ESOP · DOL Form 5500 · 2023

Bell Stone Granite, LLC ESOP

Data updated 2026-08-25

$430K
Total assets Small plan by assets
25
Participants Small participant base
17th
Percentile by assets National rank
$17,204
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bell Stone Granite Employee Stock Ownership Plan · Sponsored by Bell Stone Granite, LLC · Arizona · Construction

$430K in assets, 25 participants

Bell Stone Granite, LLC's Bell Stone Granite Employee Stock Ownership Plan reported $430K in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,363 in Construction (9,030 peers)

Bell Stone Granite, LLC multi-year trail

Bell Stone Granite, LLC's plans moved -85.0% in assets from 2022 to 2024; this filing shows Bell Stone Granite Employee Stock Ownership Plan at $430K / 25 participants.

#1,363
in Construction (9,030 peers)
+7.5%
assets growth YoY

Bell Stone Granite Employee Stock Ownership Plan among the smaller filed plans by assets

Bell Stone Granite Employee Stock Ownership Plan vs every filed plan by assets

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

$430,100 17th percentile higher than 17% 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

Bell Stone Granite 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. Bell Stone Granite Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bell Stone Granite Employee Stock Ownership Plan reported net income rose from $15K in the plan year 2022 filing to $45K in the plan year 2023 filing.
  • Bell Stone Granite Employee Stock Ownership Plan end-of-year assets rose from $400K in the plan year 2022 filing to $430K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 900855665 · Bell Stone Granite, LLC PY 2023 · ESOP

Bell Stone Granite Employee Stock Ownership Plan · $430K · 25 · 17th

  • BOOK $430K
  • VS-ST 25
  • BOY 17th
  • SCH ESOP
  • EBSA near Hjd Capital Electric, Inc. Employee Stock Ownership Plan
  • PART ind #1363

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 Arizona →

Bell Stone Granite Employee Stock Ownership Plan in the asset neighbourhood

Bell Stone Granite Employee Stock Ownership PlanBell Stone Granite Employee …$430KHjd Capital Electric, Inc. Employee Stock Ownership PlanHjd Capital Electric, Inc. E…$430KOmnibuild Management, Inc. Employee Stock Ownership PlanOmnibuild Management, Inc. E…$431KHall Directory Employee Stock Ownership PlanHall Directory Employee Stoc…$428KR & R Dexter Farms, Inc. Employee Stock Ownership Plan and TrustR & R Dexter Farms, Inc. Emp…$428K
End-of-year total assets ($M) among Bell Stone Granite Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bell Stone Granite, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bell Stone Granite, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$60K 85.00374906273431% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.4M $0.06M ▼ -85.0%
Year Plans Participants Total Assets
2022 1 25 $400K
2023 1 25 $430K
2024 2 21 $60K

Bell Stone Granite, LLC filing trail (2023)

Total Assets (Beginning of Year)$400K
Net Assets (End of Year)$60K
Net Income$45K
Employer EIN900855665
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Bell Stone Granite Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Bell Stone Granite Employee Stock Ownership Plan, Total assets ($B): 0.0004301 · Participants: 25Bell Stone Granite Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Bell Stone Granite Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Bell Stone Granite Employee Stock Ownership Plan side-by-side with 3 peers →

Bell Stone Granite Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Hjd Capital Electric, Inc. Employee Stock Ownership Plan in TX ($430K); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Bell Stone Granite Employee Stock Ownership Plan assets move in 2023? ▼
Bell Stone Granite Employee Stock Ownership Plan grew at a solid clip - up 7.5% during 2023, from $400K to $430K. Reported net income was $45K.
How have Bell Stone Granite, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bell Stone Granite, LLC's sponsor-wide assets declined 85.0%, from $400K to $60K.
Where does Bell Stone Granite Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bell Stone Granite Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Bell Stone Granite Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hjd Capital Electric, Inc. Employee Stock Ownership Plan in TX ($430K, 125 participants).
Which ESOP plans cover a similar participant headcount to Bell Stone Granite Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 900855665.

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.