ESOP · DOL Form 5500 · 2024

Berrett-Koehler Publishers, Inc. ESOP

Data updated 2026-08-25

$191K
Total assets Small plan by assets
23
Participants Small participant base
10th
Percentile by assets National rank
$8,304
Avg per participant Low balance/head
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Official DOL plan name: Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan · Sponsored by Berrett-Koehler Publishers, Inc. · California · Information & Media

$191K in assets, 23 participants

Berrett-Koehler Publishers, Inc.'s Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan reported $191K in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #159 in Information & Media (2,822 peers)

Berrett-Koehler Publishers, Inc. multi-year trail

Berrett-Koehler Publishers, Inc.'s plans moved -50.2% in assets from 2022 to 2024; this filing shows Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan at $191K / 23 participants.

#159
in Information & Media (2,822 peers)
-8.5%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$190,983 10th percentile higher than 10% 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

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan reported net income rose from -$175K in the plan year 2023 filing to -$18K in the plan year 2024 filing.
  • Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan reported participants fell from 33 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan end-of-year assets fell from $209K in the plan year 2023 filing to $191K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943151521 · Berrett-Koehler Publishers, Inc. PY 2024 · ESOP

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan · $191K · 23 · 10th

  • SCH $191K
  • SCH 23
  • SCH 10th
  • SCH ESOP
  • SCH near Bender Medical Group, Inc. Employee Stock Ownership Plan
  • SCH ind #159

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 →

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fewell Geotechnical Engineering, Ltd. Employee Stock Ownership PlanFewell Geotechnical Engineer…$196KBerrett-Koehler Publishers, Inc. Employee Stock Ownership PlanBerrett-Koehler Publishers, …$191KBender Medical Group, Inc. Employee Stock Ownership PlanBender Medical Group, Inc. E…$189KApfg Administration, Inc. Employee Stock Ownership PlanApfg Administration, Inc. Em…$189KEd & Carol Enterprises, Inc Retirement PlanEd & Carol Enterprises, Inc …$194K
End-of-year total assets ($M) among Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Berrett-Koehler Publishers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Berrett-Koehler Publishers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$191K 50.19519484278796% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.38M $0.19M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 33 $383K
2023 1 33 $209K
2024 1 23 $191K

Berrett-Koehler Publishers, Inc. filing trail (2024)

Total Assets (Beginning of Year)$209K
Net Assets (End of Year)$184K
Net Income-$18K
Employer EIN943151521
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000190983 · Participants: 23Berrett-Koehler Publishers, Inc. 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
Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Bender Medical Group, Inc. Employee Stock Ownership Plan in CO ($189K); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.5% during 2024, from $209K to $191K. Reported net income was -$18K.
How have Berrett-Koehler Publishers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berrett-Koehler Publishers, Inc.'s sponsor-wide assets declined 50.2%, from $383K to $191K.
Where does Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bender Medical Group, Inc. Employee Stock Ownership Plan in CO ($189K, 47 participants).
Which ESOP plans cover a similar participant headcount to Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants, $11M 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 943151521.

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.