ESOP · DOL Form 5500 · 2024
Blue Diamond Legacy Holdings, Inc. ESOP
Data updated 2026-08-11
- $51M
- Total assets
- 330
- Participants
- 84th
- Percentile by assets
- $155,891
- Avg per participant
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.
- 84th percentile by assets (of 123,622 plans)
- #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.
- $51M
- total plan assets (2024 EOY)
- 330
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $155,891
- avg assets per participant
Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan outranks 84% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
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.
Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Blue Diamond Legacy Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans