ESOP · DOL Form 5500 · 2024

Blue Grass Metals, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
50
Participants Small participant base
66th
Percentile by assets National rank
$321,458
Avg per participant High balance/head
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Official DOL plan name: Blue Grass Metals, Inc. Employee Stock Ownership Plan · Sponsored by Blue Grass Metals, Inc. · Kentucky · Manufacturing

$16M in assets, 50 participants

Blue Grass Metals, Inc.'s Blue Grass Metals, Inc. Employee Stock Ownership Plan reported $16M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #9,638 in Manufacturing (17,777 peers)

Blue Grass Metals, Inc. multi-year trail

Blue Grass Metals, Inc.'s plans moved +43.8% in assets from 2022 to 2024; this filing shows Blue Grass Metals, Inc. Employee Stock Ownership Plan at $16M / 50 participants.

#9,638
in Manufacturing (17,777 peers)
+15.3%
assets growth YoY

Blue Grass Metals, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Blue Grass Metals, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,072,886 Top 34% higher than 66% 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 Grass Metals, Inc. 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. Blue Grass Metals, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Grass Metals, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Blue Grass Metals, Inc. Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Blue Grass Metals, Inc. Employee Stock Ownership Plan reported participants rose from 48 in the plan year 2023 filing to 50 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 611293635 · Blue Grass Metals, Inc. PY 2024 · ESOP

Blue Grass Metals, Inc. Employee Stock Ownership Plan · $16M · 50 · 66th

  • EBSA $16M
  • PART 50
  • TYPE 66th
  • NET ESOP
  • BOOK near Lantana Consulting Group Employee Stock Ownership Plan
  • VS-ST ind #9638

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 Kentucky →

Blue Grass Metals, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Brinkman Construction, Inc. Employee Stock Ownership PlanBrinkman Construction, Inc. …$16MLantana Consulting Group Employee Stock Ownership PlanLantana Consulting Group Emp…$16MBlue Grass Metals, Inc. Employee Stock Ownership PlanBlue Grass Metals, Inc. Empl…$16MRdw Holdings Corp. Employee Stock Ownership PlanRdw Holdings Corp. Employee …$16MAllied Motion Technologies Inc. Employees' Stock Ownership PlanAllied Motion Technologies I…$16M
End-of-year total assets ($M) among Blue Grass Metals, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Blue Grass Metals, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blue Grass Metals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.837362487490324% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $16.1M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 52 $11M
2023 1 48 $14M
2024 1 50 $16M

Blue Grass Metals, Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN611293635
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Blue Grass Metals, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Blue Grass Metals, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.016072886 · Participants: 50Blue Grass Metals, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Blue Grass Metals, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Blue Grass Metals, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Blue Grass Metals, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Lantana Consulting Group Employee Stock Ownership Plan in VT ($16M); by covered participants it is Suburban K9 Employee Stock Ownership Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Grass Metals, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Blue Grass Metals, Inc. Employee Stock Ownership Plan grew sharply - up 15.3% during 2024, from $14M to $16M. Reported net income was $2M.
How have Blue Grass Metals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Grass Metals, Inc.'s sponsor-wide assets grew 43.8%, from $11M to $16M.
Which ESOP plans are similar in size to Blue Grass Metals, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lantana Consulting Group Employee Stock Ownership Plan in VT ($16M, 133 participants).
Which ESOP plans cover a similar participant headcount to Blue Grass Metals, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Suburban K9 Employee Stock Ownership Plan in TX (50 participants, $146K 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 611293635.

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.