RONALD BLUE TRUST RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
RONALD BLUE TRUST
This 401(k) plan holds $18M in total assets and serves 361 participants as of 2022. It is sponsored by RONALD BLUE TRUST in Georgia. The plan reported positive net income of $18M for the year.
What the Filing Says About RONALD BLUE TRUST RETIREMENT PLAN
RONALD BLUE TRUST RETIREMENT PLAN is a 401(k) retirement plan sponsored by RONALD BLUE TRUST, headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 361 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 853932468, and the plan has been effective since 2022-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2022 to $18M at year-end. Net assets (after liabilities) closed the year at $18M, with reported net income of $18M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | $18M |
| Net Assets (End of Year) | $18M |
| Net Income | $18M |
| Plan Type | 401(k) |
| Employer EIN | 853932468 |
| Plan Effective Date | 2022-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (RONALD BLUE TRUST)
| 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.
- DELTA 401(K) RETIREMENT PLAN $16.2B · 83,136
- DELTA 401(K) RETIREMENT PLAN FOR PILOTS $13.7B · 13,283
- UPS 401(K) SAVINGS PLAN $13.1B · 102,231
- THE HOME DEPOT FUTUREBUILDER $12.6B · 413,365
- COX ENTERPRISES, INC. 401(K) PLAN $7.1B · 44,853
Related Data
Guides
Frequently Asked Questions
How much money is in the RONALD BLUE TRUST RETIREMENT PLAN? ▼
What type of plan is RONALD BLUE TRUST RETIREMENT PLAN? ▼
Who sponsors the RONALD BLUE TRUST RETIREMENT PLAN? ▼
How did RONALD BLUE TRUST RETIREMENT PLAN perform in 2022? ▼
Where can I find official filings for RONALD BLUE TRUST RETIREMENT PLAN? ▼
How does RONALD BLUE TRUST RETIREMENT PLAN compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.