ESOP · DOL Form 5500 · 2022

Blue Ridge Bancshares, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
114
Participants Small participant base
35th
Percentile by assets National rank
$19,536
Avg per participant Low balance/head
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Official DOL plan name: Blue Ridge Employees Stock Ownership Plan · Sponsored by Blue Ridge Bancshares, Inc. · Missouri · Finance & Insurance

$2M in assets, 114 participants

Blue Ridge Bancshares, Inc.'s Blue Ridge Employees Stock Ownership Plan reported $2M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,219 in Finance & Insurance (9,261 peers)

Coverage in Missouri

Blue Ridge Employees Stock Ownership Plan covers 114 participants in Missouri, about 15% of the average Missouri filer (state average ~737 per filing). Assets: $2M.

#2,219
in Finance & Insurance (9,261 peers)
-6.4%
assets change YoY

The plan reported a net loss of $152K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blue Ridge Employees Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Blue Ridge Employees Stock Ownership Plan vs every filed plan by assets

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

$2,227,111 35th percentile higher than 35% 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 Ridge Employees Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Ridge Employees Stock Ownership Plan sits mid-pack in the medium band (114 participants).

EBSA filing schedule strip

Filing strip 431550520 · Blue Ridge Bancshares, Inc. PY 2022 · ESOP

Blue Ridge Employees Stock Ownership Plan · $2M · 114 · 35th

  • IND $2M
  • EOY 114
  • 5500 35th
  • ASSETS ESOP
  • PCT near Ayoub & Associates, Inc. Employee Stock Ownership Plan
  • EIN ind #2219

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 Missouri →

Blue Ridge Employees Stock Ownership Plan in the asset neighbourhood

Blue Ridge Employees Stock Ownership PlanBlue Ridge Employees Stock O…$2MGrand Central Oyster Bar, Inc. Employee Stock Ownership PlanGrand Central Oyster Bar, In…$2MRhoads Co. Employee Stock Ownership PlanRhoads Co. Employee Stock Ow…$2MAyoub & Associates, Inc. Employee Stock Ownership PlanAyoub & Associates, Inc. Emp…$2MSga Employee Stock Ownership PlanSga Employee Stock Ownership…$2M
End-of-year total assets ($M) among Blue Ridge Employees Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$152K
Employer EIN431550520
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Ridge Bancshares, Inc.)

Sponsor-wide plan assets over time

All Blue Ridge Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 23.76926932949238% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.3M $13.9M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 246 $11M
2023 2 244 $12M
2024 2 238 $14M

Nearby ESOP Plans in Missouri

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

Blue Ridge Employees Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Blue Ridge Employees Stock Ownership Plan, Total assets ($B): 0.002227111 · Participants: 114Blue Ridge Employees Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Blue Ridge Employees Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Blue Ridge Employees Stock Ownership Plan side-by-side with 3 peers →

Blue Ridge Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Ayoub & Associates, Inc. Employee Stock Ownership Plan in FL ($2M); by covered participants it is Medler Electric Company Employee Stock Ownership Plan and Trust in MI (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Ridge Employees Stock Ownership Plan assets move in 2022? ▼
Blue Ridge Employees Stock Ownership Plan pulled back noticeably - down 6.4% during 2022, from $2M to $2M. Reported net income was -$152K.
How have Blue Ridge Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Ridge Bancshares, Inc.'s sponsor-wide assets grew 23.8%, from $11M to $14M.
Which ESOP plans are similar in size to Blue Ridge Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ayoub & Associates, Inc. Employee Stock Ownership Plan in FL ($2M, 18 participants).
Which ESOP plans cover a similar participant headcount to Blue Ridge Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Medler Electric Company Employee Stock Ownership Plan and Trust in MI (114 participants, $20M 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 431550520.

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.