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
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
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
2022 asset-move particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$5M |
| Employer EIN | 272656532 |
| Plan Effective Date | 1969-06-24 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
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.