ESOP · DOL Form 5500 · 2023

Richard Bauer & Co., Inc. ESOP

Data updated 2026-08-25

$574K
Total assets Small plan by assets
4
Participants Small participant base
19th
Percentile by assets National rank
$143,406
Avg per participant Near avg balance/head
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Official DOL plan name: Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust · Sponsored by Richard Bauer & Co., Inc. · New Jersey · Wholesale Trade

$574K in assets, 4 participants

Richard Bauer & Co., Inc.'s Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust reported $574K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #608 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust holds $574K for 4 participants - about $143,406 per participant, among the smaller plans by assets on file.

#608
in Wholesale Trade (6,309 peers)
+0.0%
assets growth YoY

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust among the smaller filed plans by assets

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$573,624 19th percentile higher than 19% 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

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 134945420 · Richard Bauer & Co., Inc. PY 2023 · ESOP

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust · $574K · 4 · 19th

  • PCT $574K
  • EIN 4
  • RANK 19th
  • PHOTO ESOP
  • IND near R B Satkowiak's City Sewer Cleaners, Inc. Employee Stock Ownership Plan
  • EOY ind #608

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 →

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

California Commercial Solar, Inc. Employee Stock Ownership PlanCalifornia Commercial Solar,…$576KInternational Sensor Systems, Inc. Employee Stock Ownership PlanInternational Sensor Systems…$576KRichard Bauer & Co., Inc. Employee Stock Ownership Plan & TrustRichard Bauer & Co., Inc. Em…$574KR B Satkowiak's City Sewer Cleaners, Inc. Employee Stock Ownership PlanR B Satkowiak's City Sewer C…$575KSouthland Dairy Equipment Company Inc. Employee Stock Ownership PlanSouthland Dairy Equipment Co…$571K
End-of-year total assets ($M) among Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$574K
Net Assets (End of Year)$574K
Employer EIN134945420
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard Bauer & Co., Inc.)

Sponsor-wide plan assets over time

All Richard Bauer & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$574K 0% vs 2022
2024 filing year
$0.57M 202220232024 $0.57M $0.57M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 4 $574K
2023 1 4 $574K
2024 1 4 $574K

Nearby ESOP Plans in New Jersey

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

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 0.573624 · Participants: 4Richard Bauer & Co., Inc. Employee Stock Ownership Plan & TrustOkonite 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
Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is R B Satkowiak's City Sewer Cleaners, Inc. Employee Stock Ownership Plan in MI ($575K); by covered participants it is Martingale & Company Employee Stock Ownership Plan in WA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust held essentially flat - up 0.0% during 2023, from $574K to $574K.
How have Richard Bauer & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Bauer & Co., Inc.'s sponsor-wide assets grew 0.0%, from $574K to $574K.
Where does Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is R B Satkowiak's City Sewer Cleaners, Inc. Employee Stock Ownership Plan in MI ($575K, 29 participants).
Which ESOP plans cover a similar participant headcount to Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Martingale & Company Employee Stock Ownership Plan in WA (4 participants, N/A 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 134945420.

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.