ESOP · DOL Form 5500 · 2023

Azurite Professional Community, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
259
Participants Below avg headcount
75th
Percentile by assets National rank
$90,881
Avg per participant Below avg balance/head
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Official DOL plan name: Azurite Professional Community Employee Stock Ownership Plan · Sponsored by Azurite Professional Community, Inc. · New Mexico · Professional & Technical Services

$24M in assets, 259 participants

Azurite Professional Community, Inc.'s Azurite Professional Community Employee Stock Ownership Plan reported $24M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,391 in Professional & Technical Services (20,321 peers)

Where Azurite Professional Community Employee Stock Ownership Plan sits by assets

Azurite Professional Community Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $24M for 259 participants (~$90,881/participant), up 66.3% in 2023.

#15,391
in Professional & Technical Services (20,321 peers)
+66.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Azurite Professional Community Employee Stock Ownership Plan's outsized position by total assets

Azurite Professional Community Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$23,538,133 Top 25% higher than 75% 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

Azurite Professional Community 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. Azurite Professional Community Employee Stock Ownership Plan sits mid-pack in the medium band (259 participants).

Form 5500 schedule snapshot

Filing strip 934207776 · Azurite Professional Community, Inc. PY 2023 · ESOP

Azurite Professional Community Employee Stock Ownership Plan · $24M · 259 · 75th

  • EOY $24M
  • EOY 259
  • EOY 75th
  • EOY ESOP
  • EOY near Healthcare Appraisers, Inc. ESOP
  • EOY ind #15391

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 New Mexico →

Azurite Professional Community Employee Stock Ownership Plan in the asset neighbourhood

Healthcare Appraisers, Inc. ESOPHealthcare Appraisers, Inc. …$24MBrewer Science Employee Stock Ownership PlanBrewer Science Employee Stoc…$24MAzurite Professional Community Employee Stock Ownership PlanAzurite Professional Communi…$24MNational Distribution Service Employee Stock Ownership PlanNational Distribution Servic…$24MStress Engineering Services, Inc. Employee Stock Ownership PlanStress Engineering Services,…$24M
End-of-year total assets ($M) among Azurite Professional Community Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$23M
Net Income$9M
Employer EIN934207776
Plan Effective Date2000-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Azurite Professional Community, Inc.)

Sponsor-wide plan assets over time

All Azurite Professional Community, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 20232024 $49.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 2 486 $50M
2024 1 239 N/A

Nearby ESOP Plans in New Mexico

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

Azurite Professional Community Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Azurite Professional Community Employee Stock Ownership Plan, Total assets ($M): 23.538133 · Participants: 259Azurite Professional Community Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 605.825813 · Participants: 1981Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 58.69174 · Participants: 107Ppic Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 21.320873 · Participants: 101Citizens Bank Employee Stock Ownership and Retirement Savings PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.971857 · Participants: 14Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanJack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 16.98282 · Participants: 91Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan
Azurite Professional Community Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Azurite Professional Community Employee Stock Ownership Plan side-by-side with 3 peers →

Azurite Professional Community Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Mexico, the nearest ESOP by assets is Healthcare Appraisers, Inc. ESOP in FL ($24M); by covered participants it is Progressive Ae Employee Stock Ownership Plan in MI (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Azurite Professional Community Employee Stock Ownership Plan assets move in 2023? ▼
Azurite Professional Community Employee Stock Ownership Plan surged - up 66.3% during 2023, from $14M to $24M. Reported net income was $9M.
Where does Azurite Professional Community Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Azurite Professional Community Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Azurite Professional Community Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Healthcare Appraisers, Inc. ESOP in FL ($24M, 77 participants).
Which ESOP plans cover a similar participant headcount to Azurite Professional Community Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Progressive Ae Employee Stock Ownership Plan in MI (259 participants, $20M 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 934207776.

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.