ESOP · DOL Form 5500 · 2024

Bapko Metal, Inc. ESOP

Data updated 2026-08-25

$34M
Total assets Below avg plan size
222
Participants Below avg headcount
79th
Percentile by assets National rank
$151,626
Avg per participant Above avg balance/head
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Official DOL plan name: Bapko Metal, Inc. Employee Stock Ownership Plan · Sponsored by Bapko Metal, Inc. · California · Manufacturing

$34M in assets, 222 participants

Bapko Metal, Inc.'s Bapko Metal, Inc. Employee Stock Ownership Plan reported $34M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #12,615 in Manufacturing (17,777 peers)

Coverage in California

Bapko Metal, Inc. Employee Stock Ownership Plan covers 222 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $34M.

#12,615
in Manufacturing (17,777 peers)
+28.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bapko Metal, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bapko Metal, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$33,661,000 Top 21% higher than 79% 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

Bapko Metal, Inc. 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. Bapko Metal, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bapko Metal, Inc. Employee Stock Ownership Plan end-of-year assets rose from $26M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Bapko Metal, Inc. Employee Stock Ownership Plan reported participants rose from 206 in the plan year 2023 filing to 222 in the plan year 2024 filing.
  • Bapko Metal, Inc. Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953224566 · Bapko Metal, Inc. PY 2024 · ESOP

Bapko Metal, Inc. Employee Stock Ownership Plan · $34M · 222 · 79th

  • VS-ST $34M
  • BOY 222
  • SCH 79th
  • EBSA ESOP
  • PART near Kenmark Optical, Inc. Employee Stock Ownership Plan
  • TYPE ind #12615

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 →

Bapko Metal, Inc. Employee Stock Ownership Plan in the asset neighbourhood

P1 Technologies Employee Stock Ownership PlanP1 Technologies Employee Sto…$34MBapko Metal, Inc. Employee Stock Ownership PlanBapko Metal, Inc. Employee S…$34MKenmark Optical, Inc. Employee Stock Ownership PlanKenmark Optical, Inc. Employ…$34MGate Energy, Inc. Employee Stock Ownership PlanGate Energy, Inc. Employee S…$34MJcj Employee Stock Ownership PlanJcj Employee Stock Ownership…$34M
End-of-year total assets ($M) among Bapko Metal, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$25M
Net Income$8M
Employer EIN953224566
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bapko Metal, Inc.)

Sponsor-wide plan assets over time

All Bapko Metal, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 78.5043646688872% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $22.7M $40.5M ▲ +78.5%
Year Plans Participants Total Assets
2022 2 291 $23M
2023 2 356 $32M
2024 2 392 $40M

Nearby ESOP Plans in California

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

Bapko Metal, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Bapko Metal, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.033661 · Participants: 222Bapko Metal, Inc. 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
Bapko Metal, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bapko Metal, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Kenmark Optical, Inc. Employee Stock Ownership Plan in KY ($34M); by covered participants it is Delta Star Employee Stock Ownership Plan in VA (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Bapko Metal, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bapko Metal, Inc. Employee Stock Ownership Plan grew sharply - up 28.8% during 2024, from $26M to $34M. Reported net income was $8M.
How have Bapko Metal, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bapko Metal, Inc.'s sponsor-wide assets grew 78.5%, from $23M to $40M.
Where does Bapko Metal, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bapko Metal, Inc. Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bapko Metal, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kenmark Optical, Inc. Employee Stock Ownership Plan in KY ($34M, 77 participants).
Which ESOP plans cover a similar participant headcount to Bapko Metal, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Delta Star Employee Stock Ownership Plan in VA (222 participants, $447M 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 953224566.

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.