401(k) · DOL Form 5500 · 2022

Bluestone Homes, Incorporated 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
39th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bluestone Homes 401(k) Plan & Trust · Sponsored by Bluestone Homes, Incorporated · Oregon · Construction

$3M in assets, 2 participants

Bluestone Homes, Incorporated's Bluestone Homes 401(k) Plan & Trust reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #3,666 in Construction (9,927 peers)

2022 asset change

Bluestone Homes 401(k) Plan & Trust grew sharply 18.3% in 2022 ($2M → $3M) for 2 participants.

#3,666
in Construction (9,927 peers)
+18.3%
assets growth YoY

Bluestone Homes 401(k) Plan & Trust's mid-pack asset rank among Construction and all filers

Bluestone Homes 401(k) Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,746,118 39th percentile higher than 39% of 139,123 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 2022

Bluestone Homes 401(k) Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bluestone Homes 401(k) Plan & Trust is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 911833316 · Bluestone Homes, Incorporated PY 2022 · 401(k)

Bluestone Homes 401(k) Plan & Trust · $3M · 2 · 39th

  • EBSA $3M
  • EBSA 2
  • EBSA 39th
  • EBSA 401(k)
  • EBSA near Richard Soo Hoo Insurance Agency 401(k) Plan
  • EBSA ind #3666

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 Construction retirement plans → · Plans in Oregon →

Bluestone Homes 401(k) Plan & Trust in the asset neighbourhood

Bluestone Homes 401(k) Plan & TrustBluestone Homes 401(k) Plan …$3MRichard Soo Hoo Insurance Agency 401(k) PlanRichard Soo Hoo Insurance Ag…$3MEdgewood Consulting Group, Inc. 401(k) Profit Sharing Plan and TrustEdgewood Consulting Group, I…$3MSpreadshirt, Inc. 401(k) Plan$3MEmployee Benefit Plan of Bayaud Enterprises, Inc.Employee Benefit Plan of Bay…$3M
End-of-year total assets ($M) among Bluestone Homes 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bluestone Homes, Incorporated years around the 2022 move

Sponsor-wide plan assets over time

All Bluestone Homes, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.75M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$424K
Employer EIN911833316
Plan Effective Date2010-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bluestone Homes 401(k) Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bluestone Homes 401(k) Plan & Trust, Total assets ($B): 0.002746118 · Participants: 2Bluestone Homes 401(k) Plan & Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Bluestone Homes 401(k) Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

Bluestone Homes 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Richard Soo Hoo Insurance Agency 401(k) Plan in MA ($3M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bluestone Homes 401(k) Plan & Trust assets move in 2022?
Bluestone Homes 401(k) Plan & Trust grew sharply - up 18.3% during 2022, from $2M to $3M. Reported net income was $424K.
Which 401(k) plans are similar in size to Bluestone Homes 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Richard Soo Hoo Insurance Agency 401(k) Plan in MA ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Bluestone Homes 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).