ESOP · DOL Form 5500 · 2024
Bga Holding Co. ESOP
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 52
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $617,950
- Avg per participant High balance/head
Official DOL plan name: Bga Holdings Co. Employee Stock Ownership Plan and Trust · Sponsored by Bga Holding Co. · Arizona · Finance & Insurance
$32M in assets, 52 participants
Bga Holding Co.'s Bga Holdings Co. Employee Stock Ownership Plan and Trust reported $32M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #5,658 in Finance & Insurance (8,549 peers)
Where Bga Holdings Co. Employee Stock Ownership Plan and Trust sits by assets
Bga Holdings Co. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $32M for 52 participants (~$617,950/participant), up 19.9% in 2024.
- #5,658
- in Finance & Insurance (8,549 peers)
- +19.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bga Holdings Co. Employee Stock Ownership Plan and Trust's outsized position by total assets
Bga Holdings Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,133,422 Top 22% higher than 78% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bga Holdings Co. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bga Holdings Co. Employee Stock Ownership Plan and Trust is a small filing (52 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bga Holdings Co. Employee Stock Ownership Plan and Trust reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Bga Holdings Co. Employee Stock Ownership Plan and Trust end-of-year assets rose from $27M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Bga Holdings Co. Employee Stock Ownership Plan and Trust reported participants rose from 50 in the plan year 2023 filing to 52 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 141984895 · Bga Holding Co. PY 2024 · ESOP
Bga Holdings Co. Employee Stock Ownership Plan and Trust · $32M · 52 · 78th
- NET $32M
- NET 52
- NET 78th
- NET ESOP
- NET near Elus Company Employee Stock Ownership Plan and Trust
- NET ind #5658
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 Arizona →
Bga Holdings Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $6M |
| Employer EIN | 141984895 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bga Holding Co.)
Sponsor-wide plan assets over time
All Bga Holding Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 34.442404802593% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $24M |
| 2023 | 1 | 50 | $27M |
| 2024 | 1 | 52 | $32M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
Bga Holdings Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Elus Company Employee Stock Ownership Plan and Trust in OH ($32M); by covered participants it is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (52 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.