ESOP · DOL Form 5500 · 2023
Bapko Metal, Inc. ESOP
Data updated 2026-08-11
- $26M
- Total assets
- 206
- Participants
- 77th
- Percentile by assets
- $126,825
- Avg per participant
Official DOL plan name: Bapko Metal, Inc. Employee Stock Ownership Plan · Sponsored by Bapko Metal, Inc. · California · Manufacturing
$26M in assets, 206 participants
Bapko Metal, Inc.'s Bapko Metal, Inc. Employee Stock Ownership Plan reported $26M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 127,072 plans)
- #12,795 in Manufacturing (18,722 peers)
Coverage in California
Bapko Metal, Inc. Employee Stock Ownership Plan covers 206 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $26M.
- $26M
- total plan assets (2023 EOY)
- 206
- covered participants
- 77th
- percentile by assets (of 127,072 plans)
- $126,825
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bapko Metal, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Bapko Metal, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Bapko Metal, Inc. Employee Stock Ownership Plan reported participants rose from 186 in the plan year 2022 filing to 206 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Bapko Metal, Inc. Employee Stock Ownership Plan reports 206 participants - about 33% of that state average ($26M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $9M |
| Employer EIN | 953224566 |
| Plan Effective Date | 2018-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bapko Metal, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 291 | $23M |
| 2023 | 2 | 356 | $32M |
| 2024 | 2 | 392 | $40M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bapko Metal, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bapko Metal, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Bapko Metal, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Bapko Metal, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Bapko Metal, Inc.'s sponsor-wide assets have grown 78.5% since 2022 across 3 plan years on file. More Manufacturing plans