ESOP · DOL Form 5500 · 2022

Blue Grass Metals, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
52
Participants Small participant base
67th
Percentile by assets National rank
$214,891
Avg per participant Above avg balance/head
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Official DOL plan name: Blue Grass Metals, Inc. Employee Stock Ownership Plan · Sponsored by Blue Grass Metals, Inc. · Kentucky · Manufacturing

$11M in assets, 52 participants

Blue Grass Metals, Inc.'s Blue Grass Metals, Inc. Employee Stock Ownership Plan reported $11M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #11,329 in Manufacturing (20,602 peers)

Blue Grass Metals, Inc. multi-year trail

Blue Grass Metals, Inc.'s plans moved +43.8% in assets from 2022 to 2024; this filing shows Blue Grass Metals, Inc. Employee Stock Ownership Plan at $11M / 52 participants.

#11,329
in Manufacturing (20,602 peers)
-2.5%
assets change YoY

The plan reported a net loss of $236K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blue Grass Metals, Inc. Employee Stock Ownership Plan's outsized position by total assets

Blue Grass Metals, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,174,347 Top 33% higher than 67% of 139,123 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 2022

Blue Grass Metals, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Grass Metals, Inc. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 611293635 · Blue Grass Metals, Inc. PY 2022 · ESOP

Blue Grass Metals, Inc. Employee Stock Ownership Plan · $11M · 52 · 67th

  • EOY $11M
  • EOY 52
  • EOY 67th
  • EOY ESOP
  • EOY near Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan
  • EOY ind #11329

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 Kentucky →

Blue Grass Metals, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Soderholm & Associates, Inc. Employee Stock Ownership PlanSoderholm & Associates, Inc.…$11MLake Ridge Bancorp, Inc. Employee Stock Ownership PlanLake Ridge Bancorp, Inc. Emp…$11MBlue Grass Metals, Inc. Employee Stock Ownership PlanBlue Grass Metals, Inc. Empl…$11MColonial Systems, Inc. Employee Stock Ownership PlanColonial Systems, Inc. Emplo…$11MInnotion Enterprises, Inc. Employee Stock Ownership PlanInnotion Enterprises, Inc. E…$11M
End-of-year total assets ($M) among Blue Grass Metals, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Blue Grass Metals, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blue Grass Metals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.837362487490324% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $16.1M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 52 $11M
2023 1 48 $14M
2024 1 50 $16M

Blue Grass Metals, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$236K
Employer EIN611293635
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Blue Grass Metals, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Blue Grass Metals, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011174347 · Participants: 52Blue Grass Metals, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Blue Grass Metals, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Blue Grass Metals, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Blue Grass Metals, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan in WI ($11M); by covered participants it is Airport Specialty Products, Inc. ESOP in CA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Blue Grass Metals, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Blue Grass Metals, Inc. Employee Stock Ownership Plan edged down modestly - down 2.5% during 2022, from $11M to $11M. Reported net income was -$236K.
How have Blue Grass Metals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Grass Metals, Inc.'s sponsor-wide assets grew 43.8%, from $11M to $16M.
Which ESOP plans are similar in size to Blue Grass Metals, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan in WI ($11M, 222 participants).
Which ESOP plans cover a similar participant headcount to Blue Grass Metals, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Airport Specialty Products, Inc. ESOP in CA (52 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611293635.

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.