ESOP · DOL Form 5500 · 2024

Belshire Holdings, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
122
Participants Small participant base
46th
Percentile by assets National rank
$49,918
Avg per participant Low balance/head
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Official DOL plan name: Belshire Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Belshire Holdings, Inc. · California · Administrative & Support Services

$6M in assets, 122 participants

Belshire Holdings, Inc.'s Belshire Holdings, Inc. Employee Stock Ownership Plan reported $6M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,959 in Administrative & Support Services (4,368 peers)

Coverage in California

Belshire Holdings, Inc. Employee Stock Ownership Plan covers 122 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $6M.

#2,959
in Administrative & Support Services (4,368 peers)
+85.1%
assets growth YoY

Belshire Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Belshire Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,090,000 46th percentile higher than 46% 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

Belshire 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. Belshire Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Belshire Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $919K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Belshire Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Belshire Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 106 in the plan year 2023 filing to 122 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 873817389 · Belshire Holdings, Inc. PY 2024 · ESOP

Belshire Holdings, Inc. Employee Stock Ownership Plan · $6M · 122 · 46th

  • EBSA $6M
  • EBSA 122
  • EBSA 46th
  • EBSA ESOP
  • EBSA near Solutionware, Inc. Employee Stock Ownership Plan and Trust
  • EBSA ind #2959

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 →

Belshire Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Belshire Holdings, Inc. Employee Stock Ownership PlanBelshire Holdings, Inc. Empl…$6MSolutionware, Inc. Employee Stock Ownership Plan and TrustSolutionware, Inc. Employee …$6MMgc, Inc. Employee Stock Ownership PlanMgc, Inc. Employee Stock Own…$6MWilson Company Employee Stock Ownership PlanWilson Company Employee Stoc…$6MTessere, Inc. Employee Stock Ownership PlanTessere, Inc. Employee Stock…$6M
End-of-year total assets ($M) among Belshire Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$6M
Net Income$3M
Employer EIN873817389
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belshire Holdings, Inc.)

Sponsor-wide plan assets over time

All Belshire Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 106.4406779661017% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.95M $6.09M ▲ +106.4%
Year Plans Participants Total Assets
2022 1 97 $3M
2023 1 106 $3M
2024 1 122 $6M

Nearby ESOP Plans in California

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

Belshire Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Belshire Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00609 · Participants: 122Belshire Holdings, 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
Belshire Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Belshire Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Belshire Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Solutionware, Inc. Employee Stock Ownership Plan and Trust in IL ($6M); by covered participants it is Assurance Mfg Co. Inc. Employee Stock Ownership Plan and Trust in MN (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Belshire Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Belshire Holdings, Inc. Employee Stock Ownership Plan surged - up 85.1% during 2024, from $3M to $6M. Reported net income was $3M.
How have Belshire Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belshire Holdings, Inc.'s sponsor-wide assets grew 106.4%, from $3M to $6M.
Which ESOP plans are similar in size to Belshire Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Solutionware, Inc. Employee Stock Ownership Plan and Trust in IL ($6M, 2 participants).
Which ESOP plans cover a similar participant headcount to Belshire Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Assurance Mfg Co. Inc. Employee Stock Ownership Plan and Trust in MN (122 participants, $54M 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 873817389.

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.