ESOP · DOL Form 5500 · 2023

Bay-Vanguard Federal Savings Bank ESOP

Data updated 2026-08-11

$12M
Total assets
73
Participants
63rd
Percentile by assets
$168,719
Avg per participant
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Official DOL plan name: Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan · Sponsored by Bay-Vanguard Federal Savings Bank · Maryland · Finance & Insurance

$12M in assets, 73 participants

Bay-Vanguard Federal Savings Bank's Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan reported $12M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • 63rd percentile by assets (of 127,072 plans)
  • #4,260 in Finance & Insurance (8,869 peers)

Bay-Vanguard Federal Savings Bank multi-year trail

Bay-Vanguard Federal Savings Bank's plans moved +353.8% in assets from 2022 to 2024; this filing shows Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan at $12M / 73 participants.

$12M
total plan assets (2023 EOY)
73
covered participants
63rd
percentile by assets (of 127,072 plans)
$168,719
avg assets per participant

Where Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan sits by total assets

Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,316,469 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan reported net income rose from $242K in the plan year 2022 filing to $934K in the plan year 2023 filing.
  • Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan reported participants fell from 81 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Maryland
Industry
Finance & Insurance

Bay-Vanguard Federal Savings Bank across 3 plan years on file

Across the 3 plan years Bay-Vanguard Federal Savings Bank has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $21M, a gain of 353.8%, while reported participants moved from 168 to 188 (+11.9%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($5M).

Bay-Vanguard Federal Savings Bank multi-year asset trail

$0M$5M$10M$15M$20M$25M 202220232024 $4.61M $20.9M ▲ +354.2%
Total plan assets by year, all Bay-Vanguard Federal Savings Bank plans on file
Year Plans Participants Total Assets
2022 2 168 $5M
2023 2 169 $17M
2024 2 188 $21M

Bay-Vanguard Federal Savings Bank filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$12M
Net Income$934K
Employer EIN520390295
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maryland

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

Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Bay-Vanguard Federal…, Total assets ($B): 0.012316469 · Participants: 73Bay-Vanguard Federal…Evapco, Inc. Employe…, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employe…Westat, Inc. Employe…, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employe…Kci Technologies, In…, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, In…Brown Capital Manage…, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Manage…Lockheed Martin Corp…, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corp…
Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Bay-Vanguard Federal Savings Bank Employ… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan assets move in 2023? ▼
Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan surged - up 758.4% during 2023, from $1M to $12M. Reported net income was $934K.
How have Bay-Vanguard Federal Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay-Vanguard Federal Savings Bank's sponsor-wide assets grew 353.8%, from $5M to $21M.
Which ESOP plans are similar in size to Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Columbia Cosmetics Manufacturing, Inc. Employee Stock Ownership Plan in CA ($12M, 54 participants).

Next read for Bay-Vanguard Federal Savings Bank Employ…

Multi-year trail

Ways to act on Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan's numbers.

  • By total assets, Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
  • Bay-Vanguard Federal Savings Bank's sponsor-wide assets have grown 353.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520390295.

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.