ESOP · DOL Form 5500 · 2022

Richard Bauer & Co., Inc. ESOP

Data updated 2026-08-25

$574K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$143,406
Avg per participant Near avg balance/head
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Official DOL plan name: Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust · Sponsored by Richard Bauer & Co., Inc. · New Jersey · Wholesale Trade

$574K in assets, 4 participants

Richard Bauer & Co., Inc.'s Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust reported $574K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #691 in Wholesale Trade (6,843 peers)

What the 2022 filing shows

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust holds $574K for 4 participants - about $143,406 per participant, among the smaller plans by assets on file.

#691
in Wholesale Trade (6,843 peers)
+0.0%
assets growth YoY

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust among the smaller filed plans by assets

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$573,624 20th percentile higher than 20% 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

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 134945420 · Richard Bauer & Co., Inc. PY 2022 · ESOP

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust · $574K · 4 · 20th

  • TYPE $574K
  • TYPE 4
  • TYPE 20th
  • TYPE ESOP
  • TYPE near Wo Administrative Services Corp Employee Stock Ownership Plan
  • TYPE ind #691

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 →

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Versa Engineering & Technology, Inc. Employee Stock Ownership PlanVersa Engineering & Technolo…$577KN-Link Corporation Employee Stock Ownership PlanN-Link Corporation Employee …$578KRichard Bauer & Co., Inc. Employee Stock Ownership Plan & TrustRichard Bauer & Co., Inc. Em…$574KWo Administrative Services Corp Employee Stock Ownership PlanWo Administrative Services C…$572KIllinois Road Contractors, Inc. Employee Stock Ownership PlanIllinois Road Contractors, I…$570K
End-of-year total assets ($M) among Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$574K
Net Assets (End of Year)$574K
Employer EIN134945420
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard Bauer & Co., Inc.)

Sponsor-wide plan assets over time

All Richard Bauer & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$574K 0% vs 2022
2024 filing year
$0.57M 202220232024 $0.57M $0.57M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 4 $574K
2023 1 4 $574K
2024 1 4 $574K

Nearby ESOP Plans in New Jersey

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

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 0.573624 · Participants: 4Richard Bauer & Co., Inc. Employee Stock Ownership Plan & TrustJohnson 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
Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Wo Administrative Services Corp Employee Stock Ownership Plan in CO ($572K); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust held essentially flat - up 0.0% during 2022, from $574K to $574K.
How have Richard Bauer & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Bauer & Co., Inc.'s sponsor-wide assets grew 0.0%, from $574K to $574K.
Where does Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Wo Administrative Services Corp Employee Stock Ownership Plan in CO ($572K, 25 participants).
Which ESOP plans cover a similar participant headcount to Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 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 134945420.

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.