401(k) · DOL Form 5500 · 2022

Bluefin Research Partners 401(k) Plan

Data updated 2026-08-25

$474K
Total assets Small plan by assets
7
Participants Small participant base
18th
Percentile by assets National rank
$67,713
Avg per participant Below avg balance/head
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Official DOL plan name: Bluefin Research Partners 401(k) Profit Sharing Plan & Trust · Sponsored by Bluefin Research Partners · Massachusetts · Professional & Technical Services

$474K in assets, 7 participants

Bluefin Research Partners's Bluefin Research Partners 401(k) Profit Sharing Plan & Trust reported $474K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,057 in Professional & Technical Services (21,562 peers)

Bluefin Research Partners multi-year trail

Bluefin Research Partners's plans moved +36.2% in assets from 2022 to 2024; this filing shows Bluefin Research Partners 401(k) Profit Sharing Plan & Trust at $474K / 7 participants.

#3,057
in Professional & Technical Services (21,562 peers)
-9.9%
assets change YoY

The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$473,992 18th percentile higher than 18% 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

Bluefin Research Partners 401(k) Profit Sharing 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. Bluefin Research Partners 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 043582463 · Bluefin Research Partners PY 2022 · 401(k)

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust · $474K · 7 · 18th

  • ASSETS $474K
  • ASSETS 7
  • ASSETS 18th
  • ASSETS 401(k)
  • ASSETS near Harp Management, LLC 401(k) Plan
  • ASSETS ind #3057

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bluefin Research Partners 401(k) Profit Sharing Plan & TrustBluefin Research Partners 40…$474KHarp Management, LLC 401(k) PlanHarp Management, LLC 401(k) …$474KGholson Electric, Inc. 401(k) PlanGholson Electric, Inc. 401(k…$474KIntruder Alert Systems of San Antonio, Inc. 401(k) PlanIntruder Alert Systems of Sa…$474KIbs of Western Oklahoma Profit Sharing PlanIbs of Western Oklahoma Prof…$474K
End-of-year total assets ($M) among Bluefin Research Partners 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bluefin Research Partners multi-year asset trail

Sponsor-wide plan assets over time

All Bluefin Research Partners plans reported in each filing year

Latest sponsor-wide plan assets
$645K 36.16516734459653% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.47M $0.65M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 7 $474K
2023 1 7 $589K
2024 1 7 $645K

Bluefin Research Partners filing trail (2022)

Total Assets (Beginning of Year)$526K
Net Assets (End of Year)$474K
Net Income-$52K
Employer EIN043582463
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Bluefin Research Partners 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000473992 · Participants: 7Bluefin Research Partners 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Bluefin Research Partners 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Harp Management, LLC 401(k) Plan in IL ($474K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($474K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Bluefin Research Partners 401(k) Profit Sharing Plan & Trust assets move in 2022?
Bluefin Research Partners 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 9.9% during 2022, from $526K to $474K. Reported net income was -$52K.
How have Bluefin Research Partners plan assets changed over time?
Across 3 plan years on file (2022-2024), Bluefin Research Partners's sponsor-wide assets grew 36.2%, from $474K to $645K.
Where does Bluefin Research Partners 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Bluefin Research Partners 401(k) Profit Sharing Plan & Trust ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bluefin Research Partners 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Harp Management, LLC 401(k) Plan in IL ($474K, 112 participants).
Which 401(k) plans cover a similar participant headcount to Bluefin Research Partners 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K in assets).