ESOP · DOL Form 5500 · 2023
Bga Holding Co. ESOP
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 50
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $535,885
- Avg per participant High balance/head
Official DOL plan name: Bga Holding Co. Employee Stock Ownership Plan and Trust · Sponsored by Bga Holding Co. · Arizona · Finance & Insurance
$27M in assets, 50 participants
Bga Holding Co.'s Bga Holding Co. Employee Stock Ownership Plan and Trust reported $27M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #5,835 in Finance & Insurance (8,869 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, $27M for 50 participants (~$535,885/participant), up 12.1% in 2023.
- #5,835
- in Finance & Insurance (8,869 peers)
- +12.1%
- assets growth YoY
- 0.3×
- 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 2023 · DOL Form 5500
$26,794,243 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bga Holding Co. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 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 (50 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bga Holding Co. Employee Stock Ownership Plan and Trust reported net income fell from $6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Bga Holding Co. Employee Stock Ownership Plan and Trust end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Bga Holding Co. Employee Stock Ownership Plan and Trust reported participants fell from 51 in the plan year 2022 filing to 50 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 141984895 · Bga Holding Co. PY 2023 · ESOP
Bga Holding Co. Employee Stock Ownership Plan and Trust · $27M · 50 · 78th
- PHOTO $27M
- IND 50
- EOY 78th
- 5500 ESOP
- ASSETS near Atlantic Track & Turnout Co. Employee Stock Ownership Plan
- PCT ind #5835
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 141984895 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING 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
| 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.
- The Sundt Companies Employee Stock Ownership Plan $1.1B · 2,392
- U-Haul Holding Company Employee Stock Ownership Plan $619M · 19,740
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $313M · 253
- Pima Medical Institute Employee Stock Ownership Plan $216M · 1,057
- Wilson Electric Services Corp. Employee Stock Ownership Plan $167M · 726
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 Atlantic Track & Turnout Co. Employee Stock Ownership Plan in NJ ($27M); by covered participants it is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.