ESOP · DOL Form 5500 · 2022

Bamco, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
113
Participants Small participant base
74th
Percentile by assets National rank
$147,621
Avg per participant Above avg balance/head
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Official DOL plan name: Bamco, Inc. Employee Stock Ownership Plan · Sponsored by Bamco, Inc. · New Jersey · Construction

$17M in assets, 113 participants

Bamco, Inc.'s Bamco, Inc. Employee Stock Ownership Plan reported $17M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,357 in Construction (9,927 peers)

Coverage in New Jersey

Bamco, Inc. Employee Stock Ownership Plan covers 113 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $17M.

#7,357
in Construction (9,927 peers)
-13.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bamco, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bamco, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,681,150 Top 26% higher than 74% 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

Bamco, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bamco, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).

Plan-year Form 5500 strip

Filing strip 222706064 · Bamco, Inc. PY 2022 · ESOP

Bamco, Inc. Employee Stock Ownership Plan · $17M · 113 · 74th

  • BOOK $17M
  • VS-ST 113
  • BOY 74th
  • SCH ESOP
  • EBSA near Williams Stone Co. , Inc. Employee Stock Ownership Plan
  • PART ind #7357

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 New Jersey →

Bamco, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Apt Employee Stock Ownership PlanApt Employee Stock Ownership…$17MBamco, Inc. Employee Stock Ownership PlanBamco, Inc. Employee Stock O…$17MWilliams Stone Co. , Inc. Employee Stock Ownership PlanWilliams Stone Co. , Inc. Em…$17MNational Van Lines Employee Stock Ownership PlanNational Van Lines Employee …$17MThe Bloom Organization II, Inc. Employee Stock Ownership PlanThe Bloom Organization II, I…$17M
End-of-year total assets ($M) among Bamco, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)-$8M
Net Income-$1M
Employer EIN222706064
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bamco, Inc.)

Sponsor-wide plan assets over time

All Bamco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 25.807201541860124% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.7M $21M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 113 $17M
2023 1 104 $18M
2024 1 109 $21M

Nearby ESOP Plans in New Jersey

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

Bamco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Bamco, Inc. Employee Stock Ownership Plan, Total assets ($M): 16.68115 · Participants: 113Bamco, Inc. Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
Bamco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Bamco, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is Williams Stone Co. , Inc. Employee Stock Ownership Plan in MA ($17M); by covered participants it is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Bamco, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Bamco, Inc. Employee Stock Ownership Plan pulled back noticeably - down 13.3% during 2022, from $19M to $17M. Reported net income was -$1M.
How have Bamco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bamco, Inc.'s sponsor-wide assets grew 25.8%, from $17M to $21M.
Which ESOP plans are similar in size to Bamco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Williams Stone Co. , Inc. Employee Stock Ownership Plan in MA ($17M, 45 participants).
Which ESOP plans cover a similar participant headcount to Bamco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO (113 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 222706064.

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.