ESOP · DOL Form 5500 · 2024

Bay Ship & Yacht Co. ESOP

Data updated 2026-08-25

$920K
Total assets Small plan by assets
250
Participants Below avg headcount
22nd
Percentile by assets National rank
$3,680
Avg per participant Low balance/head
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Official DOL plan name: Bay Ship & Yacht Co. Employee Stock Ownership Plan · Sponsored by Bay Ship & Yacht Co. · California · Manufacturing

$920K in assets, 250 participants

Bay Ship & Yacht Co.'s Bay Ship & Yacht Co. Employee Stock Ownership Plan reported $920K in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,642 in Manufacturing (17,777 peers)

Coverage in California

Bay Ship & Yacht Co. Employee Stock Ownership Plan covers 250 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $920K.

#1,642
in Manufacturing (17,777 peers)
-41.2%
assets change YoY

The plan reported a net loss of $401K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bay Ship & Yacht Co. Employee Stock Ownership Plan among the smaller filed plans by assets

Bay Ship & Yacht Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$920,000 22nd percentile higher than 22% 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

Bay Ship & Yacht Co. 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. Bay Ship & Yacht Co. Employee Stock Ownership Plan sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bay Ship & Yacht Co. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to -$401K in the plan year 2024 filing.
  • Bay Ship & Yacht Co. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $920K in the plan year 2024 filing.
  • Bay Ship & Yacht Co. Employee Stock Ownership Plan reported participants rose from 207 in the plan year 2023 filing to 250 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943129531 · Bay Ship & Yacht Co. PY 2024 · ESOP

Bay Ship & Yacht Co. Employee Stock Ownership Plan · $920K · 250 · 22nd

  • PCT $920K
  • PCT 250
  • PCT 22nd
  • PCT ESOP
  • PCT near Point-of-Care Partners, Inc. Employee Stock Ownership Plan
  • PCT ind #1642

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 →

Bay Ship & Yacht Co. Employee Stock Ownership Plan in the asset neighbourhood

Bay Ship & Yacht Co. Employee Stock Ownership PlanBay Ship & Yacht Co. Employe…$920KPoint-of-Care Partners, Inc. Employee Stock Ownership PlanPoint-of-Care Partners, Inc.…$920KHumanix Employee Stock Ownership PlanHumanix Employee Stock Owner…$920KTadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership PlanTadjer-Cohen-Edelson Associa…$920KCma Consulting Holding Company Employee Stock Ownership PlanCma Consulting Holding Compa…$918K
End-of-year total assets ($M) among Bay Ship & Yacht Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$2M
Net Income-$401K
Employer EIN943129531
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Ship & Yacht Co.)

Sponsor-wide plan assets over time

All Bay Ship & Yacht Co. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 42.49568372388547% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.5M $36.4M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 371 $26M
2023 2 614 $32M
2024 2 651 $36M

Nearby ESOP Plans in California

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

Bay Ship & Yacht Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Bay Ship & Yacht Co. Employee Stock Ownership Plan, Total assets ($B): 0.00092 · Participants: 250Bay Ship & Yacht Co. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Bay Ship & Yacht Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bay Ship & Yacht Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Bay Ship & Yacht Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Point-of-Care Partners, Inc. Employee Stock Ownership Plan in FL ($920K); by covered participants it is A-1 Global Holdings ESOP Plan and Trust in FL (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Bay Ship & Yacht Co. Employee Stock Ownership Plan assets move in 2024? ▼
Bay Ship & Yacht Co. Employee Stock Ownership Plan contracted severely - down 41.2% during 2024, from $2M to $920K. Reported net income was -$401K.
How have Bay Ship & Yacht Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay Ship & Yacht Co.'s sponsor-wide assets grew 42.5%, from $26M to $36M.
Where does Bay Ship & Yacht Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bay Ship & Yacht Co. Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Bay Ship & Yacht Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Point-of-Care Partners, Inc. Employee Stock Ownership Plan in FL ($920K, 24 participants).
Which ESOP plans cover a similar participant headcount to Bay Ship & Yacht Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is A-1 Global Holdings ESOP Plan and Trust in FL (251 participants, $14M 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 943129531.

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.