ESOP · DOL Form 5500 · 2023

Blue Ridge Bancshares, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
109
Participants Small participant base
35th
Percentile by assets National rank
$26,230
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

$3M in assets, 109 participants

Blue Ridge Bancshares, Inc.'s Blue Ridge Employees Stock Ownership Plan reported $3M in total assets and 109 participants in its 2023 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.

  • #2,158 in Finance & Insurance (8,869 peers)

Coverage in Missouri

Blue Ridge Employees Stock Ownership Plan covers 109 participants in Missouri, about 15% of the average Missouri filer (state average ~737 per filing). Assets: $3M.

#2,158
in Finance & Insurance (8,869 peers)
+28.4%
assets growth YoY

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 2023 · DOL Form 5500

$2,859,021 35th percentile higher than 35% of 127,068 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 2023

Blue Ridge Employees Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 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 (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Ridge Employees Stock Ownership Plan reported net income rose from -$152K in the plan year 2022 filing to $632K in the plan year 2023 filing.
  • Blue Ridge Employees Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Blue Ridge Employees Stock Ownership Plan reported participants fell from 114 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431550520 · Blue Ridge Bancshares, Inc. PY 2023 · ESOP

Blue Ridge Employees Stock Ownership Plan · $3M · 109 · 35th

  • PCT $3M
  • EIN 109
  • RANK 35th
  • PHOTO ESOP
  • IND near Tri-County Auto Group, Inc. Employee Stock Ownership Plan
  • EOY ind #2158

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

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and TrustSf Advance Transportation Se…$3MBlue Ridge Employees Stock Ownership PlanBlue Ridge Employees Stock O…$3MTri-County Auto Group, Inc. Employee Stock Ownership PlanTri-County Auto Group, Inc. …$3MWelbro ESOP and Trust$3MDataendure Employee Stock Ownership PlanDataendure Employee Stock Ow…$3M
End-of-year total assets ($M) among Blue Ridge Employees Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$632K
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. -20000200040006000800010000 -20246 Total assets ($B) Participants Blue Ridge Employees Stock Ownership Plan, Total assets ($B): 0.002859021 · Participants: 109Blue Ridge Employees Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
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 Tri-County Auto Group, Inc. Employee Stock Ownership Plan in KY ($3M); by covered participants it is Advanced Process Technologies, Inc. Employee Stock Ownership Plan and Trust in MN (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Blue Ridge Employees Stock Ownership Plan grew sharply - up 28.4% during 2023, from $2M to $3M. Reported net income was $632K.
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 Tri-County Auto Group, Inc. Employee Stock Ownership Plan in KY ($3M, 59 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 Advanced Process Technologies, Inc. Employee Stock Ownership Plan and Trust in MN (109 participants, $43M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.