ESOP · DOL Form 5500 · 2024

G.W. Berkheimer Co., Inc. ESOP

Data updated 2026-08-25

$36M
Total assets Below avg plan size
283
Participants Below avg headcount
80th
Percentile by assets National rank
$126,707
Avg per participant Near avg balance/head
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Official DOL plan name: G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan · Sponsored by G.W. Berkheimer Co., Inc. · Indiana · Wholesale Trade

$36M in assets, 283 participants

G.W. Berkheimer Co., Inc.'s G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan reported $36M in total assets and 283 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,835 in Wholesale Trade (6,080 peers)

Where G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan sits by assets

G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $36M for 283 participants (~$126,707/participant), up 2.1% in 2024.

#4,835
in Wholesale Trade (6,080 peers)
+2.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$35,858,171 Top 20% higher than 80% 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

G.W. Berkheimer Co., 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. G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $35M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan reported participants rose from 278 in the plan year 2023 filing to 283 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 350823544 · G.W. Berkheimer Co., Inc. PY 2024 · ESOP

G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan · $36M · 283 · 80th

  • 5500 $36M
  • 5500 283
  • 5500 80th
  • 5500 ESOP
  • 5500 near Mark Thomas & Company, Inc. Employee Stock Ownership Plan
  • 5500 ind #4835

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 Indiana →

G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Centrifugal Castings, Inc. Employees' Stock Ownership PlanCentrifugal Castings, Inc. E…$36MBridges Health Employee Stock Ownership PlanBridges Health Employee Stoc…$36MG.W. Berkheimer Co., Inc. Employee Stock Ownership PlanG.W. Berkheimer Co., Inc. Em…$36MMark Thomas & Company, Inc. Employee Stock Ownership PlanMark Thomas & Company, Inc. …$36MC.H. Guernsey & Company Employee Stock Ownership PlanC.H. Guernsey & Company Empl…$36M
End-of-year total assets ($M) among G.W. Berkheimer Co., 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)$35M
Net Assets (End of Year)$36M
Net Income$1M
Employer EIN350823544
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G.W. Berkheimer Co., Inc.)

Sponsor-wide plan assets over time

All G.W. Berkheimer Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 24.77920316726221% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71M $88.7M ▲ +24.8%
Year Plans Participants Total Assets
2022 2 619 $71M
2023 2 608 $83M
2024 2 627 $89M

Nearby ESOP Plans in Indiana

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

G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.035858171 · Participants: 283G.W. Berkheimer Co., Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Mark Thomas & Company, Inc. Employee Stock Ownership Plan in CA ($36M); by covered participants it is Needham Bank Employee Stock Ownership Plan in MA (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan assets move in 2024? ▼
G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan edged up modestly - up 2.1% during 2024, from $35M to $36M. Reported net income was $1M.
How have G.W. Berkheimer Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G.W. Berkheimer Co., Inc.'s sponsor-wide assets grew 24.8%, from $71M to $89M.
Where does G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan ranks in the 80th 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 G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mark Thomas & Company, Inc. Employee Stock Ownership Plan in CA ($36M, 397 participants).
Which ESOP plans cover a similar participant headcount to G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Needham Bank Employee Stock Ownership Plan in MA (283 participants, $62M 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 350823544.

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.