ESOP · DOL Form 5500 · 2024
Bradford White Corporation ESOP
Data updated 2026-07-24
- $1.8B
- Total assets
- 544
- Participants
- 99th
- Percentile by assets
- $3.3M
- Avg per participant
Official DOL plan name: Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement · Sponsored by Bradford White Corporation · Pennsylvania · Manufacturing
$1.8B in assets, 544 participants
Bradford White Corporation's Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement reported $1.8B in total assets and 544 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
Where Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement sits by assets
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement sits among the largest 1% of all filed plans, $1.8B for 544 participants (~$3.3M/participant), up 15.3% in 2024.
- $1.8B
- total plan assets (2024 EOY)
- 544
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $3.3M
- avg assets per participant
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement reported net income fell from $414M in the plan year 2023 filing to -$15M in the plan year 2024 filing.
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement reported participants rose from 342 in the plan year 2023 filing to 544 in the plan year 2024 filing.
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $1.6B in the plan year 2023 filing to $1.8B in the plan year 2024 filing.
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement vs the 2024 asset distribution
By assets, Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement outranks 99% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 18x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | -$15M |
| Employer EIN | 232384646 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bradford White Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 2,248 | $1.3B |
| 2023 | 4 | 2,512 | $1.7B |
| 2024 | 4 | 2,917 | $2.0B |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
- Newage Industries, Inc. Employee Stock Ownership Plan $296M · 264
- Employee Stock Ownership Plan of the Bank of New York Company, Inc. $244M · 2,437
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement by total assets, not by location.
Frequently Asked Questions
How did Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement assets move in 2024? ▼
How have Bradford White Corporation plan assets changed over time? ▼
Where does Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement? ▼
Next read for Bradford White Corporation Employee Stoc…
Scale reading
Ways to act on Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement's numbers.
- By total assets, Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Bradford White Corporation's sponsor-wide assets have grown 53.1% since 2022 across 3 plan years on file. More Manufacturing 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 232384646.
Read our methodology - how this data is sourced, computed, and verified.