ESOP · DOL Form 5500 · 2024

Bell Stone Granite, LLC ESOP

Data updated 2026-08-25

$60K
Total assets Small plan by assets
21
Participants Small participant base
4th
Percentile by assets National rank
$2,857
Avg per participant Low balance/head
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Official DOL plan name: Bell Stone Granite Employee Stock Ownership Plan · Sponsored by Bell Stone Granite, LLC · Arizona · Construction

$60K in assets, 21 participants

Bell Stone Granite, LLC's Bell Stone Granite Employee Stock Ownership Plan reported $60K in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 4th 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.

  • #345 in Construction (9,039 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 $60K / 21 participants.

#345
in Construction (9,039 peers)
-86.0%
assets change YoY

The plan reported a net loss of $319 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$60,000 4th percentile higher than 4% of 123,620 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 2024

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

Plan-year 2024 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 (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bell Stone Granite Employee Stock Ownership Plan reported net income fell from $45K in the plan year 2023 filing to -$319 in the plan year 2024 filing.
  • Bell Stone Granite Employee Stock Ownership Plan end-of-year assets fell from $430K in the plan year 2023 filing to $60K in the plan year 2024 filing.
  • Bell Stone Granite Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 900855665 · Bell Stone Granite, LLC PY 2024 · ESOP

Bell Stone Granite Employee Stock Ownership Plan · $60K · 21 · 4th

  • IND $60K
  • EOY 21
  • 5500 4th
  • ASSETS ESOP
  • PCT near Fabricated Metals, Inc. Employee Stock Ownership Plan
  • EIN ind #345

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 …$60KFabricated Metals, Inc. Employee Stock Ownership PlanFabricated Metals, Inc. Empl…$60KMicroplastics, Inc. Employee Stock Ownership PlanMicroplastics, Inc. Employee…$59KDrobs, Inc. Employee Stock Ownership PlanDrobs, Inc. Employee Stock O…$59KA & I Parts Center Employee Stock Ownership PlanA & I Parts Center Employee …$61K
End-of-year total assets ($M) among Bell Stone Granite Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$430K
Net Assets (End of Year)$60K
Net Income-$319
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 -0.500.511.52 Total assets ($B) Participants Bell Stone Granite Employee Stock Ownership Plan, Total assets ($B): 0.00006 · Participants: 21Bell Stone Granite Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute 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 Fabricated Metals, Inc. Employee Stock Ownership Plan in TX ($60K); by covered participants it is Ritchie Industries, Inc. Profit Sharing Plan in IA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Bell Stone Granite Employee Stock Ownership Plan contracted severely - down 86.0% during 2024, from $430K to $60K. Reported net income was -$319.
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 4th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Fabricated Metals, Inc. Employee Stock Ownership Plan in TX ($60K, 12 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 Ritchie Industries, Inc. Profit Sharing Plan in IA (21 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.