Defined Benefit (Pension) · DOL Form 5500 · 2022

Blue Sky Blue Sea, Inc. Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
10
Participants Small participant base
57th
Percentile by assets National rank
$682,015
Avg per participant High balance/head
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Official DOL plan name: Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan · Sponsored by Blue Sky Blue Sea, Inc. · California · Transportation & Warehousing

$7M in assets, 10 participants

Blue Sky Blue Sea, Inc.'s Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan reported $7M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #2,312 in Transportation & Warehousing (3,876 peers)

Blue Sky Blue Sea, Inc. multi-year trail

Blue Sky Blue Sea, Inc.'s plans moved +23.1% in assets from 2022 to 2024; this filing shows Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan at $7M / 10 participants.

#2,312
in Transportation & Warehousing (3,876 peers)
-20.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$6,820,151 Top 43% higher than 57% 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 Sky Blue Sea, Inc. Defined Benefit Pension 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 Sky Blue Sea, Inc. Defined Benefit Pension Plan is a micro filing (10 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 953001369 · Blue Sky Blue Sea, Inc. PY 2022 · Defined Benefit (Pension)

Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan · $7M · 10 · 57th

  • ASSETS $7M
  • PCT 10
  • EIN 57th
  • RANK Defined Benefit (Pension)
  • PHOTO near Durham Pension Plan
  • IND ind #2312

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 Transportation & Warehousing retirement plans → · Plans in California →

Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Blue Sky Blue Sea, Inc. Defined Benefit Pension PlanBlue Sky Blue Sea, Inc. Defi…$7MDurham Pension Plan$7MSbera Pension Plan as Adopted by Spencer Savings BankSbera Pension Plan as Adopte…$7MStrippit, Inc. Pension Plan for Salaried EmployeesStrippit, Inc. Pension Plan …$7MOncology/Hematology Care, Inc. Defined Benefit PlanOncology/Hematology Care, In…$7M
End-of-year total assets ($M) among Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Blue Sky Blue Sea, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blue Sky Blue Sea, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 23.078330670391313% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.82M $8.39M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 10 $7M
2023 1 10 $8M
2024 1 9 $8M

Blue Sky Blue Sea, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN953001369
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.006820151 · Participants: 10Blue Sky Blue Sea, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Durham Pension Plan in NC ($7M); by covered participants it is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan declined sharply - down 20.6% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Blue Sky Blue Sea, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Sky Blue Sea, Inc.'s sponsor-wide assets grew 23.1%, from $7M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Durham Pension Plan in NC ($7M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants, $1M 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 953001369.

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.