ESOP · DOL Form 5500 · 2024

Bms Direct, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
67
Participants Small participant base
42nd
Percentile by assets National rank
$72,687
Avg per participant Below avg balance/head
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Official DOL plan name: Bms Direct Employee Stock Ownership Plan · Sponsored by Bms Direct, Inc. · Virginia · Other Services

$5M in assets, 67 participants

Bms Direct, Inc.'s Bms Direct Employee Stock Ownership Plan reported $5M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,936 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Bms Direct Employee Stock Ownership Plan ranks #4,936 of 7,719 2024 filers by assets (412% of the sector average)-$5M for 67 participants.

#4,936
in Other Services (7,719 peers)
+316.2%
assets growth YoY

Bms Direct Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

Bms Direct Employee Stock Ownership Plan vs every filed plan by assets

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

$4,870,000 42nd percentile higher than 42% 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

Bms Direct Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bms Direct Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bms Direct Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Bms Direct Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bms Direct Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2023 filing to 67 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 540950970 · Bms Direct, Inc. PY 2024 · ESOP

Bms Direct Employee Stock Ownership Plan · $5M · 67 · 42nd

  • NET $5M
  • BOOK 67
  • VS-ST 42nd
  • BOY ESOP
  • SCH near Pacific Vascular Incorporated Employee Stock Ownership Plan
  • EBSA ind #4936

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 Virginia →

Bms Direct Employee Stock Ownership Plan in the asset neighbourhood

Bms Direct Employee Stock Ownership PlanBms Direct Employee Stock Ow…$5MPacific Vascular Incorporated Employee Stock Ownership PlanPacific Vascular Incorporate…$5MSos Steel Company, Inc. Employee Stock Ownership PlanSos Steel Company, Inc. Empl…$5MArtisans, Inc. Employee Stock Ownership Plan and TrustArtisans, Inc. Employee Stoc…$5MNew England Discount Retailers, Inc. Employee Stock Ownership PlanNew England Discount Retaile…$5M
End-of-year total assets ($M) among Bms Direct Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$3M
Net Income$4M
Employer EIN540950970
Plan Effective Date2023-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bms Direct, Inc.)

Sponsor-wide plan assets over time

All Bms Direct, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 316.2393162393162% vs 2023
2024 filing year
$0M$2M$4M$6M 20232024 $1.17M $4.87M ▲ +316.2%
Year Plans Participants Total Assets
2023 1 N/A $1M
2024 1 67 $5M

Nearby ESOP Plans in Virginia

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

Bms Direct Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Bms Direct Employee Stock Ownership Plan, Total assets ($B): 0.00487 · Participants: 67Bms Direct Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Bms Direct Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Bms Direct Employee Stock Ownership Plan side-by-side with 3 peers →

Bms Direct Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Pacific Vascular Incorporated Employee Stock Ownership Plan in WA ($5M); by covered participants it is American Bank Employee Stock Ownership Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Bms Direct Employee Stock Ownership Plan assets move in 2024? ▼
Bms Direct Employee Stock Ownership Plan surged - up 316.2% during 2024, from $1M to $5M. Reported net income was $4M.
How have Bms Direct, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bms Direct, Inc.'s sponsor-wide assets grew 316.2%, from $1M to $5M.
Which ESOP plans are similar in size to Bms Direct Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pacific Vascular Incorporated Employee Stock Ownership Plan in WA ($5M, 67 participants).
Which ESOP plans cover a similar participant headcount to Bms Direct Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Bank Employee Stock Ownership Plan in PA (67 participants, $768K 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 540950970.

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.