Civic Intelligence

Bamco Inc.

Plan context: Bamco Inc. Employee Stock Ownership Plan

EIN 22-2706064 • Middlesex, NJ • 40 filings • 5 plans

30 Baekeland AvenueMiddlesex, NJ 08846-2601
Current Snapshot

Latest Year

2024

2024 Participants

133

2024 Assets

$39,242,805

2024 Contributions

$2,922,201

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$39,242,805$19,621,403$0199920142024YearValue
$39,242,805Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

133670199920122024YearValue
133Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243133$39,242,805$2,922,201$21,971iApproximate average salary by contribution assumption: employee only about $549,286 at 4% or $366,191 at 6%; with 50% employer match about $366,191 at 4% or $244,127 at 6%; with 100% employer match about $274,643 at 4% or $183,095 at 6%.
Bamco Inc. Employee Stock Ownership Plan-133$20,986,088$2,086,312$15,687iApproximate average salary by contribution assumption: employee only about $392,164 at 4% or $261,443 at 6%; with 50% employer match about $261,443 at 4% or $174,295 at 6%; with 100% employer match about $196,082 at 4% or $130,721 at 6%.
Bamco Inc. Profit Sharing Plan-51$13,072,741$569,458$11,166iApproximate average salary by contribution assumption: employee only about $279,146 at 4% or $186,097 at 6%; with 50% employer match about $186,097 at 4% or $124,065 at 6%; with 100% employer match about $139,573 at 4% or $93,049 at 6%.
BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN-51$5,183,976$266,431$5,224iApproximate average salary by contribution assumption: employee only about $130,603 at 4% or $87,069 at 6%; with 50% employer match about $87,069 at 4% or $58,046 at 6%; with 100% employer match about $65,302 at 4% or $43,534 at 6%.
2023391$33,462,085$2,894,045$31,803iApproximate average salary by contribution assumption: employee only about $795,067 at 4% or $530,045 at 6%; with 50% employer match about $530,045 at 4% or $353,363 at 6%; with 100% employer match about $397,534 at 4% or $265,022 at 6%.
Bamco Inc. Employee Stock Ownership Plan-91$17,884,156$2,060,789$22,646iApproximate average salary by contribution assumption: employee only about $566,151 at 4% or $377,434 at 6%; with 50% employer match about $377,434 at 4% or $251,623 at 6%; with 100% employer match about $283,075 at 4% or $188,717 at 6%.
Bamco Inc. Profit Sharing Plan-59$11,722,608$611,474$10,364iApproximate average salary by contribution assumption: employee only about $259,099 at 4% or $172,733 at 6%; with 50% employer match about $172,733 at 4% or $115,155 at 6%; with 100% employer match about $129,550 at 4% or $86,366 at 6%.
BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN-54$3,855,321$221,782$4,107iApproximate average salary by contribution assumption: employee only about $102,677 at 4% or $68,451 at 6%; with 50% employer match about $68,451 at 4% or $45,634 at 6%; with 100% employer match about $51,338 at 4% or $34,226 at 6%.
2022399$30,127,540$3,024,440$30,550iApproximate average salary by contribution assumption: employee only about $763,747 at 4% or $509,165 at 6%; with 50% employer match about $509,165 at 4% or $339,443 at 6%; with 100% employer match about $381,874 at 4% or $254,582 at 6%.
Bamco Inc. Employee Stock Ownership Plan-99$16,681,150$2,173,024$21,950iApproximate average salary by contribution assumption: employee only about $548,743 at 4% or $365,829 at 6%; with 50% employer match about $365,829 at 4% or $243,886 at 6%; with 100% employer match about $274,372 at 4% or $182,914 at 6%.
Bamco Inc. Profit Sharing Plan-55$10,481,817$639,596$11,629iApproximate average salary by contribution assumption: employee only about $290,725 at 4% or $193,817 at 6%; with 50% employer match about $193,817 at 4% or $129,211 at 6%; with 100% employer match about $145,363 at 4% or $96,908 at 6%.
BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN-44$2,964,573$211,820$4,814iApproximate average salary by contribution assumption: employee only about $120,352 at 4% or $80,235 at 6%; with 50% employer match about $80,235 at 4% or $53,490 at 6%; with 100% employer match about $60,176 at 4% or $40,117 at 6%.
2021395$35,821,824$2,752,764$28,976iApproximate average salary by contribution assumption: employee only about $724,412 at 4% or $482,941 at 6%; with 50% employer match about $482,941 at 4% or $321,961 at 6%; with 100% employer match about $362,206 at 4% or $241,471 at 6%.
Bamco Inc. Employee Stock Ownership Plan-95$19,251,729$1,948,669$20,512iApproximate average salary by contribution assumption: employee only about $512,808 at 4% or $341,872 at 6%; with 50% employer match about $341,872 at 4% or $227,915 at 6%; with 100% employer match about $256,404 at 4% or $170,936 at 6%.
Bamco Inc. Profit Sharing Plan-66$15,223,134$706,500$10,705iApproximate average salary by contribution assumption: employee only about $267,614 at 4% or $178,409 at 6%; with 50% employer match about $178,409 at 4% or $118,939 at 6%; with 100% employer match about $133,807 at 4% or $89,205 at 6%.
BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN-49$1,346,961$97,595$1,992iApproximate average salary by contribution assumption: employee only about $49,793 at 4% or $33,196 at 6%; with 50% employer match about $33,196 at 4% or $22,130 at 6%; with 100% employer match about $24,897 at 4% or $16,598 at 6%.
2020395$33,213,811$2,451,855$25,809iApproximate average salary by contribution assumption: employee only about $645,225 at 4% or $430,150 at 6%; with 50% employer match about $430,150 at 4% or $286,767 at 6%; with 100% employer match about $322,613 at 4% or $215,075 at 6%.
Bamco Inc. Employee Stock Ownership Plan-95$19,339,685$1,720,819$18,114iApproximate average salary by contribution assumption: employee only about $452,847 at 4% or $301,898 at 6%; with 50% employer match about $301,898 at 4% or $201,265 at 6%; with 100% employer match about $226,424 at 4% or $150,949 at 6%.
Bamco Inc. Profit Sharing Plan-66$12,671,054$649,217$9,837iApproximate average salary by contribution assumption: employee only about $245,916 at 4% or $163,944 at 6%; with 50% employer match about $163,944 at 4% or $109,296 at 6%; with 100% employer match about $122,958 at 4% or $81,972 at 6%.
BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN-69$1,203,072$81,819$1,186iApproximate average salary by contribution assumption: employee only about $29,645 at 4% or $19,763 at 6%; with 50% employer match about $19,763 at 4% or $13,175 at 6%; with 100% employer match about $14,822 at 4% or $9,882 at 6%.
2019395$24,893,673$2,670,634$28,112iApproximate average salary by contribution assumption: employee only about $702,798 at 4% or $468,532 at 6%; with 50% employer match about $468,532 at 4% or $312,355 at 6%; with 100% employer match about $351,399 at 4% or $234,266 at 6%.
Bamco Inc. Employee Stock Ownership Plan-95$13,000,000$1,905,594$20,059iApproximate average salary by contribution assumption: employee only about $501,472 at 4% or $334,315 at 6%; with 50% employer match about $334,315 at 4% or $222,876 at 6%; with 100% employer match about $250,736 at 4% or $167,157 at 6%.
Bamco Inc. Profit Sharing Plan-62$10,699,007$675,188$10,890iApproximate average salary by contribution assumption: employee only about $272,253 at 4% or $181,502 at 6%; with 50% employer match about $181,502 at 4% or $121,001 at 6%; with 100% employer match about $136,127 at 4% or $90,751 at 6%.
BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN-70$1,194,666$89,852$1,284iApproximate average salary by contribution assumption: employee only about $32,090 at 4% or $21,393 at 6%; with 50% employer match about $21,393 at 4% or $14,262 at 6%; with 100% employer match about $16,045 at 4% or $10,697 at 6%.
2018398$17,428,259$1,879,669$19,180iApproximate average salary by contribution assumption: employee only about $479,507 at 4% or $319,672 at 6%; with 50% employer match about $319,672 at 4% or $213,114 at 6%; with 100% employer match about $239,754 at 4% or $159,836 at 6%.
Bamco Inc. Profit Sharing Plan-61$8,543,114$561,179$9,200iApproximate average salary by contribution assumption: employee only about $229,991 at 4% or $153,328 at 6%; with 50% employer match about $153,328 at 4% or $102,218 at 6%; with 100% employer match about $114,996 at 4% or $76,664 at 6%.
BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN-98$7,920,000$1,253,040$12,786iApproximate average salary by contribution assumption: employee only about $319,653 at 4% or $213,102 at 6%; with 50% employer match about $213,102 at 4% or $142,068 at 6%; with 100% employer match about $159,827 at 4% or $106,551 at 6%.
BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN-69$965,145$65,450$949iApproximate average salary by contribution assumption: employee only about $23,714 at 4% or $15,809 at 6%; with 50% employer match about $15,809 at 4% or $10,539 at 6%; with 100% employer match about $11,857 at 4% or $7,905 at 6%.
2017267$9,718,171$634,872$9,476iApproximate average salary by contribution assumption: employee only about $236,893 at 4% or $157,928 at 6%; with 50% employer match about $157,928 at 4% or $105,286 at 6%; with 100% employer match about $118,446 at 4% or $78,964 at 6%.
Bamco Inc. Profit Sharing Plan-58$8,784,071$562,757$9,703iApproximate average salary by contribution assumption: employee only about $242,568 at 4% or $161,712 at 6%; with 50% employer match about $161,712 at 4% or $107,808 at 6%; with 100% employer match about $121,284 at 4% or $80,856 at 6%.
BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN-67$934,100$72,115$1,076iApproximate average salary by contribution assumption: employee only about $26,909 at 4% or $17,939 at 6%; with 50% employer match about $17,939 at 4% or $11,959 at 6%; with 100% employer match about $13,454 at 4% or $8,970 at 6%.
20161118$7,837,868$599,216$5,078iApproximate average salary by contribution assumption: employee only about $126,953 at 4% or $84,635 at 6%; with 50% employer match about $84,635 at 4% or $56,423 at 6%; with 100% employer match about $63,476 at 4% or $42,318 at 6%.
Bamco Inc. Profit Sharing Plan-118$7,837,868$599,216$5,078iApproximate average salary by contribution assumption: employee only about $126,953 at 4% or $84,635 at 6%; with 50% employer match about $84,635 at 4% or $56,423 at 6%; with 100% employer match about $63,476 at 4% or $42,318 at 6%.
2015192$6,974,141$568,299$6,177iApproximate average salary by contribution assumption: employee only about $154,429 at 4% or $102,953 at 6%; with 50% employer match about $102,953 at 4% or $68,635 at 6%; with 100% employer match about $77,215 at 4% or $51,476 at 6%.
Bamco Inc. Profit Sharing Plan-92$6,974,141$568,299$6,177iApproximate average salary by contribution assumption: employee only about $154,429 at 4% or $102,953 at 6%; with 50% employer match about $102,953 at 4% or $68,635 at 6%; with 100% employer match about $77,215 at 4% or $51,476 at 6%.
2014197$6,741,973$540,338$5,570iApproximate average salary by contribution assumption: employee only about $139,262 at 4% or $92,842 at 6%; with 50% employer match about $92,842 at 4% or $61,894 at 6%; with 100% employer match about $69,631 at 4% or $46,421 at 6%.
Bamco Inc. Profit Sharing Plan-97$6,741,973$540,338$5,570iApproximate average salary by contribution assumption: employee only about $139,262 at 4% or $92,842 at 6%; with 50% employer match about $92,842 at 4% or $61,894 at 6%; with 100% employer match about $69,631 at 4% or $46,421 at 6%.
20131101$6,169,004$554,303$5,488iApproximate average salary by contribution assumption: employee only about $137,204 at 4% or $91,469 at 6%; with 50% employer match about $91,469 at 4% or $60,979 at 6%; with 100% employer match about $68,602 at 4% or $45,735 at 6%.
Bamco Inc. Profit Sharing Plan-101$6,169,004$554,303$5,488iApproximate average salary by contribution assumption: employee only about $137,204 at 4% or $91,469 at 6%; with 50% employer match about $91,469 at 4% or $60,979 at 6%; with 100% employer match about $68,602 at 4% or $45,735 at 6%.
2012186$4,841,142$510,243$5,933iApproximate average salary by contribution assumption: employee only about $148,326 at 4% or $98,884 at 6%; with 50% employer match about $98,884 at 4% or $65,923 at 6%; with 100% employer match about $74,163 at 4% or $49,442 at 6%.
Bamco Inc. Profit Sharing Plan-86$4,841,142$510,243$5,933iApproximate average salary by contribution assumption: employee only about $148,326 at 4% or $98,884 at 6%; with 50% employer match about $98,884 at 4% or $65,923 at 6%; with 100% employer match about $74,163 at 4% or $49,442 at 6%.
2011191$4,116,191$379,763$4,173iApproximate average salary by contribution assumption: employee only about $104,330 at 4% or $69,554 at 6%; with 50% employer match about $69,554 at 4% or $46,369 at 6%; with 100% employer match about $52,165 at 4% or $34,777 at 6%.
Bamco Inc. Profit Sharing Plan-91$4,116,191$379,763$4,173iApproximate average salary by contribution assumption: employee only about $104,330 at 4% or $69,554 at 6%; with 50% employer match about $69,554 at 4% or $46,369 at 6%; with 100% employer match about $52,165 at 4% or $34,777 at 6%.
2010183$4,323,424$508,412$6,125iApproximate average salary by contribution assumption: employee only about $153,136 at 4% or $102,091 at 6%; with 50% employer match about $102,091 at 4% or $68,061 at 6%; with 100% employer match about $76,568 at 4% or $51,045 at 6%.
Bamco Inc. Profit Sharing Plan-83$4,323,424$508,412$6,125iApproximate average salary by contribution assumption: employee only about $153,136 at 4% or $102,091 at 6%; with 50% employer match about $102,091 at 4% or $68,061 at 6%; with 100% employer match about $76,568 at 4% or $51,045 at 6%.
2009195$3,582,315$535,941$5,641iApproximate average salary by contribution assumption: employee only about $141,037 at 4% or $94,025 at 6%; with 50% employer match about $94,025 at 4% or $62,683 at 6%; with 100% employer match about $70,519 at 4% or $47,012 at 6%.
Bamco Inc. Profit Sharing Plan-95$3,582,315$535,941$5,641iApproximate average salary by contribution assumption: employee only about $141,037 at 4% or $94,025 at 6%; with 50% employer match about $94,025 at 4% or $62,683 at 6%; with 100% employer match about $70,519 at 4% or $47,012 at 6%.
20081100$2,309,251$547,121$5,471iApproximate average salary by contribution assumption: employee only about $136,780 at 4% or $91,187 at 6%; with 50% employer match about $91,187 at 4% or $60,791 at 6%; with 100% employer match about $68,390 at 4% or $45,593 at 6%.
Bamco Inc. Profit Sharing Plan-100$2,309,251$547,121$5,471iApproximate average salary by contribution assumption: employee only about $136,780 at 4% or $91,187 at 6%; with 50% employer match about $91,187 at 4% or $60,791 at 6%; with 100% employer match about $68,390 at 4% or $45,593 at 6%.
2007189$0$0-
Bamco Inc. Profit Sharing Plan-89---
2006181$2,458,423$407,197$5,027iApproximate average salary by contribution assumption: employee only about $125,678 at 4% or $83,785 at 6%; with 50% employer match about $83,785 at 4% or $55,857 at 6%; with 100% employer match about $62,839 at 4% or $41,893 at 6%.
Bamco Inc. Profit Sharing Plan-81$2,458,423$407,197$5,027iApproximate average salary by contribution assumption: employee only about $125,678 at 4% or $83,785 at 6%; with 50% employer match about $83,785 at 4% or $55,857 at 6%; with 100% employer match about $62,839 at 4% or $41,893 at 6%.
2005161$1,852,628$320,045$5,247iApproximate average salary by contribution assumption: employee only about $131,166 at 4% or $87,444 at 6%; with 50% employer match about $87,444 at 4% or $58,296 at 6%; with 100% employer match about $65,583 at 4% or $43,722 at 6%.
Bamco Inc. Profit Sharing Plan-61$1,852,628$320,045$5,247iApproximate average salary by contribution assumption: employee only about $131,166 at 4% or $87,444 at 6%; with 50% employer match about $87,444 at 4% or $58,296 at 6%; with 100% employer match about $65,583 at 4% or $43,722 at 6%.
2003149$1,254,229$157,201$3,208iApproximate average salary by contribution assumption: employee only about $80,205 at 4% or $53,470 at 6%; with 50% employer match about $53,470 at 4% or $35,646 at 6%; with 100% employer match about $40,102 at 4% or $26,735 at 6%.
Bamco Inc. Profit Sharing Plan-49$1,254,229$157,201$3,208iApproximate average salary by contribution assumption: employee only about $80,205 at 4% or $53,470 at 6%; with 50% employer match about $53,470 at 4% or $35,646 at 6%; with 100% employer match about $40,102 at 4% or $26,735 at 6%.
2002157$936,181$248,057$4,352iApproximate average salary by contribution assumption: employee only about $108,797 at 4% or $72,531 at 6%; with 50% employer match about $72,531 at 4% or $48,354 at 6%; with 100% employer match about $54,398 at 4% or $36,266 at 6%.
Bamco Inc. Profit Sharing Plan-57$936,181$248,057$4,352iApproximate average salary by contribution assumption: employee only about $108,797 at 4% or $72,531 at 6%; with 50% employer match about $72,531 at 4% or $48,354 at 6%; with 100% employer match about $54,398 at 4% or $36,266 at 6%.
2001147$0$0-
Bamco Inc. Profit Sharing Plan-47---
2000143$0$0-
Bamco Inc. Profit Sharing Plan-43---
1999136$881,850$199,603$5,545iApproximate average salary by contribution assumption: employee only about $138,613 at 4% or $92,409 at 6%; with 50% employer match about $92,409 at 4% or $61,606 at 6%; with 100% employer match about $69,307 at 4% or $46,204 at 6%.
Bamco Inc. Profit Sharing Plan-36$881,850$199,603$5,545iApproximate average salary by contribution assumption: employee only about $138,613 at 4% or $92,409 at 6%; with 50% employer match about $92,409 at 4% or $61,606 at 6%; with 100% employer match about $69,307 at 4% or $46,204 at 6%.