ESOP · DOL Form 5500 · 2024

Berkel & Company Contractors Inc. ESOP

Data updated 2026-08-11

$106M
Total assets: 418
Participants: 91st
Percentile by assets: $253,029
Avg per participant

Official DOL plan name: Berkel & Company Contractors, Inc. Employee Stock Ownership Plan · Sponsored by Berkel & Company Contractors Inc. · Kansas · Construction

$106M in assets, 418 participants

Berkel & Company Contractors Inc.'s Berkel & Company Contractors, Inc. Employee Stock Ownership Plan reported $106M in total assets and 418 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 123,622 plans)
#8,075 in Construction (9,039 peers)

Where Berkel & Company Contractors, Inc. Employee Stock Ownership Plan sits by assets

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $106M for 418 participants (~$253,029/participant), up 8.3% in 2024.

$106M
total plan assets (2024 EOY): 418
covered participants: 91st
percentile by assets (of 123,622 plans): $253,029
avg assets per participant

Where Berkel & Company Contractors, Inc. Employee Stock Ownership Plan sits by total assets

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$105,766,157 Top 9% higher than 91% 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

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan reported net income fell from $21M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Berkel & Company Contractors, Inc. Employee Stock Ownership Plan end-of-year assets rose from $98M in the plan year 2023 filing to $106M in the plan year 2024 filing.
Berkel & Company Contractors, Inc. Employee Stock Ownership Plan reported participants rose from 392 in the plan year 2023 filing to 418 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Kansas

Industry

Construction

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Berkel & Company Contractors, Inc. Employee Stock Ownership Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$98M
Net Assets (End of Year)	$106M
Net Income	$8M
Employer EIN	480650969
Plan Effective Date	1976-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Berkel & Company Contractors Inc.)

Total plan assets by year, all Berkel & Company Contractors Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	742	$100M
2023	2	755	$127M
2024	2	823	$141M

Nearby ESOP Plans in Kansas

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

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants

Harcros Chemicals, Inc. Employee Stock Ownership Plan $303M · 554
Cerris, Inc. Employee Stock Ownership Plan $262M · 609
Integra Technologies Employee Stock Ownership Plan $143M · 585
Henderson Companies Employee Stock Ownership Plan $112M · 1,016
Inland Truck Parts Company Employee Stock Ownership Plan and Trust $98M · 678

Compare Berkel & Company Contractors, Inc. Emplo… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Berkel & Company Contractors, Inc. Employee Stock Ownership Plan by total assets, not by location.

Denbow Company ESOP (TX) $106M · 247
Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust (FL) $105M · 553
Westchester Modular Homes, Inc. Employee Stock Ownership Plan (NY) $105M · 169
Amboy Bancorporation Employee Stock Ownership Plan (NJ) $105M · 199

Frequently Asked Questions

How did Berkel & Company Contractors, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.3% during 2024, from $98M to $106M. Reported net income was $8M.

How have Berkel & Company Contractors Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Berkel & Company Contractors Inc.'s sponsor-wide assets grew 40.8%, from $100M to $141M.

Where does Berkel & Company Contractors, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Berkel & Company Contractors, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Denbow Company ESOP in TX ($106M, 247 participants).

Next read for Berkel & Company Contractors, Inc. Emplo…

Scale reading

Ways to act on Berkel & Company Contractors, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Berkel & Company Contractors, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Kansas. Compare plans
Berkel & Company Contractors Inc.'s sponsor-wide assets have grown 40.8% 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 480650969.