ESOP · DOL Form 5500 · 2024

Brewer & Company of West Virginia, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
55
Participants Small participant base
70th
Percentile by assets National rank
$352,633
Avg per participant High balance/head
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Official DOL plan name: Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan · Sponsored by Brewer & Company of West Virginia, Inc. · West Virginia · Construction

$19M in assets, 55 participants

Brewer & Company of West Virginia, Inc.'s Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan reported $19M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,196 in Construction (9,039 peers)

Brewer & Company of West Virginia, Inc. multi-year trail

Brewer & Company of West Virginia, Inc.'s plans moved +41.3% in assets from 2022 to 2024; this filing shows Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan at $19M / 55 participants.

#6,196
in Construction (9,039 peers)
+28.8%
assets growth YoY

Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan's outsized position by total assets

Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,394,793 Top 30% higher than 70% 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

Brewer & Company of West Virginia, 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. Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan reported participants rose from 50 in the plan year 2023 filing to 55 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 550334215 · Brewer & Company of West Virginia, Inc. PY 2024 · ESOP

Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan · $19M · 55 · 70th

  • EBSA $19M
  • PART 55
  • TYPE 70th
  • NET ESOP
  • BOOK near Pta Corporation Employee Stock Ownership Plan
  • VS-ST ind #6196

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 West Virginia →

Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Nahs Employee Stock Ownership PlanNahs Employee Stock Ownershi…$19MMoi, Inc. Employee Stock Ownership PlanMoi, Inc. Employee Stock Own…$19MSynergy Enterprises, Inc. 401(k) Employee Stock Ownership PlanSynergy Enterprises, Inc. 40…$19MBrewer & Company of West Virginia, Inc. Employee Stock Ownership PlanBrewer & Company of West Vir…$19MPta Corporation Employee Stock Ownership PlanPta Corporation Employee Sto…$19M
End-of-year total assets ($M) among Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Brewer & Company of West Virginia, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Brewer & Company of West Virginia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 41.30401648659168% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $19.4M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 51 $14M
2023 1 50 $15M
2024 1 55 $19M

Brewer & Company of West Virginia, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN550334215
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in West Virginia

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

Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.394793 · Participants: 55Brewer & Company of West Virginia, Inc. Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 93.389639 · Participants: 75Triton Employee Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 53.163418 · Participants: 1687Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 53.022733 · Participants: 329Port Amherst, Ltd. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 31.800877 · Participants: 157Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanMarch-Westin Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.181419 · Participants: 93March-Westin Company, Inc. Employee Stock Ownership Plan
Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants

Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside West Virginia, the nearest ESOP by assets is Pta Corporation Employee Stock Ownership Plan in CT ($19M); by covered participants it is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants). Same-state nearby plans are listed separately above.

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 Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan assets move in 2024?
Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan grew sharply - up 28.8% during 2024, from $15M to $19M. Reported net income was $4M.
How have Brewer & Company of West Virginia, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Brewer & Company of West Virginia, Inc.'s sponsor-wide assets grew 41.3%, from $14M to $19M.
Which ESOP plans are similar in size to Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Pta Corporation Employee Stock Ownership Plan in CT ($19M, 210 participants).
Which ESOP plans cover a similar participant headcount to Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants, $5M in assets).