ESOP · DOL Form 5500 · 2024

Blue Ridge Bancshares, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
108
Participants Small participant base
36th
Percentile by assets National rank
$30,965
Avg per participant Low balance/head
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Official DOL plan name: Blue Ridge Employees Stock Ownership Plan · Sponsored by Blue Ridge Bancshares, Inc. · Missouri · Finance & Insurance

$3M in assets, 108 participants

Blue Ridge Bancshares, Inc.'s Blue Ridge Employees Stock Ownership Plan reported $3M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,003 in Finance & Insurance (8,549 peers)

Coverage in Missouri

Blue Ridge Employees Stock Ownership Plan covers 108 participants in Missouri, about 15% of the average Missouri filer (state average ~737 per filing). Assets: $3M.

#2,003
in Finance & Insurance (8,549 peers)
+17.0%
assets growth YoY

Blue Ridge Employees Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Blue Ridge Employees Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,344,255 36th percentile higher than 36% 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

Blue Ridge Employees Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Ridge Employees Stock Ownership Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Ridge Employees Stock Ownership Plan reported net income fell from $632K in the plan year 2023 filing to $485K in the plan year 2024 filing.
  • Blue Ridge Employees Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 431550520 · Blue Ridge Bancshares, Inc. PY 2024 · ESOP

Blue Ridge Employees Stock Ownership Plan · $3M · 108 · 36th

  • EBSA $3M
  • EBSA 108
  • EBSA 36th
  • EBSA ESOP
  • EBSA near Electronic Strategies, Inc. Employee Stock Ownership Plan
  • EBSA ind #2003

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 Missouri →

Blue Ridge Employees Stock Ownership Plan in the asset neighbourhood

Electronic Strategies, Inc. Employee Stock Ownership PlanElectronic Strategies, Inc. …$3MHendry Marine Industries, Inc. Employee Stock Ownership PlanHendry Marine Industries, In…$3MWayne Bank Employee Stock Ownership PlanWayne Bank Employee Stock Ow…$3MBlue Ridge Employees Stock Ownership PlanBlue Ridge Employees Stock O…$3MUnified Services of Texas, Inc. Employee Stock Ownership PlanUnified Services of Texas, I…$3M
End-of-year total assets ($M) among Blue Ridge Employees Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$485K
Employer EIN431550520
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Ridge Bancshares, Inc.)

Sponsor-wide plan assets over time

All Blue Ridge Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 23.76926932949238% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.3M $13.9M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 246 $11M
2023 2 244 $12M
2024 2 238 $14M

Nearby ESOP Plans in Missouri

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

Blue Ridge Employees Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Blue Ridge Employees Stock Ownership Plan, Total assets ($B): 0.003344255 · Participants: 108Blue Ridge Employees Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Blue Ridge Employees Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Blue Ridge Employees Stock Ownership Plan side-by-side with 3 peers →

Blue Ridge Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Electronic Strategies, Inc. Employee Stock Ownership Plan in IN ($3M); by covered participants it is Midwest Drywall Employee Stock Ownership Plan in KS (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Blue Ridge Employees Stock Ownership Plan assets move in 2024? ▼
Blue Ridge Employees Stock Ownership Plan grew sharply - up 17.0% during 2024, from $3M to $3M. Reported net income was $485K.
How have Blue Ridge Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Ridge Bancshares, Inc.'s sponsor-wide assets grew 23.8%, from $11M to $14M.
Which ESOP plans are similar in size to Blue Ridge Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Electronic Strategies, Inc. Employee Stock Ownership Plan in IN ($3M, 42 participants).
Which ESOP plans cover a similar participant headcount to Blue Ridge Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Midwest Drywall Employee Stock Ownership Plan in KS (108 participants, $25M 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 431550520.

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.