ESOP · DOL Form 5500 · 2024

Berpl, Inc. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
126
Participants Small participant base
77th
Percentile by assets National rank
$234,921
Avg per participant Above avg balance/head
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Official DOL plan name: Berpl, Inc. Employee Stock Ownership Plan · Sponsored by Berpl, Inc. · Ohio · Wholesale Trade

$30M in assets, 126 participants

Berpl, Inc.'s Berpl, Inc. Employee Stock Ownership Plan reported $30M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,581 in Wholesale Trade (6,080 peers)

Coverage in Ohio

Berpl, Inc. Employee Stock Ownership Plan covers 126 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $30M.

#4,581
in Wholesale Trade (6,080 peers)
+141.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Berpl, Inc. Employee Stock Ownership Plan's outsized position by total assets

Berpl, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$29,600,000 Top 23% higher than 77% 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

Berpl, 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. Berpl, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berpl, Inc. Employee Stock Ownership Plan reported net income rose from -$16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Berpl, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Berpl, Inc. Employee Stock Ownership Plan reported participants fell from 135 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 883792524 · Berpl, Inc. PY 2024 · ESOP

Berpl, Inc. Employee Stock Ownership Plan · $30M · 126 · 77th

  • EOY $30M
  • 5500 126
  • ASSETS 77th
  • PCT ESOP
  • EIN near Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust
  • RANK ind #4581

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 Ohio →

Berpl, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Haumiller Engineering Company Employee Stock Ownership PlanHaumiller Engineering Compan…$30MSesco Employee Stock Ownership PlanSesco Employee Stock Ownersh…$30MBerpl, Inc. Employee Stock Ownership PlanBerpl, Inc. Employee Stock O…$30MCommerce Bank and Trust Holding Company Employee Stock Ownership Plan and TrustCommerce Bank and Trust Hold…$30MMonterey Mechanical Employee Stock Ownership PlanMonterey Mechanical Employee…$30M
End-of-year total assets ($M) among Berpl, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$18M
Net Income$17M
Employer EIN883792524
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berpl, Inc.)

Sponsor-wide plan assets over time

All Berpl, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 3.35195530726257% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $28.6M $29.6M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 114 $29M
2023 1 135 $12M
2024 1 126 $30M

Nearby ESOP Plans in Ohio

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

Berpl, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Berpl, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0296 · Participants: 126Berpl, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Berpl, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Berpl, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Berpl, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust in KS ($30M); by covered participants it is Galois, Inc. Employee Stock Ownership Plan in OR (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Berpl, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Berpl, Inc. Employee Stock Ownership Plan surged - up 141.4% during 2024, from $12M to $30M. Reported net income was $17M.
How have Berpl, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berpl, Inc.'s sponsor-wide assets grew 3.4%, from $29M to $30M.
Where does Berpl, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Berpl, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Berpl, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust in KS ($30M, 171 participants).
Which ESOP plans cover a similar participant headcount to Berpl, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Galois, Inc. Employee Stock Ownership Plan in OR (126 participants, $17M 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 883792524.

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.