ESOP · DOL Form 5500 · 2023
Bcp Securities, LLC ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 41
- Participants
- 64th
- Percentile by assets
- $319,844
- Avg per participant
Official DOL plan name: Bcp Securities, Inc. Employee Stock Ownership Plan · Sponsored by Bcp Securities, LLC · Connecticut · Finance & Insurance
$13M in assets, 41 participants
Bcp Securities, LLC's Bcp Securities, Inc. Employee Stock Ownership Plan reported $13M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 127,072 plans)
- #4,385 in Finance & Insurance (8,869 peers)
Bcp Securities, LLC multi-year trail
Bcp Securities, LLC's plans moved +12.2% in assets from 2022 to 2024; this filing shows Bcp Securities, Inc. Employee Stock Ownership Plan at $13M / 41 participants.
- $13M
- total plan assets (2023 EOY)
- 41
- covered participants
- 64th
- percentile by assets (of 127,072 plans)
- $319,844
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bcp Securities, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $450K in the plan year 2023 filing.
- Bcp Securities, Inc. Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2022 filing to 41 in the plan year 2023 filing.
- Bcp Securities, Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Bcp Securities, LLC across 3 plan years on file
Across the 3 plan years Bcp Securities, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $35M to $39M, a gain of 12.2%, while reported participants moved from 77 to 83 (+7.8%). Peak year by sponsor assets: 2023 ($39M); trough: 2022 ($35M).
Bcp Securities, LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 77 | $35M |
| 2023 | 2 | 81 | $39M |
| 2024 | 2 | 83 | $39M |
Bcp Securities, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | -$8M |
| Net Income | $450K |
| Employer EIN | 061566998 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Connecticut
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bcp Securities, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
- Mott Corporation Employee Stock Ownership Plan $360M · 269
- Sonalysts, Inc. Employee Stock Ownership Plan $125M · 418
- Bl Companies, Inc. Employee Stock Ownership Plan $113M · 323
- Eurpac Service, Inc. Employee Stock Ownership Plan $96M · 529
- Twin Mro Employee Stock Ownership Plan $83M · 93
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bcp Securities, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Employees Stock Ownership Plan of Emory Wilson Process, Inc. (SC) $13M · 57
- Oakdell Egg Farms Inc Employee Stock Ownership Plan (UT) $13M · 124
- Scherer Bros. Lumber Co. Employee Stock Ownership Plan (MN) $13M · 172
- Lbf Enterprises, Dba Powermatic Associates, Inc. Employee Stock Ownership Plan (CA) $13M · 86
Frequently Asked Questions
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Multi-year trail
Ways to act on Bcp Securities, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Bcp Securities, Inc. 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 Connecticut. Compare plans
- Bcp Securities, LLC's sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Finance & Insurance plans