ESOP · DOL Form 5500 · 2023

Bridgeway Capital Management, LLC ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
37
Participants Small participant base
40th
Percentile by assets National rank
$104,148
Avg per participant Below avg balance/head
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Official DOL plan name: Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Bridgeway Capital Management, LLC · Texas · Finance & Insurance

$4M in assets, 37 participants

Bridgeway Capital Management, LLC's Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust reported $4M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,472 in Finance & Insurance (8,869 peers)

Bridgeway Capital Management, LLC multi-year trail

Bridgeway Capital Management, LLC's plans moved -47.6% in assets from 2022 to 2024; this filing shows Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust at $4M / 37 participants.

#2,472
in Finance & Insurance (8,869 peers)
-21.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$3,853,477 40th percentile higher than 40% 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

Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & 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. Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust reported participants rose from 36 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760409332 · Bridgeway Capital Management, LLC PY 2023 · ESOP

Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust · $4M · 37 · 40th

  • SCH $4M
  • SCH 37
  • SCH 40th
  • SCH ESOP
  • SCH near Lithographix, Inc. Employee Stock Ownership Plan
  • SCH ind #2472

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 Texas →

Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Oem Connect, Ltd. Employee Stock Ownership PlanOem Connect, Ltd. Employee S…$4MBridgeway Capital Management, Inc. Employee Stock Ownership Plan & TrustBridgeway Capital Management…$4MLithographix, Inc. Employee Stock Ownership PlanLithographix, Inc. Employee …$4MOtj Architects, Inc. Employee Stock Ownership PlanOtj Architects, Inc. Employe…$4MPrecision Surveillance Corporation Employee Stock Ownership PlanPrecision Surveillance Corpo…$4M
End-of-year total assets ($M) among Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bridgeway Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bridgeway Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 47.59560659338321% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $4.89M $2.56M ▼ -47.6%
Year Plans Participants Total Assets
2022 1 36 $5M
2023 1 37 $4M
2024 1 33 $3M

Bridgeway Capital Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN760409332
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.003853477 · Participants: 37Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & TrustSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Texas, assets vs. participants
Compare Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Lithographix, Inc. Employee Stock Ownership Plan in CA ($4M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust declined sharply - down 21.2% during 2023, from $5M to $4M. Reported net income was -$1M.
How have Bridgeway Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bridgeway Capital Management, LLC's sponsor-wide assets declined 47.6%, from $5M to $3M.
Which ESOP plans are similar in size to Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Lithographix, Inc. Employee Stock Ownership Plan in CA ($4M, 220 participants).
Which ESOP plans cover a similar participant headcount to Bridgeway Capital Management, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $4M 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 760409332.

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.