401(k) · DOL Form 5500 · 2022

Blue Chip Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
23
Participants Small participant base
61st
Percentile by assets National rank
$360,914
Avg per participant High balance/head
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Official DOL plan name: Blue Chip Partners, Inc. 401(k) Plan · Sponsored by Blue Chip Partners, Inc. · Michigan · Finance & Insurance

$8M in assets, 23 participants

Blue Chip Partners, Inc.'s Blue Chip Partners, Inc. 401(k) Plan reported $8M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,112 in Finance & Insurance (9,261 peers)

Blue Chip Partners, Inc. multi-year trail

Blue Chip Partners, Inc.'s plans moved +65.1% in assets from 2022 to 2024; this filing shows Blue Chip Partners, Inc. 401(k) Plan at $8M / 23 participants.

#4,112
in Finance & Insurance (9,261 peers)
+5.3%
assets growth YoY

Blue Chip Partners, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Blue Chip Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$8,301,029 Top 39% higher than 61% 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

Blue Chip Partners, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Chip Partners, Inc. 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 201290017 · Blue Chip Partners, Inc. PY 2022 · 401(k)

Blue Chip Partners, Inc. 401(k) Plan · $8M · 23 · 61st

  • PHOTO $8M
  • IND 23
  • EOY 61st
  • 5500 401(k)
  • ASSETS near Lightforce USA Inc.401(k) Plan
  • PCT ind #4112

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 Finance & Insurance retirement plans → · Plans in Michigan →

Blue Chip Partners, Inc. 401(k) Plan in the asset neighbourhood

Blue Chip Partners, Inc. 401(k) PlanBlue Chip Partners, Inc. 401…$8MLightforce USA Inc.401(k) PlanLightforce USA Inc.401(k) Pl…$8MViacyte, Inc. 401(k) Plan$8MAlimed, Inc. & Med-Techna, Inc. 401(k) PlanAlimed, Inc. & Med-Techna, I…$8MThe Sutphen Corp. 401(k) Profit Sharing Plan & TrustThe Sutphen Corp. 401(k) Pro…$8M
End-of-year total assets ($M) among Blue Chip Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Blue Chip Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blue Chip Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 65.081859128549% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.3M $13.7M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 23 $8M
2023 1 24 $11M
2024 1 28 $14M

Blue Chip Partners, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$414K
Employer EIN201290017
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Blue Chip Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Blue Chip Partners, Inc. 401(k) Plan, Total assets ($B): 0.008301029 · Participants: 23Blue Chip Partners, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Blue Chip Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Blue Chip Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Blue Chip Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Lightforce USA Inc.401(k) Plan in ID ($8M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Blue Chip Partners, Inc. 401(k) Plan assets move in 2022? ▼
Blue Chip Partners, Inc. 401(k) Plan grew at a solid clip - up 5.3% during 2022, from $8M to $8M. Reported net income was $414K.
How have Blue Chip Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Chip Partners, Inc.'s sponsor-wide assets grew 65.1%, from $8M to $14M.
Which 401(k) plans are similar in size to Blue Chip Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lightforce USA Inc.401(k) Plan in ID ($8M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Blue Chip Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201290017.

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.