ESOP · DOL Form 5500 · 2023

Belshire Holdings, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
106
Participants Small participant base
37th
Percentile by assets National rank
$31,038
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, 106 participants

Belshire Holdings, Inc.'s Belshire Holdings, Inc. Employee Stock Ownership Plan reported $3M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,641 in Administrative & Support Services (4,372 peers)

Coverage in California

Belshire Holdings, Inc. Employee Stock Ownership Plan covers 106 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $3M.

#2,641
in Administrative & Support Services (4,372 peers)
+11.5%
assets growth YoY

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 2023 · DOL Form 5500

$3,290,000 37th percentile higher than 37% 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

Belshire Holdings, Inc. Employee 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. Belshire Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belshire Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$10M in the plan year 2022 filing to $919K in the plan year 2023 filing.
  • Belshire Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Belshire Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 97 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 873817389 · Belshire Holdings, Inc. PY 2023 · ESOP

Belshire Holdings, Inc. Employee Stock Ownership Plan · $3M · 106 · 37th

  • 5500 $3M
  • ASSETS 106
  • PCT 37th
  • EIN ESOP
  • RANK near Banning Engineering Employee Stock Ownership Plan
  • PHOTO ind #2641

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

Quest Consulting Group, Inc. Employee Stock Ownership Plan and TrustQuest Consulting Group, Inc.…$3MBelshire Holdings, Inc. Employee Stock Ownership PlanBelshire Holdings, Inc. Empl…$3MBanning Engineering Employee Stock Ownership PlanBanning Engineering Employee…$3MDeschutes Brewery, Inc. Employee Stock Ownership PlanDeschutes Brewery, Inc. Empl…$3MWws Holdings, Inc. Employee Stock Ownership PlanWws Holdings, Inc. Employee …$3M
End-of-year total assets ($M) among Belshire Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$9M
Net Income$919K
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): 0.00329 · Participants: 106Belshire Holdings, 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
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 Banning Engineering Employee Stock Ownership Plan in IN ($3M); by covered participants it is Millstone Weber Employee Stock Ownership Plan in MO (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Belshire Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Belshire Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.5% during 2023, from $3M to $3M. Reported net income was $919K.
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 Banning Engineering Employee Stock Ownership Plan in IN ($3M, 48 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 Millstone Weber Employee Stock Ownership Plan in MO (106 participants, $55M 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 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.