ESOP · DOL Form 5500 · 2024

Bruns Holding Group, Inc. ESOP

Data updated 2026-08-25

$34M
Total assets Below avg plan size
213
Participants Below avg headcount
79th
Percentile by assets National rank
$159,624
Avg per participant Above avg balance/head
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Official DOL plan name: Bruns Holding Group Employee Stock Ownership Plan · Sponsored by Bruns Holding Group, Inc. · Ohio · Construction

$34M in assets, 213 participants

Bruns Holding Group, Inc.'s Bruns Holding Group Employee Stock Ownership Plan reported $34M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,012 in Construction (9,039 peers)

Coverage in Ohio

Bruns Holding Group Employee Stock Ownership Plan covers 213 participants in Ohio, about 28% of the average Ohio filer (state average ~765 per filing). Assets: $34M.

#7,012
in Construction (9,039 peers)
+36.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bruns Holding Group Employee Stock Ownership Plan's outsized position by total assets

Bruns Holding Group Employee Stock Ownership Plan vs every filed plan by assets

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

$34,000,000 Top 21% higher than 79% 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

Bruns Holding Group 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. Bruns Holding Group Employee Stock Ownership Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bruns Holding Group Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Bruns Holding Group Employee Stock Ownership Plan reported participants rose from 177 in the plan year 2023 filing to 213 in the plan year 2024 filing.
  • Bruns Holding Group Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 813634718 · Bruns Holding Group, Inc. PY 2024 · ESOP

Bruns Holding Group Employee Stock Ownership Plan · $34M · 213 · 79th

  • TYPE $34M
  • NET 213
  • BOOK 79th
  • VS-ST ESOP
  • BOY near Tighe & Bond, Inc. Employee Stock Ownership Plan
  • SCH ind #7012

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 →

Bruns Holding Group Employee Stock Ownership Plan in the asset neighbourhood

Birkey's Employee Stock Ownership PlanBirkey's Employee Stock Owne…$34MTighe & Bond, Inc. Employee Stock Ownership PlanTighe & Bond, Inc. Employee …$34MBruns Holding Group Employee Stock Ownership PlanBruns Holding Group Employee…$34MLarson Engineering, Inc. First Restated Employee Stock Ownership Plan and TrustLarson Engineering, Inc. Fir…$34MNina Hale Employee Stock Ownership PlanNina Hale Employee Stock Own…$34M
End-of-year total assets ($M) among Bruns Holding Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$19M
Net Income$10M
Employer EIN813634718
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bruns Holding Group, Inc.)

Sponsor-wide plan assets over time

All Bruns Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 117.94871794871796% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $15.6M $34M ▲ +117.9%
Year Plans Participants Total Assets
2022 1 203 $16M
2023 1 177 $25M
2024 1 213 $34M

Nearby ESOP Plans in Ohio

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

Bruns Holding Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Bruns Holding Group Employee Stock Ownership Plan, Total assets ($B): 0.034 · Participants: 213Bruns Holding Group 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
Bruns Holding Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Bruns Holding Group Employee Stock Ownership Plan side-by-side with 3 peers →

Bruns Holding Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Tighe & Bond, Inc. Employee Stock Ownership Plan in MA ($34M); by covered participants it is The Cmi Group, Inc Employee Stock Ownership Plan in TX (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Bruns Holding Group Employee Stock Ownership Plan assets move in 2024? ▼
Bruns Holding Group Employee Stock Ownership Plan surged - up 36.5% during 2024, from $25M to $34M. Reported net income was $10M.
How have Bruns Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruns Holding Group, Inc.'s sponsor-wide assets grew 117.9%, from $16M to $34M.
Where does Bruns Holding Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bruns Holding Group Employee Stock Ownership Plan ranks in the 79th 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 Bruns Holding Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tighe & Bond, Inc. Employee Stock Ownership Plan in MA ($34M, 470 participants).
Which ESOP plans cover a similar participant headcount to Bruns Holding Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Cmi Group, Inc Employee Stock Ownership Plan in TX (213 participants, $2M 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 813634718.

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.