401(k) · DOL Form 5500 · 2022

Blum, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
386
Participants Below avg headcount
85th
Percentile by assets National rank
$97,814
Avg per participant Below avg balance/head
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Official DOL plan name: Blum, Inc. Employees 401(k) Plan · Sponsored by Blum, Inc. · North Carolina · Manufacturing

$38M in assets, 386 participants

Blum, Inc.'s Blum, Inc. Employees 401(k) Plan reported $38M in total assets and 386 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #16,269 in Manufacturing (20,602 peers)

Coverage in North Carolina

Blum, Inc. Employees 401(k) Plan covers 386 participants in North Carolina, about 47% of the average North Carolina filer (state average ~819 per filing). Assets: $38M.

#16,269
in Manufacturing (20,602 peers)
-20.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blum, Inc. Employees 401(k) Plan's outsized position by total assets

Blum, Inc. Employees 401(k) Plan vs every filed plan by assets

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

$37,756,313 Top 15% higher than 85% 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

Blum, Inc. Employees 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blum, Inc. Employees 401(k) Plan sits mid-pack in the medium band (386 participants).

EBSA filing schedule strip

Filing strip 561155595 · Blum, Inc. PY 2022 · 401(k)

Blum, Inc. Employees 401(k) Plan · $38M · 386 · 85th

  • SCH $38M
  • SCH 386
  • SCH 85th
  • SCH 401(k)
  • SCH near Community Health Network of Connecticut, Inc. 401(k) Plan
  • SCH ind #16269

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 Manufacturing retirement plans → · Plans in North Carolina →

Blum, Inc. Employees 401(k) Plan in the asset neighbourhood

Blum, Inc. Employees 401(k) PlanBlum, Inc. Employees 401(k) …$38MRadiology Associates of Central Florida, P.L. 401(k) Plan and TrustRadiology Associates of Cent…$38MCommunity Health Network of Connecticut, Inc. 401(k) PlanCommunity Health Network of …$38MMnp Corporation 401(k) Profit Sharing PlanMnp Corporation 401(k) Profi…$38MRexair LLC Retirement Savings & Investment PlanRexair LLC Retirement Saving…$38M
End-of-year total assets ($M) among Blum, Inc. Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$38M
Net Income-$10M
Employer EIN561155595
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blum, Inc.)

Sponsor-wide plan assets over time

All Blum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 43.888546532602376% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $37.8M $54.3M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 386 $38M
2023 1 381 $46M
2024 1 402 $54M

Nearby 401(k) Plans in North Carolina

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

Blum, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Blum, Inc. Employees 401(k) Plan, Total assets ($B): 0.037756313 · Participants: 386Blum, Inc. Employees 401(k) 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
Blum, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Blum, Inc. Employees 401(k) Plan side-by-side with 3 peers →

Blum, Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Community Health Network of Connecticut, Inc. 401(k) Plan in CT ($38M); by covered participants it is Mbi, Inc 401(k) Plan in CT (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 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 Blum, Inc. Employees 401(k) Plan assets move in 2022? ▼
Blum, Inc. Employees 401(k) Plan declined sharply - down 20.9% during 2022, from $48M to $38M. Reported net income was -$10M.
How have Blum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blum, Inc.'s sponsor-wide assets grew 43.9%, from $38M to $54M.
Where does Blum, Inc. Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Blum, Inc. Employees 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Blum, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Health Network of Connecticut, Inc. 401(k) Plan in CT ($38M, 424 participants).
Which 401(k) plans cover a similar participant headcount to Blum, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mbi, Inc 401(k) Plan in CT (386 participants, $51M 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 561155595.

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.