ESOP · DOL Form 5500 · 2024

Birns and Sawyer, Inc. ESOP

Data updated 2026-08-25

$704K
Total assets Small plan by assets
14
Participants Small participant base
20th
Percentile by assets National rank
$50,303
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Birns and Sawyer, Inc. Employee Stock Ownership Plan · Sponsored by Birns and Sawyer, Inc. · California · Information & Media

$704K in assets, 14 participants

Birns and Sawyer, Inc.'s Birns and Sawyer, Inc. Employee Stock Ownership Plan reported $704K in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #285 in Information & Media (2,822 peers)

Birns and Sawyer, Inc. multi-year trail

Birns and Sawyer, Inc.'s plans moved -64.2% in assets from 2022 to 2024; this filing shows Birns and Sawyer, Inc. Employee Stock Ownership Plan at $704K / 14 participants.

#285
in Information & Media (2,822 peers)
+0.0%
assets growth YoY

Birns and Sawyer, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Birns and Sawyer, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$704,247 20th percentile higher than 20% 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

Birns and Sawyer, 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. Birns and Sawyer, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Birns and Sawyer, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $48K in the plan year 2024 filing.
  • Birns and Sawyer, Inc. Employee Stock Ownership Plan reported participants rose from 11 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954711113 · Birns and Sawyer, Inc. PY 2024 · ESOP

Birns and Sawyer, Inc. Employee Stock Ownership Plan · $704K · 14 · 20th

  • EOY $704K
  • 5500 14
  • ASSETS 20th
  • PCT ESOP
  • EIN near Lda Architecture & Interiors Employee Stock Ownership Plan
  • RANK ind #285

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 California →

Birns and Sawyer, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Birns and Sawyer, Inc. Employee Stock Ownership PlanBirns and Sawyer, Inc. Emplo…$704KLda Architecture & Interiors Employee Stock Ownership PlanLda Architecture & Interiors…$705KHorizon Bankshares, Inc. Empolyee Stock Ownership PlanHorizon Bankshares, Inc. Emp…$704KRothschild North America Inc. Employee Stock Ownership PlanRothschild North America Inc…$704KPps Administrative Services Inc Employee Stock Ownership and Profit Sharing PlanPps Administrative Services …$702K
End-of-year total assets ($M) among Birns and Sawyer, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Birns and Sawyer, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Birns and Sawyer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$704K 64.18307826965261% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.97M $0.7M ▼ -64.5%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 11 $704K
2024 1 14 $704K

Birns and Sawyer, Inc. filing trail (2024)

Total Assets (Beginning of Year)$704K
Net Assets (End of Year)$39K
Net Income$48K
Employer EIN954711113
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Birns and Sawyer, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Birns and Sawyer, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000704247 · Participants: 14Birns and Sawyer, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Birns and Sawyer, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Birns and Sawyer, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Birns and Sawyer, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Lda Architecture & Interiors Employee Stock Ownership Plan in MA ($705K); by covered participants it is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Birns and Sawyer, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Birns and Sawyer, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $704K to $704K. Reported net income was $48K.
How have Birns and Sawyer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birns and Sawyer, Inc.'s sponsor-wide assets declined 64.2%, from $2M to $704K.
Where does Birns and Sawyer, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Birns and Sawyer, Inc. Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Birns and Sawyer, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lda Architecture & Interiors Employee Stock Ownership Plan in MA ($705K, 29 participants).
Which ESOP plans cover a similar participant headcount to Birns and Sawyer, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants, N/A 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 954711113.

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.