401(k) · DOL Form 5500 · 2022
Bluum USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $94,593
- Avg per participant Below avg balance/head
Official DOL plan name: Bluum 401(k) Plan · Sponsored by Bluum USA, Inc. · Arizona · Other Services
$20M in assets, 213 participants
Bluum USA, Inc.'s Bluum 401(k) Plan reported $20M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #7,377 in Other Services (8,398 peers)
Coverage in Arizona
Bluum 401(k) Plan covers 213 participants in Arizona, about 38% of the average Arizona filer (state average ~564 per filing). Assets: $20M.
- #7,377
- in Other Services (8,398 peers)
- +33.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bluum 401(k) Plan's outsized position by total assets
Bluum 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,148,204 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bluum 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. Bluum 401(k) Plan sits mid-pack in the medium band (213 participants).
Published 5500 schedule card
Filing strip 860716114 · Bluum USA, Inc. PY 2022 · 401(k)
Bluum 401(k) Plan · $20M · 213 · 77th
- RANK $20M
- RANK 213
- RANK 77th
- RANK 401(k)
- RANK near Dunlop Manufacturing Inc 401(k) Profit Sharing Plan
- RANK ind #7377
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 Other Services retirement plans → · Plans in Arizona →
Bluum 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$3M |
| Employer EIN | 860716114 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bluum USA, Inc.)
Sponsor-wide plan assets over time
All Bluum USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 20.11135583102097% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $20M |
| 2023 | 1 | 570 | $25M |
| 2024 | 1 | 551 | $24M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Bluum 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Dunlop Manufacturing Inc 401(k) Profit Sharing Plan in CA ($20M); by covered participants it is Atlantic Capital Bank 401(k) Plan in GA (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Atlantic Capital Bank 401(k) Plan (GA) 213 · 0 off
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 213 · 0 off
- Lmb, Inc. 401(k) Plan (TX) 213 · 0 off
- Dominion Packaging, Inc. 401(k) Plan (VA) 213 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.