ESOP · DOL Form 5500 · 2022
Bcp Securities, LLC ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 39
- Participants
- 70th
- Percentile by assets
- $331,709
- Avg per participant
Official DOL plan name: Bcp Securities, Inc. Employee Stock Ownership Plan · Sponsored by Bcp Securities, LLC · Connecticut · Finance & Insurance
$13M in assets, 39 participants
Bcp Securities, LLC's Bcp Securities, Inc. Employee Stock Ownership Plan reported $13M in total assets and 39 participants in its 2022 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 139,126 plans)
- #4,995 in Finance & Insurance (9,261 peers)
Bcp Securities, LLC multi-year trail
Bcp Securities, LLC's plans moved +12.2% in assets from 2022 to 2024; this filing shows Bcp Securities, Inc. Employee Stock Ownership Plan at $13M / 39 participants.
- $13M
- total plan assets (2022 EOY)
- 39
- covered participants
- 70th
- percentile by assets (of 139,126 plans)
- $331,709
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Bcp Securities, Inc. Employee Stock Ownership Plan sits by total assets
Bcp Securities, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,936,640 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bcp Securities, LLC across 3 plan years on file
Across the 3 plan years Bcp Securities, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $35M to $39M, a gain of 12.2%, while reported participants moved from 77 to 83 (+7.8%). Peak year by sponsor assets: 2023 ($39M); trough: 2022 ($35M).
Bcp Securities, LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 77 | $35M |
| 2023 | 2 | 81 | $39M |
| 2024 | 2 | 83 | $39M |
Bcp Securities, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | -$8M |
| Net Income | -$3M |
| Employer EIN | 061566998 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Connecticut
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mott Corporation Employee Stock Ownership Plan $368M · 212
- Sonalysts, Inc. Employee Stock Ownership Plan $118M · 410
- Bl Companies, Inc. Employee Stock Ownership Plan $95M · 305
- Eurpac Service, Inc. Employee Stock Ownership Plan $88M · 502
- Twin Mro Employee Stock Ownership Plan $50M · 89
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bcp Securities, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Bcp Securities, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Bcp Securities, 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 Connecticut. Compare plans
- Bcp Securities, LLC's sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Finance & Insurance plans