401(k) · DOL Form 5500 · 2022

Ronald Blue Trust 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
361
Participants Below avg headcount
75th
Percentile by assets National rank
$48,645
Avg per participant Low balance/head
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Official DOL plan name: Ronald Blue Trust Retirement Plan · Sponsored by Ronald Blue Trust · Georgia · Finance & Insurance

$18M in assets, 361 participants

Ronald Blue Trust's Ronald Blue Trust Retirement Plan reported $18M in total assets and 361 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,648 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Ronald Blue Trust Retirement Plan covers 361 participants in Georgia, about 33% of the average Georgia filer (state average ~1,096 per filing). Assets: $18M.

#5,648
in Finance & Insurance (9,261 peers)
$18M
reported net income
0.2×
vs typical plan assets (national mean)

Ronald Blue Trust Retirement Plan's outsized position by total assets

Ronald Blue Trust Retirement Plan vs every filed plan by assets

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

$17,560,928 Top 25% higher than 75% 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

Ronald Blue Trust Retirement 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. Ronald Blue Trust Retirement Plan sits mid-pack in the medium band (361 participants).

EBSA filing schedule strip

Filing strip 853932468 · Ronald Blue Trust PY 2022 · 401(k)

Ronald Blue Trust Retirement Plan · $18M · 361 · 75th

  • NET $18M
  • BOOK 361
  • VS-ST 75th
  • BOY 401(k)
  • SCH near Crosby Tugs LLC 401(k) Plan
  • EBSA ind #5648

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 Finance & Insurance retirement plans → · Plans in Georgia →

Ronald Blue Trust Retirement Plan in the asset neighbourhood

Ronald Blue Trust Retirement PlanRonald Blue Trust Retirement…$18MCrosby Tugs LLC 401(k) Plan$18MHigh Grade Beverage 401(k) PlanHigh Grade Beverage 401(k) P…$18MCarespring Health Care Management Savings & Retirement PlanCarespring Health Care Manag…$18MUnion Square Hospitality Group, LLC 401(k) Deferred Profit Sharing PlanUnion Square Hospitality Gro…$18M
End-of-year total assets ($M) among Ronald Blue Trust Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$18M
Net Income$18M
Employer EIN853932468
Plan Effective Date2022-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ronald Blue Trust)

Sponsor-wide plan assets over time

All Ronald Blue Trust plans reported in each filing year

Latest sponsor-wide plan assets
$36M 106.67139003132408% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17.6M $36.3M ▲ +106.7%
Year Plans Participants Total Assets
2022 1 361 $18M
2023 1 406 $28M
2024 1 443 $36M

Nearby 401(k) Plans in Georgia

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

Ronald Blue Trust Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Ronald Blue Trust Retirement Plan, Total assets ($B): 0.017560928 · Participants: 361Ronald Blue Trust Retirement PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Ronald Blue Trust Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Ronald Blue Trust Retirement Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Crosby Tugs LLC 401(k) Plan in LA ($18M); by covered participants it is Lancer Financial Group, Inc. 401(k) Profit Sharing in NY (361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (361 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 have Ronald Blue Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ronald Blue Trust's sponsor-wide assets grew 106.7%, from $18M to $36M.
Where does Ronald Blue Trust Retirement Plan rank by assets among Form 5500 filers? ▼
Ronald Blue Trust Retirement Plan ranks in the 75th 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 Ronald Blue Trust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crosby Tugs LLC 401(k) Plan in LA ($18M, 680 participants).
Which 401(k) plans cover a similar participant headcount to Ronald Blue Trust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lancer Financial Group, Inc. 401(k) Profit Sharing in NY (361 participants, N/A 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 853932468.

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.