401(k) · DOL Form 5500 · 2022

Transition Finance Strategies, LLC Dba Blue Ridge ESOP Associates 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
99
Participants Small participant base
66th
Percentile by assets National rank
$105,980
Avg per participant Below avg balance/head
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Official DOL plan name: Blue Ridge 401(k) Plan · Sponsored by Transition Finance Strategies, LLC Dba Blue Ridge ESOP Associates · Virginia · Professional & Technical Services

$10M in assets, 99 participants

Transition Finance Strategies, LLC Dba Blue Ridge ESOP Associates's Blue Ridge 401(k) Plan reported $10M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,962 in Professional & Technical Services (21,562 peers)

Transition Finance Strategies, LLC Dba Blue Ridge ESOP Associates multi-year trail

Transition Finance Strategies, LLC Dba Blue Ridge ESOP Associates's plans moved +75.0% in assets from 2022 to 2024; this filing shows Blue Ridge 401(k) Plan at $10M / 99 participants.

#13,962
in Professional & Technical Services (21,562 peers)
+53.3%
assets growth YoY

The plan reported a net loss of $561K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blue Ridge 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Blue Ridge 401(k) Plan vs every filed plan by assets

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

$10,492,033 Top 34% higher than 66% 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 Ridge 401(k) 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. Blue Ridge 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 134238973 · Transition Finance Strategies, LLC Dba Blue Ridge ESOP Associates PY 2022 · 401(k)

Blue Ridge 401(k) Plan · $10M · 99 · 66th

  • EIN $10M
  • RANK 99
  • PHOTO 66th
  • IND 401(k)
  • EOY near Vigen Construction, Inc. Retirement & 401(k) Plan
  • 5500 ind #13962

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Blue Ridge 401(k) Plan in the asset neighbourhood

Blue Ridge 401(k) Plan$10MVigen Construction, Inc. Retirement & 401(k) PlanVigen Construction, Inc. Ret…$10MCafe Rio, Inc. 401(k) Plan$10MTreasure Bay LLC 401(k) Plan$10MCohen & Feeley, P.C., Profit Sharing TrustCohen & Feeley, P.C., Profit…$10M
End-of-year total assets ($M) among Blue Ridge 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Transition Finance Strategies, LLC Dba Blue Ridge ESOP Associates multi-year asset trail

Sponsor-wide plan assets over time

All Transition Finance Strategies, LLC Dba Blue Ridge ESOP Associates plans reported in each filing year

Latest sponsor-wide plan assets
$18M 74.9518515620376% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.5M $18.4M ▲ +75.0%
Year Plans Participants Total Assets
2022 1 99 $10M
2023 1 166 $14M
2024 1 178 $18M

Transition Finance Strategies, LLC Dba Blue Ridge ESOP Associates filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income-$561K
Employer EIN134238973
Plan Effective Date2021-08-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Blue Ridge 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Blue Ridge 401(k) Plan, Total assets ($B): 0.010492033 · Participants: 99Blue Ridge 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Blue Ridge 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Blue Ridge 401(k) Plan side-by-side with 3 peers →

Blue Ridge 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Vigen Construction, Inc. Retirement & 401(k) Plan in MN ($10M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Ridge 401(k) Plan assets move in 2022? ▼
Blue Ridge 401(k) Plan surged - up 53.3% during 2022, from $7M to $10M. Reported net income was -$561K.
How have Transition Finance Strategies, LLC Dba Blue Ridge ESOP Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transition Finance Strategies, LLC Dba Blue Ridge ESOP Associates's sponsor-wide assets grew 75.0%, from $10M to $18M.
Which 401(k) plans are similar in size to Blue Ridge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vigen Construction, Inc. Retirement & 401(k) Plan in MN ($10M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Blue Ridge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osco 401(k) Plan in OH (99 participants, $15M 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 134238973.

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.