ESOP · DOL Form 5500 · 2024

Berardi + Partners, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
54
Participants Small participant base
29th
Percentile by assets National rank
$34,213
Avg per participant Low balance/head
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Official DOL plan name: Berardi + Partners Employee Stock Ownership Plan · Sponsored by Berardi + Partners, Inc. · Ohio · Professional & Technical Services

$2M in assets, 54 participants

Berardi + Partners, Inc.'s Berardi + Partners Employee Stock Ownership Plan reported $2M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,882 in Professional & Technical Services (20,173 peers)

Berardi + Partners, Inc. multi-year trail

Berardi + Partners, Inc.'s plans moved -44.0% in assets from 2022 to 2024; this filing shows Berardi + Partners Employee Stock Ownership Plan at $2M / 54 participants.

#4,882
in Professional & Technical Services (20,173 peers)
+58.0%
assets growth YoY

Berardi + Partners Employee Stock Ownership Plan among the smaller filed plans by assets

Berardi + Partners Employee Stock Ownership Plan vs every filed plan by assets

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

$1,847,506 29th percentile higher than 29% 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

Berardi + Partners 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. Berardi + Partners Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berardi + Partners Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to $867K in the plan year 2024 filing.
  • Berardi + Partners Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Berardi + Partners Employee Stock Ownership Plan reported participants rose from 48 in the plan year 2023 filing to 54 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311016083 · Berardi + Partners, Inc. PY 2024 · ESOP

Berardi + Partners Employee Stock Ownership Plan · $2M · 54 · 29th

  • BOY $2M
  • BOY 54
  • BOY 29th
  • BOY ESOP
  • BOY near Ela Group, Inc. Employee Stock Ownership Plan
  • BOY ind #4882

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 →

Berardi + Partners Employee Stock Ownership Plan in the asset neighbourhood

Berardi + Partners Employee Stock Ownership PlanBerardi + Partners Employee …$2MEla Group, Inc. Employee Stock Ownership PlanEla Group, Inc. Employee Sto…$2MVenn Strategies Employee Stock Ownership PlanVenn Strategies Employee Sto…$2MDekker Employee Stock Ownership PlanDekker Employee Stock Owners…$2MHines Pool & Spa, Inc. Employee Stock Ownership PlanHines Pool & Spa, Inc. Emplo…$2M
End-of-year total assets ($M) among Berardi + Partners Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Berardi + Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Berardi + Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.99277046780966% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.3M $1.85M ▼ -43.9%
Year Plans Participants Total Assets
2022 1 39 $3M
2023 1 48 $1M
2024 1 54 $2M

Berardi + Partners, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$10M
Net Income$867K
Employer EIN311016083
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Berardi + Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Berardi + Partners Employee Stock Ownership Plan, Total assets ($B): 0.001847506 · Participants: 54Berardi + Partners 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
Berardi + Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Berardi + Partners Employee Stock Ownership Plan side-by-side with 3 peers →

Berardi + Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Ela Group, Inc. Employee Stock Ownership Plan in PA ($2M); by covered participants it is Schoeneman's Employee Stock Ownership Plan in SD (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Berardi + Partners Employee Stock Ownership Plan assets move in 2024? ▼
Berardi + Partners Employee Stock Ownership Plan surged - up 58.0% during 2024, from $1M to $2M. Reported net income was $867K.
How have Berardi + Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berardi + Partners, Inc.'s sponsor-wide assets declined 44.0%, from $3M to $2M.
Which ESOP plans are similar in size to Berardi + Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ela Group, Inc. Employee Stock Ownership Plan in PA ($2M, 38 participants).
Which ESOP plans cover a similar participant headcount to Berardi + Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Schoeneman's Employee Stock Ownership Plan in SD (54 participants, $1M 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 311016083.

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.