Assets by plan
Share of aggregate retirement assets
Filings through .
Bamco, Inc.
EIN 22-2706064constructionLatest filing 2025
Plans
3
Retirement
3
$45.8M assets
Health & Benefits
0
Participants
229
30 BAEKELAND AVENUE - MIDDLESEX, NJ 088462601732-302-0889gobamco.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $45.8M assets / 229 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
BAMCO INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$26.6M
Participants125
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BAMCO, INC. PROFIT SHARING PLAN
401(k)
Assets$13.4M
Participants51
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BAMCO, INC. SHOP & FIELD WORKERS 401(K) PLAN
401(k)
Assets$5.9M
Participants53
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | BAMCO INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $26.6M | 125 | 2025 |
| #002 | BAMCO, INC. PROFIT SHARING PLAN | 401(k) | $13.4M | 51 | 2025 |
| #003 | BAMCO, INC. SHOP & FIELD WORKERS 401(K) PLAN | 401(k) | $5.9M | 53 | 2025 |
- #004 · ESOP · 2025125
- #002 · 401(k) · 202551
- #003 · 401(k) · 202553
Retirement plans