ESOP · DOL Form 5500 · 2022

Belshire Holdings, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
97
Participants Small participant base
40th
Percentile by assets National rank
$30,412
Avg per participant Low balance/head
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Official DOL plan name: Belshire Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Belshire Holdings, Inc. · California · Administrative & Support Services

$3M in assets, 97 participants

Belshire Holdings, Inc.'s Belshire Holdings, Inc. Employee Stock Ownership Plan reported $3M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,140 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Belshire Holdings, Inc. Employee Stock Ownership Plan ranks #3,140 of 4,927 2022 filers by assets (978% of the sector average)-$3M for 97 participants.

#3,140
in Administrative & Support Services (4,927 peers)
-$10M
reported net income

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Belshire Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Belshire Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,950,000 40th percentile higher than 40% 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

Belshire Holdings, 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. Belshire Holdings, Inc. Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 873817389 · Belshire Holdings, Inc. PY 2022 · ESOP

Belshire Holdings, Inc. Employee Stock Ownership Plan · $3M · 97 · 40th

  • NET $3M
  • NET 97
  • NET 40th
  • NET ESOP
  • NET near Drake Cooper, Inc. Employee Stock Ownership Plan
  • NET ind #3140

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 →

Belshire Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Belshire Holdings, Inc. Employee Stock Ownership PlanBelshire Holdings, Inc. Empl…$3MDrake Cooper, Inc. Employee Stock Ownership PlanDrake Cooper, Inc. Employee …$3MAlaska Mining & Diving Supply, Inc. Employee Stock Ownership Plan and TrustAlaska Mining & Diving Suppl…$3MAlbion General Contractors, Inc. Employee Stock OwnershipAlbion General Contractors, …$3MValley Business Machines, Inc. Employee Stock Ownership PlanValley Business Machines, In…$3M
End-of-year total assets ($M) among Belshire Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$10M
Net Income-$10M
Employer EIN873817389
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belshire Holdings, Inc.)

Sponsor-wide plan assets over time

All Belshire Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 106.4406779661017% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.95M $6.09M ▲ +106.4%
Year Plans Participants Total Assets
2022 1 97 $3M
2023 1 106 $3M
2024 1 122 $6M

Nearby ESOP Plans in California

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

Belshire Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Belshire Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00295 · Participants: 97Belshire Holdings, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Belshire Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Belshire Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Drake Cooper, Inc. Employee Stock Ownership Plan in ID ($3M); by covered participants it is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 have Belshire Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belshire Holdings, Inc.'s sponsor-wide assets grew 106.4%, from $3M to $6M.
Which ESOP plans are similar in size to Belshire Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Drake Cooper, Inc. Employee Stock Ownership Plan in ID ($3M, 49 participants).
Which ESOP plans cover a similar participant headcount to Belshire Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (97 participants, $123M 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 873817389.

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.