ESOP · DOL Form 5500 · 2023

Blue Grass Metals, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
48
Participants Small participant base
66th
Percentile by assets National rank
$290,345
Avg per participant High 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

$14M in assets, 48 participants

Blue Grass Metals, Inc.'s Blue Grass Metals, Inc. Employee Stock Ownership Plan reported $14M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,059 in Manufacturing (18,722 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 $14M / 48 participants.

#10,059
in Manufacturing (18,722 peers)
+24.7%
assets growth YoY

Blue Grass Metals, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,936,537 Top 34% higher than 66% 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 Grass Metals, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 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 (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Grass Metals, Inc. Employee Stock Ownership Plan reported net income rose from -$236K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Blue Grass Metals, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Blue Grass Metals, Inc. Employee Stock Ownership Plan reported participants fell from 52 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 611293635 · Blue Grass Metals, Inc. PY 2023 · ESOP

Blue Grass Metals, Inc. Employee Stock Ownership Plan · $14M · 48 · 66th

  • 5500 $14M
  • 5500 48
  • 5500 66th
  • 5500 ESOP
  • 5500 near Howard Immel, Inc. Employee Stock Ownership Plan
  • 5500 ind #10059

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

Security State Corporation Employee Stock Ownership PlanSecurity State Corporation E…$14MBlue Grass Metals, Inc. Employee Stock Ownership PlanBlue Grass Metals, Inc. Empl…$14MHoward Immel, Inc. Employee Stock Ownership PlanHoward Immel, Inc. Employee …$14MGeneral Aire Systems Employee Stock Ownership PlanGeneral Aire Systems Employe…$14MB&d Concrete Employee Stock Ownership PlanB&d Concrete Employee Stock …$14M
End-of-year total assets ($M) among Blue Grass Metals, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
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 -10123 Total assets ($B) Participants Blue Grass Metals, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.013936537 · Participants: 48Blue Grass Metals, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. 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 Howard Immel, Inc. Employee Stock Ownership Plan in WI ($14M); by covered participants it is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Grass Metals, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Blue Grass Metals, Inc. Employee Stock Ownership Plan grew sharply - up 24.7% during 2023, from $11M to $14M. Reported net income was $3M.
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 Howard Immel, Inc. Employee Stock Ownership Plan in WI ($14M, 45 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 Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants, N/A 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 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.