ESOP · DOL Form 5500 · 2024

Richard Bauer & Co., Inc. ESOP

Data updated 2026-08-25

$574K
Total assets Small plan by assets
4
Participants Small participant base
19th
Percentile by assets National rank
$143,406
Avg per participant Near avg balance/head
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Official DOL plan name: Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust · Sponsored by Richard Bauer & Co., Inc. · New Jersey · Wholesale Trade

$574K in assets, 4 participants

Richard Bauer & Co., Inc.'s Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust reported $574K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #569 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust holds $574K for 4 participants - about $143,406 per participant, among the smaller plans by assets on file.

#569
in Wholesale Trade (6,080 peers)
+0.0%
assets growth YoY

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust among the smaller filed plans by assets

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$573,624 19th percentile higher than 19% 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

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 134945420 · Richard Bauer & Co., Inc. PY 2024 · ESOP

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust · $574K · 4 · 19th

  • PART $574K
  • PART 4
  • PART 19th
  • PART ESOP
  • PART near Illinois Road Contractors, Inc. Employee Stock Ownership Plan
  • PART ind #569

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 →

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Illinois Road Contractors, Inc. Employee Stock Ownership PlanIllinois Road Contractors, I…$576KSouthland Dairy Equipment Company Inc. Employee Stock Ownership PlanSouthland Dairy Equipment Co…$576KRichard Bauer & Co., Inc. Employee Stock Ownership Plan & TrustRichard Bauer & Co., Inc. Em…$574KAlan Shintani Inc. Employee Stock Ownership PlanAlan Shintani Inc. Employee …$571KK D Johnson, Inc. Employee Stock Ownership PlanK D Johnson, Inc. Employee S…$571K
End-of-year total assets ($M) among Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$574K
Net Assets (End of Year)$574K
Employer EIN134945420
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard Bauer & Co., Inc.)

Sponsor-wide plan assets over time

All Richard Bauer & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$574K 0% vs 2022
2024 filing year
$0.57M 202220232024 $0.57M $0.57M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 4 $574K
2023 1 4 $574K
2024 1 4 $574K

Nearby ESOP Plans in New Jersey

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

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 0.573624 · Participants: 4Richard Bauer & Co., Inc. Employee Stock Ownership Plan & TrustOkonite 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
Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Illinois Road Contractors, Inc. Employee Stock Ownership Plan in IL ($576K); by covered participants it is D&o Engineering Co., Inc. Employee Stock Ownership Plan in KS (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust assets move in 2024? ▼
Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust held essentially flat - up 0.0% during 2024, from $574K to $574K.
How have Richard Bauer & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Bauer & Co., Inc.'s sponsor-wide assets grew 0.0%, from $574K to $574K.
Where does Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust ranks in the 19th 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 Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Illinois Road Contractors, Inc. Employee Stock Ownership Plan in IL ($576K, 14 participants).
Which ESOP plans cover a similar participant headcount to Richard Bauer & Co., Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is D&o Engineering Co., Inc. Employee Stock Ownership Plan in KS (4 participants, $426K 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 134945420.

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.