ESOP · DOL Form 5500 · 2023

Bamco, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
104
Participants Small participant base
71st
Percentile by assets National rank
$171,963
Avg per participant Above avg balance/head
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Official DOL plan name: Bamco, Inc. Employee Stock Ownership Plan · Sponsored by Bamco, Inc. · New Jersey · Construction

$18M in assets, 104 participants

Bamco, Inc.'s Bamco, Inc. Employee Stock Ownership Plan reported $18M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,268 in Construction (9,030 peers)

Coverage in New Jersey

Bamco, Inc. Employee Stock Ownership Plan covers 104 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $18M.

#6,268
in Construction (9,030 peers)
+7.2%
assets growth YoY

Bamco, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bamco, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,884,156 Top 29% higher than 71% of 127,068 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 2023

Bamco, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bamco, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bamco, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bamco, Inc. Employee Stock Ownership Plan reported participants fell from 113 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • Bamco, Inc. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222706064 · Bamco, Inc. PY 2023 · ESOP

Bamco, Inc. Employee Stock Ownership Plan · $18M · 104 · 71st

  • PHOTO $18M
  • IND 104
  • EOY 71st
  • 5500 ESOP
  • ASSETS near Community State Bank Employee Stock Ownership Plan and Trust
  • PCT ind #6268

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 →

Bamco, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Shioi Construction, Inc. Employee Stock Ownership PlanShioi Construction, Inc. Emp…$18MBamco, Inc. Employee Stock Ownership PlanBamco, Inc. Employee Stock O…$18MCommunity State Bank Employee Stock Ownership Plan and TrustCommunity State Bank Employe…$18MThe Production Management Group, Ltd. ESOPThe Production Management Gr…$18MMoriah Incorporated Employee Stock Ownership PlanMoriah Incorporated Employee…$18M
End-of-year total assets ($M) among Bamco, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)-$6M
Net Income$2M
Employer EIN222706064
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bamco, Inc.)

Sponsor-wide plan assets over time

All Bamco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 25.807201541860124% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.7M $21M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 113 $17M
2023 1 104 $18M
2024 1 109 $21M

Nearby ESOP Plans in New Jersey

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

Bamco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Bamco, Inc. Employee Stock Ownership Plan, Total assets ($M): 17.884156 · Participants: 104Bamco, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
Bamco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Bamco, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bamco, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Community State Bank Employee Stock Ownership Plan and Trust in WI ($18M); by covered participants it is Ffb Bancorp Employee Stock Ownership Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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.

Frequently Asked Questions

How did Bamco, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bamco, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.2% during 2023, from $17M to $18M. Reported net income was $2M.
How have Bamco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bamco, Inc.'s sponsor-wide assets grew 25.8%, from $17M to $21M.
Which ESOP plans are similar in size to Bamco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Community State Bank Employee Stock Ownership Plan and Trust in WI ($18M, 73 participants).
Which ESOP plans cover a similar participant headcount to Bamco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ffb Bancorp Employee Stock Ownership Plan in CA (104 participants, $14M in assets).

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 222706064.

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.