ESOP · DOL Form 5500 · 2024

Brewer & Company of West Virginia, Inc. ESOP

Data updated 2026-07-24

$19M
Total assets
55
Participants
70th
Percentile by assets
$352,633
Avg per participant
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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.

  • 70th percentile by assets (of 116,472 plans)

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.

$19M
total plan assets (2024 EOY)
55
covered participants
70th
percentile by assets (of 116,472 plans)
$352,633
avg assets per participant

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 →

Industry

Brewer & Company of West Virginia, Inc. across 3 plan years on file

Across the 3 plan years Brewer & Company of West Virginia, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $19M, a gain of 41.3%, while reported participants moved from 51 to 55 (+7.8%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($14M).

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

$12M$14M$16M$18M$20M 202220232024 $13.7M $19.4M ▲ +41.2%
Total plan assets by year, all Brewer & Company of West Virginia, Inc. plans on file
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

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 …Triton Employee Stoc…Mulberry's Independe…Port Amherst, Ltd. E…Weirton Geriatric Ce…Cgp Foods Inc. Emplo…
Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Brewer & Company of West Virginia, Inc. …

Multi-year trail

Ways to act on Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in West Virginia. Compare plans
  • Brewer & Company of West Virginia, Inc.'s sponsor-wide assets have grown 41.3% since 2022 across 3 plan years on file. More Construction plans

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 550334215.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.