ESOP · DOL Form 5500 · 2023

Blueline Associates, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
61
Participants Small participant base
51st
Percentile by assets National rank
$114,918
Avg per participant Below avg balance/head
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Official DOL plan name: Blueline Associates Inc. Employee Stock Ownership Plan · Sponsored by Blueline Associates, Inc. · California · Real Estate

$7M in assets, 61 participants

Blueline Associates, Inc.'s Blueline Associates Inc. Employee Stock Ownership Plan reported $7M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,297 in Real Estate (4,727 peers)

Blueline Associates, Inc. multi-year trail

Blueline Associates, Inc.'s plans moved +244.8% in assets from 2022 to 2024; this filing shows Blueline Associates Inc. Employee Stock Ownership Plan at $7M / 61 participants.

#3,297
in Real Estate (4,727 peers)
+330.1%
assets growth YoY

Blueline Associates Inc. Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Blueline Associates Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,010,000 Top 49% higher than 51% 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

Blueline Associates 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. Blueline Associates Inc. Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blueline Associates Inc. Employee Stock Ownership Plan reported net income rose from $328K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Blueline Associates Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Blueline Associates Inc. Employee Stock Ownership Plan reported participants rose from 55 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870744192 · Blueline Associates, Inc. PY 2023 · ESOP

Blueline Associates Inc. Employee Stock Ownership Plan · $7M · 61 · 51st

  • EBSA $7M
  • EBSA 61
  • EBSA 51st
  • EBSA ESOP
  • EBSA near Maine Commercial Tire, Inc. Employee Stock Ownership Plan
  • EBSA ind #3297

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 →

Blueline Associates Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gage Bros. Employee Stock Ownership PlanGage Bros. Employee Stock Ow…$7MBlueline Associates Inc. Employee Stock Ownership PlanBlueline Associates Inc. Emp…$7MMaine Commercial Tire, Inc. Employee Stock Ownership PlanMaine Commercial Tire, Inc. …$7ME80 Holdings, Inc. Employee Stock Ownership PlanE80 Holdings, Inc. Employee …$7MBrookline Bancorp, Inc Employee Stock Ownership PlanBrookline Bancorp, Inc Emplo…$7M
End-of-year total assets ($M) among Blueline Associates Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Blueline Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blueline Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 244.78527607361963% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.63M $5.62M ▲ +244.8%
Year Plans Participants Total Assets
2022 1 55 $2M
2023 1 61 $7M
2024 1 64 $6M

Blueline Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$6M
Net Income$5M
Employer EIN870744192
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Blueline Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Blueline Associates Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00701 · Participants: 61Blueline Associates Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Blueline Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Blueline Associates Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Blueline Associates Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Maine Commercial Tire, Inc. Employee Stock Ownership Plan in ME ($7M); by covered participants it is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Blueline Associates Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Blueline Associates Inc. Employee Stock Ownership Plan surged - up 330.1% during 2023, from $2M to $7M. Reported net income was $5M.
How have Blueline Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blueline Associates, Inc.'s sponsor-wide assets grew 244.8%, from $2M to $6M.
Which ESOP plans are similar in size to Blueline Associates Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Maine Commercial Tire, Inc. Employee Stock Ownership Plan in ME ($7M, 53 participants).
Which ESOP plans cover a similar participant headcount to Blueline Associates Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants, $4M 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 870744192.

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.