ESOP · DOL Form 5500 · 2023

B.M.W. Precision Machining, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 17
Participants Small participant base: 39th
Percentile by assets National rank: $212,192
Avg per participant Above avg balance/head

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Official DOL plan name: B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan · Sponsored by B.M.W. Precision Machining, Inc. · California · Manufacturing

$4M in assets, 17 participants

B.M.W. Precision Machining, Inc.'s B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan reported $4M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#4,077 in Manufacturing (18,722 peers)

B.M.W. Precision Machining, Inc. multi-year trail

B.M.W. Precision Machining, Inc.'s plans moved -61.3% in assets from 2022 to 2024; this filing shows B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan at $4M / 17 participants.

#4,077
in Manufacturing (18,722 peers): -17.2%
assets change YoY

The plan reported a net loss of $720K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,607,265 39th percentile higher than 39% 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

B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan reported net income fell from -$15K in the plan year 2022 filing to -$720K in the plan year 2023 filing.
B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan reported participants fell from 18 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330010265 · B.M.W. Precision Machining, Inc. PY 2023 · ESOP

B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan · $4M · 17 · 39th

TYPE $4M
NET 17
BOOK 39th
VS-ST ESOP
BOY near Sain Engineering Associates, Inc. Employee Stock Ownership Plan
SCH ind #4077

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 →

End-of-year total assets ($M) among B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

B.M.W. Precision Machining, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 61.25968671425137% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	18	$4M
2023	1	17	$4M
2024	1	58	$2M

B.M.W. Precision Machining, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	-$720K
Employer EIN	330010265
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in California

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

B.M.W. Precision Machining, 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

Compare B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Sain Engineering Associates, Inc. Employee Stock Ownership Plan in AL ($4M); by covered participants it is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

New England Natural Bakers, Inc. Employee Stock Ownership Plan (MA) 17 · 0 off
Valador, Inc. Employee Stock Ownership Plan (WV) 17 · 0 off
Q & Q, Inc. Employee Stock Ownership Plan (FL) 17 · 0 off
The Logan Graphic Products, Inc. Employee Stock Ownership Plan (IL) 17 · 0 off

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 B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan declined sharply - down 17.2% during 2023, from $4M to $4M. Reported net income was -$720K.

How have B.M.W. Precision Machining, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), B.M.W. Precision Machining, Inc.'s sponsor-wide assets declined 61.3%, from $4M to $2M.

Which ESOP plans are similar in size to B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Sain Engineering Associates, Inc. Employee Stock Ownership Plan in AL ($4M, 40 participants).

Which ESOP plans cover a similar participant headcount to B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 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 330010265.