G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

G.W. BERKHEIMER CO., INC.

This Other plan holds $36M in total assets and serves 283 participants as of 2024. It is sponsored by G.W. BERKHEIMER CO., INC. in Indiana. The plan reported positive net income of $1M for the year.

Total Assets (2023)

$36M

Participants

283

State

Indiana

Industry

Wholesale Trade

What the Filing Says About G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by G.W. BERKHEIMER CO., INC., headquartered in Indiana. As of the 2024 Form 5500 filing, the plan reports $36M in total end-of-year assets and covers 283 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 350823544, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $35M at the beginning of 2024 to $36M at year-end — a gain of 2.1%. Net assets (after liabilities) closed the year at $36M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$35M
Total Assets (End of Year)	$36M
Net Assets (End of Year)	$36M
Net Income	$1M
Plan Type	Other
Employer EIN	350823544
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (G.W. BERKHEIMER CO., INC.)

Year	Plans	Participants	Total Assets
2022	2	619	$71M
2023	2	608	$83M
2024	2	627	$89M

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Frequently Asked Questions

How much money is in the G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼

As of the 2024 Form 5500 filing, G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $36M in total assets with 283 participants. It is sponsored by G.W. BERKHEIMER CO., INC..

What type of plan is G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼

G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 350823544.

Who sponsors the G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼

G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by G.W. BERKHEIMER CO., INC., located in Indiana. The sponsor's EIN is 350823544 and the plan operates in the Wholesale Trade industry.

How did G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2024? ▼

G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 2.1% during 2024, moving from $35M to $36M in total assets. Net income was $1M.

Where can I find official filings for G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼

Official Form 5500 filings for G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 350823544 or plan name at efast.dol.gov.

How does G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans? ▼

You can compare G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.