ESOP · DOL Form 5500 · 2022
Bga Holding Co. ESOP
Data updated 2026-08-11
- $24M
- Total assets
- 51
- Participants
- 80th
- Percentile by assets
- $468,652
- Avg per participant
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.
- 80th percentile by assets (of 139,126 plans)
- #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.
- $24M
- total plan assets (2022 EOY)
- 51
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $468,652
- avg assets per participant
Bga Holding Co. Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, Bga Holding Co. Employee Stock Ownership Plan and Trust outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $6M |
| Employer EIN | 141984895 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bga Holding Co.)
| 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
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bga Holding Co. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Scale reading
Ways to act on Bga Holding Co. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Bga Holding Co. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
- Bga Holding Co.'s sponsor-wide assets have grown 34.4% since 2022 across 3 plan years on file. More Finance & Insurance plans