ESOP · DOL Form 5500 · 2023
Bamco, Inc. ESOP
Data updated 2026-08-11
- $18M
- Total assets
- 104
- Participants
- 71st
- Percentile by assets
- $171,963
- Avg per participant
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.
- 71st percentile by assets (of 127,072 plans)
- #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.
- $18M
- total plan assets (2023 EOY)
- 104
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $171,963
- avg assets per participant
Where Bamco, Inc. Employee Stock Ownership Plan sits 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
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
- 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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Bamco, Inc. Employee Stock Ownership Plan reports 104 participants - about 12% of that state average ($18M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | -$6M |
| Net Income | $2M |
| Employer EIN | 222706064 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bamco, Inc.)
| 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.
- Okonite Company Employees Stock Ownership Plan $421M · 1,127
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $309M · 1,571
- Conair LLC Savings and Investment Plan $301M · 1,050
- Amboy Bancorporation Employee Stock Ownership Plan $107M · 193
- Columbia Bank Employee Stock Ownership Plan $86M · 729
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bamco, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Bamco, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Bamco, 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 New Jersey. Compare plans
- Bamco, Inc.'s sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Construction plans