Profit Sharing · DOL Form 5500 · 2022

Blue City Investments Co. Profit Sharing Plan

Data updated 2026-08-25

$708K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$353,917
Avg per participant High balance/head
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Official DOL plan name: Blue City Investments Co. Retirement Plan · Sponsored by Blue City Investments Co. · Texas · Healthcare & Social Assistance

$708K in assets, 2 participants

Blue City Investments Co.'s Blue City Investments Co. Retirement Plan reported $708K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,607 in Healthcare & Social Assistance (20,060 peers)

Blue City Investments Co. multi-year trail

Blue City Investments Co.'s plans moved +94.7% in assets from 2022 to 2024; this filing shows Blue City Investments Co. Retirement Plan at $708K / 2 participants.

#3,607
in Healthcare & Social Assistance (20,060 peers)
+355.9%
assets growth YoY

Blue City Investments Co. Retirement Plan among the smaller filed plans by assets

Blue City Investments Co. Retirement Plan vs every filed plan by assets

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

$707,833 22nd percentile higher than 22% 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 City Investments Co. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue City Investments Co. Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 843510504 · Blue City Investments Co. PY 2022 · Profit Sharing

Blue City Investments Co. Retirement Plan · $708K · 2 · 22nd

  • EOY $708K
  • EOY 2
  • EOY 22nd
  • EOY Profit Sharing
  • EOY near Norton Electric Co Ltd Profit Sharing Plan
  • EOY ind #3607

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Blue City Investments Co. Retirement Plan in the asset neighbourhood

Blue City Investments Co. Retirement PlanBlue City Investments Co. Re…$708KNorton Electric Co Ltd Profit Sharing PlanNorton Electric Co Ltd Profi…$708KNative Sons Wholesale Nursery, Inc. Profit Sharing PlanNative Sons Wholesale Nurser…$708KMs Ruiz-Alonso Retirement PlanMs Ruiz-Alonso Retirement Pl…$708KDale R Meyer Profit Sharing PlanDale R Meyer Profit Sharing …$707K
End-of-year total assets ($M) among Blue City Investments Co. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Blue City Investments Co. multi-year asset trail

Sponsor-wide plan assets over time

All Blue City Investments Co. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 94.65862710554607% vs 2022
2024 filing year
$0.5M$1M$1.5M 202220232024 $0.71M $1.38M ▲ +94.4%
Year Plans Participants Total Assets
2022 1 2 $708K
2023 1 9 $1M
2024 1 8 $1M

Blue City Investments Co. filing trail (2022)

Total Assets (Beginning of Year)$155K
Net Assets (End of Year)$708K
Net Income$553K
Employer EIN843510504
Plan Effective Date2019-11-13
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Blue City Investments Co. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Blue City Investments Co. Retirement Plan, Total assets ($B): 0.000707833 · Participants: 2Blue City Investments Co. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Blue City Investments Co. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Blue City Investments Co. Retirement Plan side-by-side with 3 peers →

Blue City Investments Co. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Norton Electric Co Ltd Profit Sharing Plan in CA ($708K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($708K here).

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 City Investments Co. Retirement Plan assets move in 2022? ▼
Blue City Investments Co. Retirement Plan surged - up 355.9% during 2022, from $155K to $708K. Reported net income was $553K.
How have Blue City Investments Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue City Investments Co.'s sponsor-wide assets grew 94.7%, from $708K to $1M.
Where does Blue City Investments Co. Retirement Plan rank by assets among Form 5500 filers? ▼
Blue City Investments Co. Retirement Plan ranks in the 22nd 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 Profit Sharing plans are similar in size to Blue City Investments Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Norton Electric Co Ltd Profit Sharing Plan in CA ($708K, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Blue City Investments Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 843510504.

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.