ESOP · DOL Form 5500 · 2024

Blueline Associates, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
64
Participants Small participant base
44th
Percentile by assets National rank
$87,813
Avg per participant Below avg balance/head
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Official DOL plan name: Blueline Associates Inc. Employee Stock Ownership Plan · Sponsored by Blueline Associates, Inc. · California · Real Estate

$6M in assets, 64 participants

Blueline Associates, Inc.'s Blueline Associates Inc. Employee Stock Ownership Plan reported $6M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,933 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Blueline Associates Inc. Employee Stock Ownership Plan ranks #2,933 of 4,605 2024 filers by assets (462% of the sector average)-$6M for 64 participants.

#2,933
in Real Estate (4,605 peers)
-19.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blueline Associates Inc. Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Blueline Associates Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,620,000 44th percentile higher than 44% 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

Blueline Associates 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. Blueline Associates Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blueline Associates Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Blueline Associates Inc. Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Blueline Associates Inc. Employee Stock Ownership Plan reported participants rose from 61 in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 870744192 · Blueline Associates, Inc. PY 2024 · ESOP

Blueline Associates Inc. Employee Stock Ownership Plan · $6M · 64 · 44th

  • EOY $6M
  • 5500 64
  • ASSETS 44th
  • PCT ESOP
  • EIN near Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust
  • RANK ind #2933

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 →

Blueline Associates Inc. Employee Stock Ownership Plan in the asset neighbourhood

Blueline Associates Inc. Employee Stock Ownership PlanBlueline Associates Inc. Emp…$6MSpecialty Equipment Sales Co. Employee Stock Ownership Plan and TrustSpecialty Equipment Sales Co…$6MGms, Inc. Employee Stock Ownership PlanGms, Inc. Employee Stock Own…$6MKennon Products, Inc. Employee Stock Ownership PlanKennon Products, Inc. Employ…$6MBittersweet Turf Farms, Inc. Employee Stock Ownership PlanBittersweet Turf Farms, Inc.…$6M
End-of-year total assets ($M) among Blueline Associates Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN870744192
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blueline Associates, Inc.)

Sponsor-wide plan assets over time

All Blueline Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 244.78527607361963% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.63M $5.62M ▲ +244.8%
Year Plans Participants Total Assets
2022 1 55 $2M
2023 1 61 $7M
2024 1 64 $6M

Nearby ESOP Plans in California

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

Blueline Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Blueline Associates Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00562 · Participants: 64Blueline Associates Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Blueline Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Blueline Associates Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Blueline Associates Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust in OH ($6M); by covered participants it is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Blueline Associates Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Blueline Associates Inc. Employee Stock Ownership Plan declined sharply - down 19.8% during 2024, from $7M to $6M. Reported net income was -$1M.
How have Blueline Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blueline Associates, Inc.'s sponsor-wide assets grew 244.8%, from $2M to $6M.
Which ESOP plans are similar in size to Blueline Associates Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust in OH ($6M, 23 participants).
Which ESOP plans cover a similar participant headcount to Blueline Associates Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants, $5M 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 870744192.

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.