ESOP · DOL Form 5500 · 2024

Bamco Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
109
Participants Small participant base
71st
Percentile by assets National rank
$192,533
Avg per participant Above avg balance/head
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Official DOL plan name: Bamco, Inc. Employee Stock Ownership Plan · Sponsored by Bamco Inc. · New Jersey · Construction

$21M in assets, 109 participants

Bamco Inc.'s Bamco, Inc. Employee Stock Ownership Plan reported $21M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,330 in Construction (9,039 peers)

Coverage in New Jersey

Bamco, Inc. Employee Stock Ownership Plan covers 109 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $21M.

#6,330
in Construction (9,039 peers)
+17.3%
assets growth YoY

Bamco, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bamco, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,986,088 Top 29% higher than 71% of 123,620 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 2024

Bamco, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bamco, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bamco, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bamco, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Bamco, Inc. Employee Stock Ownership Plan reported participants rose from 104 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222706064 · Bamco Inc. PY 2024 · ESOP

Bamco, Inc. Employee Stock Ownership Plan · $21M · 109 · 71st

  • EBSA $21M
  • PART 109
  • TYPE 71st
  • NET ESOP
  • BOOK near Jkj Employee Stock Ownership Plan
  • VS-ST ind #6330

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 →

Bamco, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bamco, Inc. Employee Stock Ownership PlanBamco, Inc. Employee Stock O…$21MJkj Employee Stock Ownership PlanJkj Employee Stock Ownership…$21MFit Technologies, Inc. Employee Stock Ownership PlanFit Technologies, Inc. Emplo…$21MTactical Engineering & Analysis, Inc. Employee Stock Ownership PlanTactical Engineering & Analy…$21MLibby Perszyk Kathman Holdings, Inc. Employee Stock Ownership PlanLibby Perszyk Kathman Holdin…$21M
End-of-year total assets ($M) among Bamco, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)-$2M
Net Income$4M
Employer EIN222706064
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bamco Inc.)

Sponsor-wide plan assets over time

All Bamco Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 25.807201541860124% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.7M $21M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 113 $17M
2023 1 104 $18M
2024 1 109 $21M

Nearby ESOP Plans in New Jersey

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

Bamco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Bamco, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.986088 · Participants: 109Bamco, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
Bamco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Bamco, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bamco, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Jkj Employee Stock Ownership Plan in PA ($21M); by covered participants it is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bamco, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bamco, Inc. Employee Stock Ownership Plan grew sharply - up 17.3% during 2024, from $18M to $21M. Reported net income was $4M.
How have Bamco Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bamco Inc.'s sponsor-wide assets grew 25.8%, from $17M to $21M.
Which ESOP plans are similar in size to Bamco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jkj Employee Stock Ownership Plan in PA ($21M, 88 participants).
Which ESOP plans cover a similar participant headcount to Bamco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants, $150K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222706064.

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.