401(k) · DOL Form 5500 · 2022

Blucora, Inc. 401(k) Plan

Data updated 2026-08-11

$110M
Total assets
1,051
Participants
93rd
Percentile by assets
$104,484
Avg per participant
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Official DOL plan name: Blucora, Inc. 401(k) Retirement Plan · Sponsored by Blucora, Inc. · Texas · Information & Media

$110M in assets, 1,051 participants

Blucora, Inc.'s Blucora, Inc. 401(k) Retirement Plan reported $110M in total assets and 1,051 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #2,615 in Information & Media (2,911 peers)

Where Blucora, Inc. 401(k) Retirement Plan sits by assets

Blucora, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $110M for 1,051 participants (~$104,484/participant), down 11.8% in 2022.

$110M
total plan assets (2022 EOY)
1,051
covered participants
93rd
percentile by assets (of 139,126 plans)
$104,484
avg assets per participant

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Blucora, Inc. 401(k) Retirement Plan sits by total assets

Blucora, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$109,812,418 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State

Blucora, Inc. 401(k) Retirement Plan vs the 2022 asset distribution

By assets, Blucora, Inc. 401(k) Retirement Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$110M
Net Income-$15M
Employer EIN911718107
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blucora, Inc.)

$-50M$0M$50M$100M$150M 202220232024 $110M $0M ▼ -100.0%
Total plan assets by year, all Blucora, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,051 $110M
2023 1 1,279 $111M
2024 1 722 N/A

Nearby 401(k) Plans in Texas

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

Blucora, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Blucora, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Blucora, Inc. 401(k)…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
Blucora, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Blucora, Inc. 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Blucora, Inc. 401(k) Retirement Plan assets move in 2022?
Blucora, Inc. 401(k) Retirement Plan pulled back noticeably - down 11.8% during 2022, from $124M to $110M. Reported net income was -$15M.
Where does Blucora, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers?
Blucora, Inc. 401(k) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Blucora, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Eco Material Technologies 401(k) Plan in UT ($110M, 3,641 participants).

Next read for Blucora, Inc. 401(k) Retirement Plan

Scale reading

Ways to act on Blucora, Inc. 401(k) Retirement Plan's numbers.

  • By total assets, Blucora, Inc. 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans