ESOP · DOL Form 5500 · 2024

Bcp Securities, LLC ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
41
Participants Small participant base
58th
Percentile by assets National rank
$275,959
Avg per participant High balance/head
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Official DOL plan name: Bcp Securities, Inc. Employee Stock Ownership Plan · Sponsored by Bcp Securities, LLC · Connecticut · Finance & Insurance

$11M in assets, 41 participants

Bcp Securities, LLC's Bcp Securities, Inc. Employee Stock Ownership Plan reported $11M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,618 in Finance & Insurance (8,549 peers)

Bcp Securities, LLC multi-year trail

Bcp Securities, LLC's plans moved +12.2% in assets from 2022 to 2024; this filing shows Bcp Securities, Inc. Employee Stock Ownership Plan at $11M / 41 participants.

#3,618
in Finance & Insurance (8,549 peers)
-13.7%
assets change YoY

Bcp Securities, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$11,314,330 Top 42% higher than 58% 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

Bcp Securities, Inc. 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. Bcp Securities, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bcp Securities, Inc. Employee Stock Ownership Plan reported net income rose from $450K in the plan year 2023 filing to $819K in the plan year 2024 filing.
  • Bcp Securities, Inc. Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061566998 · Bcp Securities, LLC PY 2024 · ESOP

Bcp Securities, Inc. Employee Stock Ownership Plan · $11M · 41 · 58th

  • TYPE $11M
  • NET 41
  • BOOK 58th
  • VS-ST ESOP
  • BOY near 859 US Employee Stock Ownership Plan
  • SCH ind #3618

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 Connecticut →

Bcp Securities, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Carpetland USA Milwaukee, Inc. Employee Stock Ownership PlanCarpetland USA Milwaukee, In…$11MBcp Securities, Inc. Employee Stock Ownership PlanBcp Securities, Inc. Employe…$11M859 US Employee Stock Ownership Plan859 US Employee Stock Owners…$11MSouthwest Automated Security Inc Employee Stock Ownership PlanSouthwest Automated Security…$11MAzon USA, Inc. Employee Stock Ownership PlanAzon USA, Inc. Employee Stoc…$11M
End-of-year total assets ($M) among Bcp Securities, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bcp Securities, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bcp Securities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 12.192507031426706% vs 2022
2024 filing year
$34M$36M$38M$40M 202220232024 $35.1M $39.3M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 77 $35M
2023 2 81 $39M
2024 2 83 $39M

Bcp Securities, LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)-$7M
Net Income$819K
Employer EIN061566998
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

Bcp Securities, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0200400600 -1000100200300400 Total assets ($M) Participants Bcp Securities, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.31433 · Participants: 41Bcp Securities, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 304.806344 · Participants: 327Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 127.985465 · Participants: 309Bl Companies, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.874922 · Participants: 417Sonalysts, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.815259 · Participants: 572Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 106.406355 · Participants: 110Twin Mro Employee Stock Ownership Plan
Bcp Securities, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Bcp Securities, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is 859 US Employee Stock Ownership Plan in MA ($11M); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Bcp Securities, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bcp Securities, Inc. Employee Stock Ownership Plan pulled back noticeably - down 13.7% during 2024, from $13M to $11M. Reported net income was $819K.
How have Bcp Securities, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bcp Securities, LLC's sponsor-wide assets grew 12.2%, from $35M to $39M.
Which ESOP plans are similar in size to Bcp Securities, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is 859 US Employee Stock Ownership Plan in MA ($11M, 1,486 participants).
Which ESOP plans cover a similar participant headcount to Bcp Securities, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants, N/A 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 061566998.

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.