401(k) · DOL Form 5500 · 2022

Bluemont Group Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
539
Participants Below avg headcount
34th
Percentile by assets National rank
$3,653
Avg per participant Low balance/head
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Official DOL plan name: Bluemont Group, LLC 401(k) Plan · Sponsored by Bluemont Group Holdings, LLC · Tennessee · Retail Trade

$2M in assets, 539 participants

Bluemont Group Holdings, LLC's Bluemont Group, LLC 401(k) Plan reported $2M in total assets and 539 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #4,092 in Retail Trade (9,519 peers)

Coverage in Tennessee

Bluemont Group, LLC 401(k) Plan covers 539 participants in Tennessee, about 48% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#4,092
in Retail Trade (9,519 peers)
+2.8%
assets growth YoY

Bluemont Group, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Bluemont Group, LLC 401(k) Plan vs every filed plan by assets

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

$1,968,972 34th percentile higher than 34% 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

Bluemont Group, LLC 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. Bluemont Group, LLC 401(k) Plan sits mid-pack in the medium band (539 participants).

DOL schedule card

Filing strip 883397917 · Bluemont Group Holdings, LLC PY 2022 · 401(k)

Bluemont Group, LLC 401(k) Plan · $2M · 539 · 34th

  • SCH $2M
  • SCH 539
  • SCH 34th
  • SCH 401(k)
  • SCH near M.K. Masonry, Inc. 401(k) Retirement Plan
  • SCH ind #4092

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 Retail Trade retirement plans → · Plans in Tennessee →

Bluemont Group, LLC 401(k) Plan in the asset neighbourhood

Bluemont Group, LLC 401(k) PlanBluemont Group, LLC 401(k) P…$2MM.K. Masonry, Inc. 401(k) Retirement PlanM.K. Masonry, Inc. 401(k) Re…$2MDenise M. Kenna, M.D. 401(k) Profit Sharing PlanDenise M. Kenna, M.D. 401(k)…$2MPacific Hr, Inc. 401(k) Retirement PlanPacific Hr, Inc. 401(k) Reti…$2MAll Medical Personnel, Inc 401(k) PlanAll Medical Personnel, Inc 4…$2M
End-of-year total assets ($M) among Bluemont Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$52K
Employer EIN883397917
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluemont Group Holdings, LLC)

Sponsor-wide plan assets over time

All Bluemont Group Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.76444764069778% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.97M $2.81M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 539 $2M
2023 1 791 $2M
2024 1 764 $3M

Nearby 401(k) Plans in Tennessee

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

Bluemont Group, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Bluemont Group, LLC 401(k) Plan, Total assets ($B): 0.001968972 · Participants: 539Bluemont Group, LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Bluemont Group, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Bluemont Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is M.K. Masonry, Inc. 401(k) Retirement Plan in OH ($2M); by covered participants it is Rukel Management, LLC 401(k) Profit Sharing Plan in IL (539 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (539 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 Bluemont Group, LLC 401(k) Plan assets move in 2022?
Bluemont Group, LLC 401(k) Plan edged up modestly - up 2.8% during 2022, from $2M to $2M. Reported net income was $52K.
How have Bluemont Group Holdings, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Bluemont Group Holdings, LLC's sponsor-wide assets grew 42.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Bluemont Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is M.K. Masonry, Inc. 401(k) Retirement Plan in OH ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Bluemont Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Rukel Management, LLC 401(k) Profit Sharing Plan in IL (539 participants, $11M in assets).