ESOP · DOL Form 5500 · 2024

The Brix Group ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
158
Participants Small participant base
72nd
Percentile by assets National rank
$142,249
Avg per participant Near avg balance/head
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Official DOL plan name: The Brix Group Employee Stock Ownership Plan · Sponsored by The Brix Group · California · Retail Trade

$22M in assets, 158 participants

The Brix Group's The Brix Group Employee Stock Ownership Plan reported $22M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,637 in Retail Trade (8,048 peers)

Coverage in California

The Brix Group Employee Stock Ownership Plan covers 158 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $22M.

#6,637
in Retail Trade (8,048 peers)
-25.3%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Brix Group Employee Stock Ownership Plan's outsized position by total assets

The Brix Group Employee Stock Ownership Plan vs every filed plan by assets

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

$22,475,291 Top 28% higher than 72% 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

The Brix Group 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. The Brix Group Employee Stock Ownership Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Brix Group Employee Stock Ownership Plan reported net income fell from $22M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
  • The Brix Group Employee Stock Ownership Plan end-of-year assets fell from $30M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • The Brix Group Employee Stock Ownership Plan reported participants fell from 172 in the plan year 2023 filing to 158 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942177912 · The Brix Group PY 2024 · ESOP

The Brix Group Employee Stock Ownership Plan · $22M · 158 · 72nd

  • TYPE $22M
  • TYPE 158
  • TYPE 72nd
  • TYPE ESOP
  • TYPE near Williams Stone Co., Inc. Employee Stock Ownership Plan
  • TYPE ind #6637

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 →

The Brix Group Employee Stock Ownership Plan in the asset neighbourhood

Advanced Welding & Steel Employee Stock Ownership Plan and TrustAdvanced Welding & Steel Emp…$23MThe Brix Group Employee Stock Ownership PlanThe Brix Group Employee Stoc…$22MWilliams Stone Co., Inc. Employee Stock Ownership PlanWilliams Stone Co., Inc. Emp…$22MIsland Pacific Distributors, Inc Employee Stock Ownership PlanIsland Pacific Distributors,…$22MEnergy Engineering Associates, Inc. Employee Stock Ownership PlanEnergy Engineering Associate…$22M
End-of-year total assets ($M) among The Brix Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$12M
Net Income-$7M
Employer EIN942177912
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brix Group)

Sponsor-wide plan assets over time

All The Brix Group plans reported in each filing year

Latest sponsor-wide plan assets
$30M 72.93152250451058% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17.6M $30.4M ▲ +72.9%
Year Plans Participants Total Assets
2022 2 334 $18M
2023 2 339 $37M
2024 2 313 $30M

Nearby ESOP Plans in California

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

The Brix Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants The Brix Group Employee Stock Ownership Plan, Total assets ($B): 0.022475291 · Participants: 158The Brix Group 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
The Brix Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Brix Group Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Williams Stone Co., Inc. Employee Stock Ownership Plan in MA ($22M); by covered participants it is Dennis Beverage Company Employee Stock Ownership Plan in ME (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 The Brix Group Employee Stock Ownership Plan assets move in 2024? ▼
The Brix Group Employee Stock Ownership Plan declined sharply - down 25.3% during 2024, from $30M to $22M. Reported net income was -$7M.
How have The Brix Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brix Group's sponsor-wide assets grew 72.9%, from $18M to $30M.
Which ESOP plans are similar in size to The Brix Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Williams Stone Co., Inc. Employee Stock Ownership Plan in MA ($22M, 42 participants).
Which ESOP plans cover a similar participant headcount to The Brix Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dennis Beverage Company Employee Stock Ownership Plan in ME (158 participants, $22M 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 942177912.

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.