ESOP · DOL Form 5500 · 2024
Blue Diamond Legacy Holdings, Inc. ESOP
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 330
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $155,891
- Avg per participant Above avg balance/head
Official DOL plan name: Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Blue Diamond Legacy Holdings, Inc. · Arizona · Construction
$51M in assets, 330 participants
Blue Diamond Legacy Holdings, Inc.'s Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan reported $51M in total assets and 330 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,468 in Construction (9,039 peers)
Where Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan sits by assets
Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $51M for 330 participants (~$155,891/participant), up 16.7% in 2024.
- #7,468
- in Construction (9,039 peers)
- +16.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets
Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,444,173 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Blue Diamond Legacy Holdings, Inc. Employee 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 Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (330 participants).
EBSA filing schedule strip
Filing strip 874254580 · Blue Diamond Legacy Holdings, Inc. PY 2024 · ESOP
Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan · $51M · 330 · 84th
- RANK $51M
- RANK 330
- RANK 84th
- RANK ESOP
- RANK near Fema Corporation Employee Stock Ownership Plan
- RANK ind #7468
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 →
Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $7M |
| Employer EIN | 874254580 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Fema Corporation Employee Stock Ownership Plan in MI ($51M); by covered participants it is Burns Engineering, Inc. Employee Stock Ownership Plan in PA (330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (330 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.