401(k) · DOL Form 5500 · 2022

Fillmore West Investment Trust 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
161
Participants Small participant base
36th
Percentile by assets National rank
$14,080
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Blue Wing Olive 401(k) Plan · Sponsored by Fillmore West Investment Trust · Florida · Finance & Insurance

$2M in assets, 161 participants

Fillmore West Investment Trust's Blue Wing Olive 401(k) Plan reported $2M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,243 in Finance & Insurance (9,261 peers)

Coverage in Florida

Blue Wing Olive 401(k) Plan covers 161 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#2,243
in Finance & Insurance (9,261 peers)
+18.6%
assets growth YoY

Blue Wing Olive 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$2,266,810 36th percentile higher than 36% 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 Wing Olive 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. Blue Wing Olive 401(k) Plan sits mid-pack in the medium band (161 participants).

EBSA filing schedule strip

Filing strip 326234101 · Fillmore West Investment Trust PY 2022 · 401(k)

Blue Wing Olive 401(k) Plan · $2M · 161 · 36th

  • IND $2M
  • IND 161
  • IND 36th
  • IND 401(k)
  • IND near Home Start Inc 401(k) Plan
  • IND ind #2243

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 Florida →

Blue Wing Olive 401(k) Plan in the asset neighbourhood

Blue Wing Olive 401(k) Plan$2MHome Start Inc 401(k) Plan$2MMid-Michigan Industries, Inc. 401(k) Profit Sharing PlanMid-Michigan Industries, Inc…$2MSequential LLC 401(k) Profit Sharing Plan & TrustSequential LLC 401(k) Profit…$2MSouthern Technologies Corporation Profit Sharing 401(k) PlanSouthern Technologies Corpor…$2M
End-of-year total assets ($M) among Blue Wing Olive 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$355K
Employer EIN326234101
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Blue Wing Olive 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Blue Wing Olive 401(k) Plan, Total assets ($B): 0.00226681 · Participants: 161Blue Wing Olive 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Blue Wing Olive 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Blue Wing Olive 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Home Start Inc 401(k) Plan in CA ($2M); by covered participants it is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Wing Olive 401(k) Plan assets move in 2022? ▼
Blue Wing Olive 401(k) Plan grew sharply - up 18.6% during 2022, from $2M to $2M. Reported net income was $355K.
Which 401(k) plans are similar in size to Blue Wing Olive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Home Start Inc 401(k) Plan in CA ($2M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Blue Wing Olive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 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 326234101.

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.