ESOP · DOL Form 5500 · 2024

Berkel & Company Contractors Inc. ESOP

Data updated 2026-08-25

$106M
Total assets Near avg plan size: 418
Participants Below avg headcount: 91st
Percentile by assets National rank: $253,029
Avg per participant Above avg balance/head

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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.

#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.

#8,075
in Construction (9,039 peers): +8.3%
assets growth YoY: 1.1×
vs typical plan assets (national mean)

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan's outsized position 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 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. Berkel & Company Contractors, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (418 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

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 →

EBSA filing schedule strip

Filing strip 480650969 · Berkel & Company Contractors Inc. PY 2024 · ESOP

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan · $106M · 418 · 91st

ASSETS $106M
ASSETS 418
ASSETS 91st
ASSETS ESOP
ASSETS near Denbow Company ESOP
ASSETS ind #8075

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 Kansas →

End-of-year total assets ($M) among Berkel & Company Contractors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Latest sponsor-wide plan assets: $141M 40.83036016291845% vs 2022; 2024 filing year

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. Employee Stock Ownership Plan side-by-side with 3 peers →

Berkel & Company Contractors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Denbow Company ESOP in TX ($106M); by covered participants it is Johnnys Pizza House, Inc. Employee Stock Ownership Plan in LA (417 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

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

Similar participant headcount

Nearest other-state filings by covered participants (418 participants); asset peers above are excluded.

Johnnys Pizza House, Inc. Employee Stock Ownership Plan (LA) 417 · 1 off
Stevens Industries, Inc. Employee Stock Ownership Plan (IL) 419 · 1 off
Sonalysts, Inc. Employee Stock Ownership Plan (CT) 417 · 1 off
Roush Holdings Employee Stock Ownership Plan (OH) 416 · 2 off

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 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).

Which ESOP plans cover a similar participant headcount to Berkel & Company Contractors, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is Johnnys Pizza House, Inc. Employee Stock Ownership Plan in LA (417 participants, $40M 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 480650969.