ESOP · DOL Form 5500 · 2022
Building Management Systems, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $124,338
- Avg per participant Near avg balance/head
Official DOL plan name: Bms Employee Stock Ownership Plan · Sponsored by Building Management Systems, Inc. · Florida · Construction
$1M in assets, 10 participants
Building Management Systems, Inc.'s Bms Employee Stock Ownership Plan reported $1M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #2,443 in Construction (9,927 peers)
Building Management Systems, Inc. multi-year trail
Building Management Systems, Inc.'s plans moved +18.0% in assets from 2022 to 2024; this filing shows Bms Employee Stock Ownership Plan at $1M / 10 participants.
- #2,443
- in Construction (9,927 peers)
- -3.7%
- assets change YoY
The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bms Employee Stock Ownership Plan among the smaller filed plans by assets
Bms Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,243,382 27th percentile higher than 27% 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
Bms Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bms Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.
DOL schedule card
Filing strip 592126392 · Building Management Systems, Inc. PY 2022 · ESOP
Bms Employee Stock Ownership Plan · $1M · 10 · 27th
- EBSA $1M
- PART 10
- TYPE 27th
- NET ESOP
- BOOK near The Douglas Construction Group, Inc. Employee Stock Ownership Plan
- VS-ST ind #2443
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 Florida →
Bms Employee Stock Ownership Plan in the asset neighbourhood
Building Management Systems, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Building Management Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 17.956589366743287% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $1M |
| 2023 | 1 | 11 | $1M |
| 2024 | 1 | 16 | $1M |
Building Management Systems, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$48K |
| Employer EIN | 592126392 |
| Plan Effective Date | 2013-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
Bms Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is The Douglas Construction Group, Inc. Employee Stock Ownership Plan in OH ($1M); by covered participants it is Edwards Development Company Employee Stock Ownership Plan in WY (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- The Douglas Construction Group, Inc. Employee Stock Ownership Plan (OH) $1M · 59
- Crisis Preparation and Recovery, Inc. Employee Stock Ownership Plan (AZ) $1M · 211
- Ldj Manufacturing, Inc. Employee Stock Ownership Plan (IA) $1M · 110
- Hafendorfer Machine, Inc. Employee Stock Ownership Plan (KY) $1M · 50
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Edwards Development Company Employee Stock Ownership Plan (WY) 10 · 0 off
- Central Prosthetics & Orthotics, Inc. Employee Stock Ownership Plan (KY) 10 · 0 off
- Shads Advertising Company, Inc. Employee Stock Ownership Plan (ME) 10 · 0 off
- Kansas-Oklahoma Machine Tools, Inc. Employee Stock Ownership Plan (KS) 10 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.