ESOP · DOL Form 5500 · 2024
Bradford White Corporation ESOP
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 544
- Participants Below avg headcount
- 99th
- Percentile by assets National rank
- $3.3M
- Avg per participant High balance/head
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.
- #17,495 in Manufacturing (17,777 peers)
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.
- #17,495
- in Manufacturing (17,777 peers)
- +15.3%
- assets growth YoY
- 18×
- vs typical plan assets (national mean)
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.
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement's outsized position by total assets
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,796,343,385 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement 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. Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement sits mid-pack in the medium band (544 participants).
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.
DOL schedule card
Filing strip 232384646 · Bradford White Corporation PY 2024 · ESOP
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement · $1.8B · 544 · 99th
- IND $1.8B
- IND 544
- IND 99th
- IND ESOP
- IND near Mccarthy Employee Stock Ownership Plan
- IND ind #17495
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 Pennsylvania →
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bradford White Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 53.052145442152806% vs 2022
- 2024 filing year
| 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.
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
- Hb Global Employee Stock Ownership Plan $302M · 1,386
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Mccarthy Employee Stock Ownership Plan in MO ($1.8B); by covered participants it is Dudek Employee Stock Ownership Plan in CA (544 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- Mccarthy Employee Stock Ownership Plan (MO) $1.8B · 2,983
- Acco Employee Stock Ownership Plan (CA) $1.7B · 1,499
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust (OH) $2.0B · 1,118
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan (MI) $1.6B · 1,780
Similar participant headcount
Nearest other-state filings by covered participants (544 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.