ESOP · DOL Form 5500 · 2022

Bcp Securities, LLC ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
39
Participants Small participant base
70th
Percentile by assets National rank
$331,709
Avg per participant High balance/head
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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.

  • #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.

#4,995
in Finance & Insurance (9,261 peers)
-21.2%
assets change YoY

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.

Bcp Securities, Inc. Employee Stock Ownership Plan's outsized position 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

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 2022

Bcp Securities, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bcp Securities, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 061566998 · Bcp Securities, LLC PY 2022 · ESOP

Bcp Securities, Inc. Employee Stock Ownership Plan · $13M · 39 · 70th

  • VS-ST $13M
  • VS-ST 39
  • VS-ST 70th
  • VS-ST ESOP
  • VS-ST near Peter Basso Associates, Inc Employee Stock Ownership Plan
  • VS-ST ind #4995

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 Connecticut →

Bcp Securities, Inc. Employee Stock Ownership Plan in the asset neighbourhood

G.a.P. Holding Company, Inc. Employee Stock Ownership PlanG.a.P. Holding Company, Inc.…$13MBcp Securities, Inc. Employee Stock Ownership PlanBcp Securities, Inc. Employe…$13MScilucent, Inc. Employee Stock Ownership PlanScilucent, Inc. Employee Sto…$13MPeter Basso Associates, Inc Employee Stock Ownership PlanPeter Basso Associates, Inc …$13MWilliam Penn Bank Employee Stock Ownership PlanWilliam Penn Bank Employee S…$13M
End-of-year total assets ($M) among Bcp Securities, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Bcp Securities, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bcp Securities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 12.192507031426706% vs 2022
2024 filing year
$34M$36M$38M$40M 202220232024 $35.1M $39.3M ▲ +12.2%
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 EIN061566998
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

Bcp Securities, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0200400600 -1000100200300400 Total assets ($M) Participants Bcp Securities, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.93664 · Participants: 39Bcp Securities, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 367.564048 · Participants: 212Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.429241 · Participants: 410Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 94.746005 · Participants: 305Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 88.269386 · Participants: 502Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 50.402373 · Participants: 89Twin Mro Employee Stock Ownership Plan
Bcp Securities, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Bcp Securities, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Peter Basso Associates, Inc Employee Stock Ownership Plan in MI ($13M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bcp Securities, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Bcp Securities, Inc. Employee Stock Ownership Plan declined sharply - down 21.2% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Bcp Securities, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bcp Securities, LLC's sponsor-wide assets grew 12.2%, from $35M to $39M.
Which ESOP plans are similar in size to Bcp Securities, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Peter Basso Associates, Inc Employee Stock Ownership Plan in MI ($13M, 100 participants).
Which ESOP plans cover a similar participant headcount to Bcp Securities, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061566998.

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.