The Brix GroupESOP
THE BRIX GROUP EMPLOYEE STOCK OWNERSHIP PLAN · FRESNO, CA · plan year 2023
The Brix Group's 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $19,256,580 across 208 participant accounts, with employer contributions averaging $8,690 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is the 3,733rd-largest of 9,483 plans among California employers on file, and the 1,504th of 5,215 in retail trade.
The Brix Group's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 942177912 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.