401(k) · DOL Form 5500 · 2022

Blumenthal Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
56
Participants Small participant base
58th
Percentile by assets National rank
$128,046
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Blumenthal Holdings, LLC Savings & Profit Sharing Plan · Sponsored by Blumenthal Holdings, LLC · North Carolina · Wholesale Trade

$7M in assets, 56 participants

Blumenthal Holdings, LLC's Blumenthal Holdings, LLC Savings & Profit Sharing Plan reported $7M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,298 in Wholesale Trade (6,843 peers)

2022 asset change

Blumenthal Holdings, LLC Savings & Profit Sharing Plan contracted severely 40.9% in 2022 ($12M → $7M) for 56 participants.

#3,298
in Wholesale Trade (6,843 peers)
-40.9%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blumenthal Holdings, LLC Savings & Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Blumenthal Holdings, LLC Savings & Profit Sharing Plan vs every filed plan by assets

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

$7,170,563 Top 42% higher than 58% 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

Blumenthal Holdings, LLC Savings & Profit Sharing 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. Blumenthal Holdings, LLC Savings & Profit Sharing Plan is a small filing (56 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 272656532 · Blumenthal Holdings, LLC PY 2022 · 401(k)

Blumenthal Holdings, LLC Savings & Profit Sharing Plan · $7M · 56 · 58th

  • PCT $7M
  • EIN 56
  • RANK 58th
  • PHOTO 401(k)
  • IND near Holmes US, a Partnership Salary Savings Plan 401(k)
  • EOY ind #3298

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Blumenthal Holdings, LLC Savings & Profit Sharing Plan in the asset neighbourhood

Blumenthal Holdings, LLC Savings & Profit Sharing PlanBlumenthal Holdings, LLC Sav…$7MHolmes US, a Partnership Salary Savings Plan 401(k)Holmes US, a Partnership Sal…$7MConcrete Placing Company, Inc. 401(k) PlanConcrete Placing Company, In…$7MPolyjohn Enterprises Corporation 401(k) PlanPolyjohn Enterprises Corpora…$7MNavix Diagnostix, Inc. 401(k) PlanNavix Diagnostix, Inc. 401(k…$7M
End-of-year total assets ($M) among Blumenthal Holdings, LLC Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$7M
Net Income-$5M
Employer EIN272656532
Plan Effective Date1969-06-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Blumenthal Holdings, LLC Savings & Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Blumenthal Holdings, LLC Savings & Profit Sharing Plan, Total assets ($B): 0.007170563 · Participants: 56Blumenthal Holdings, LLC Savings & Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Blumenthal Holdings, LLC Savings & Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Blumenthal Holdings, LLC Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Holmes US, a Partnership Salary Savings Plan 401(k) in CA ($7M); by covered participants it is Evoke at Entrada 401(k) Plan in UT (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Blumenthal Holdings, LLC Savings & Profit Sharing Plan assets move in 2022?
Blumenthal Holdings, LLC Savings & Profit Sharing Plan contracted severely - down 40.9% during 2022, from $12M to $7M. Reported net income was -$5M.
Which 401(k) plans are similar in size to Blumenthal Holdings, LLC Savings & Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Holmes US, a Partnership Salary Savings Plan 401(k) in CA ($7M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Blumenthal Holdings, LLC Savings & Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Evoke at Entrada 401(k) Plan in UT (56 participants, $3M in assets).