee Stock Ownership Plan end-of-year assets rose from $70K in the plan year 2023 filing to $78K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 431240851 · Berkebile Nelson Immenschuh Mcdowell Inc PY 2024 · ESOP

Bnim Employee Stock Ownership Plan · $78K · 85 · 5th

  • 5500 $78K
  • 5500 85
  • 5500 5th
  • 5500 ESOP
  • 5500 near Spurmaxim, Inc. Employee Stock Ownership Plan and Trust
  • 5500 ind #912

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 Missouri →

Bnim Employee Stock Ownership Plan in the asset neighbourhood

Bnim Employee Stock Ownership PlanBnim Employee Stock Ownershi…$78KSpurmaxim, Inc. Employee Stock Ownership Plan and TrustSpurmaxim, Inc. Employee Sto…$78KDornerworks Employee Stock Ownership PlanDornerworks Employee Stock O…$80KCreative Solutions Group, Inc. Employee Stock Ownership PlanCreative Solutions Group, In…$80KGeorge Mcelroy & Assocates, Inc. ESOPGeorge Mcelroy & Assocates, …$80K
End-of-year total assets ($M) among Bnim Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Berkebile Nelson Immenschuh Mcdowell Inc multi-year asset trail

Sponsor-wide plan assets over time

All Berkebile Nelson Immenschuh Mcdowell Inc plans reported in each filing year

Latest sponsor-wide plan assets
$17M 22.564906419805062% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14.1M $17.3M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 71 $14M
2023 2 153 $15M
2024 2 171 $17M

Berkebile Nelson Immenschuh Mcdowell Inc filing trail (2024)

Total Assets (Beginning of Year)$70K
Net Assets (End of Year)-$6M
Net Income$83K
Employer EIN431240851
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Bnim Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Bnim Employee Stock Ownership Plan, Total assets ($B): 0.00007825 · Participants: 85Bnim Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Bnim Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Bnim Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Spurmaxim, Inc. Employee Stock Ownership Plan and Trust in IL ($78K); by covered participants it is Barton Associates, Inc. Employee Stock Ownership Plan in PA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Bnim Employee Stock Ownership Plan assets move in 2024? ▼
Bnim Employee Stock Ownership Plan grew at a solid clip - up 12.3% during 2024, from $70K to $78K. Reported net income was $83K.
How have Berkebile Nelson Immenschuh Mcdowell Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkebile Nelson Immenschuh Mcdowell Inc's sponsor-wide assets grew 22.6%, from $14M to $17M.
Where does Bnim Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bnim Employee Stock Ownership Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Bnim Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Spurmaxim, Inc. Employee Stock Ownership Plan and Trust in IL ($78K, 1 participant).
Which ESOP plans cover a similar participant headcount to Bnim Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barton Associates, Inc. Employee Stock Ownership Plan in PA (85 participants, $8M 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 431240851.

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.