ESOP · DOL Form 5500 · 2023

Bay Ship & Yacht Co. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
207
Participants Below avg headcount
28th
Percentile by assets National rank
$7,556
Avg per participant Low balance/head
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Official DOL plan name: Bay Ship & Yacht Co. Employee Stock Ownership Plan · Sponsored by Bay Ship & Yacht Co. · California · Manufacturing

$2M in assets, 207 participants

Bay Ship & Yacht Co.'s Bay Ship & Yacht Co. Employee Stock Ownership Plan reported $2M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,436 in Manufacturing (18,722 peers)

Coverage in California

Bay Ship & Yacht Co. Employee Stock Ownership Plan covers 207 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $2M.

#2,436
in Manufacturing (18,722 peers)
-$2M
reported net income

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bay Ship & Yacht Co. Employee Stock Ownership Plan among the smaller filed plans by assets

Bay Ship & Yacht Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,564,000 28th percentile higher than 28% 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

Bay Ship & Yacht Co. 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. Bay Ship & Yacht Co. Employee Stock Ownership Plan sits mid-pack in the medium band (207 participants).

EBSA filing schedule strip

Filing strip 943129531 · Bay Ship & Yacht Co. PY 2023 · ESOP

Bay Ship & Yacht Co. Employee Stock Ownership Plan · $2M · 207 · 28th

  • IND $2M
  • IND 207
  • IND 28th
  • IND ESOP
  • IND near Emerson Management Company ESOP
  • IND ind #2436

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 California →

Bay Ship & Yacht Co. Employee Stock Ownership Plan in the asset neighbourhood

Bay Ship & Yacht Co. Employee Stock Ownership PlanBay Ship & Yacht Co. Employe…$2MEmerson Management Company ESOPEmerson Management Company E…$2MJosephson Manufacturing Company Employee Stock Ownership PlanJosephson Manufacturing Comp…$2MCybernet Systems Corporation Employee Stock Ownership PlanCybernet Systems Corporation…$2MCharles Tool & Supply, Inc. Employee Stock Ownership PlanCharles Tool & Supply, Inc. …$2M
End-of-year total assets ($M) among Bay Ship & Yacht Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$2M
Net Income-$2M
Employer EIN943129531
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Ship & Yacht Co.)

Sponsor-wide plan assets over time

All Bay Ship & Yacht Co. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 42.49568372388547% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.5M $36.4M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 371 $26M
2023 2 614 $32M
2024 2 651 $36M

Nearby ESOP Plans in California

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

Bay Ship & Yacht Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bay Ship & Yacht Co. Employee Stock Ownership Plan, Total assets ($B): 0.001564 · Participants: 207Bay Ship & Yacht Co. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Bay Ship & Yacht Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bay Ship & Yacht Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Bay Ship & Yacht Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Emerson Management Company ESOP in MN ($2M); by covered participants it is E&m Logistics Inc. Employee Stock Ownership Plan in NY (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 have Bay Ship & Yacht Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay Ship & Yacht Co.'s sponsor-wide assets grew 42.5%, from $26M to $36M.
Which ESOP plans are similar in size to Bay Ship & Yacht Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Emerson Management Company ESOP in MN ($2M, 2 participants).
Which ESOP plans cover a similar participant headcount to Bay Ship & Yacht Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E&m Logistics Inc. Employee Stock Ownership Plan in NY (207 participants, $22M 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 943129531.

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.