ESOP · DOL Form 5500 · 2022

Bga Holding Co. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
51
Participants Small participant base
80th
Percentile by assets National rank
$468,652
Avg per participant High balance/head
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Official DOL plan name: Bga Holding Co. Employee Stock Ownership Plan and Trust · Sponsored by Bga Holding Co. · Arizona · Finance & Insurance

$24M in assets, 51 participants

Bga Holding Co.'s Bga Holding Co. Employee Stock Ownership Plan and Trust reported $24M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,267 in Finance & Insurance (9,261 peers)

Where Bga Holding Co. Employee Stock Ownership Plan and Trust sits by assets

Bga Holding Co. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $24M for 51 participants (~$468,652/participant), up 30.6% in 2022.

#6,267
in Finance & Insurance (9,261 peers)
+30.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Bga Holding Co. Employee Stock Ownership Plan and Trust's outsized position by total assets

Bga Holding Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$23,901,255 Top 20% higher than 80% 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

Bga Holding Co. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bga Holding Co. Employee Stock Ownership Plan and Trust is a small filing (51 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 141984895 · Bga Holding Co. PY 2022 · ESOP

Bga Holding Co. Employee Stock Ownership Plan and Trust · $24M · 51 · 80th

  • VS-ST $24M
  • VS-ST 51
  • VS-ST 80th
  • VS-ST ESOP
  • VS-ST near Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust
  • VS-ST ind #6267

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 Arizona →

Bga Holding Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Mch Electric, Inc. Employee Stock Ownership PlanMch Electric, Inc. Employee …$24MAlaska Rubber & Supply, Inc. Employee Stock Ownership Plan and TrustAlaska Rubber & Supply, Inc.…$24MBga Holding Co. Employee Stock Ownership Plan and TrustBga Holding Co. Employee Sto…$24M1a Auto, Inc. Employee Stock Ownership Plan1a Auto, Inc. Employee Stock…$24MMiller Holdings, Inc Employee Stock Ownership Plan and TrustMiller Holdings, Inc Employe…$24M
End-of-year total assets ($M) among Bga Holding Co. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$14M
Net Income$6M
Employer EIN141984895
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bga Holding Co.)

Sponsor-wide plan assets over time

All Bga Holding Co. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 34.442404802593% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.9M $32.1M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 51 $24M
2023 1 50 $27M
2024 1 52 $32M

Nearby ESOP Plans in Arizona

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

Bga Holding Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants Bga Holding Co. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.901255 · Participants: 51Bga Holding Co. Employee Stock Ownership Plan and TrustThe Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership Plan
Bga Holding Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Bga Holding Co. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Bga Holding Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust in AK ($24M); by covered participants it is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Bga Holding Co. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Bga Holding Co. Employee Stock Ownership Plan and Trust surged - up 30.6% during 2022, from $18M to $24M. Reported net income was $6M.
How have Bga Holding Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bga Holding Co.'s sponsor-wide assets grew 34.4%, from $24M to $32M.
Where does Bga Holding Co. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Bga Holding Co. Employee Stock Ownership Plan and Trust ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bga Holding Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust in AK ($24M, 125 participants).
Which ESOP plans cover a similar participant headcount to Bga Holding Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants, $4M 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 141984895.

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.