401(k) · DOL Form 5500 · 2022

Bluecore, Inc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
283
Participants Below avg headcount
64th
Percentile by assets National rank
$33,586
Avg per participant Low balance/head
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Official DOL plan name: Bluecore, Inc Retirement Trust · Sponsored by Bluecore, Inc · New York · Professional & Technical Services

$10M in assets, 283 participants

Bluecore, Inc's Bluecore, Inc Retirement Trust reported $10M in total assets and 283 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,479 in Professional & Technical Services (21,562 peers)

Coverage in New York

Bluecore, Inc Retirement Trust covers 283 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $10M.

#13,479
in Professional & Technical Services (21,562 peers)
+3.8%
assets growth YoY

Bluecore, Inc Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Bluecore, Inc Retirement Trust vs every filed plan by assets

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

$9,504,956 Top 36% higher than 64% 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

Bluecore, Inc Retirement Trust 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. Bluecore, Inc Retirement Trust sits mid-pack in the medium band (283 participants).

DOL schedule card

Filing strip 462284224 · Bluecore, Inc PY 2022 · 401(k)

Bluecore, Inc Retirement Trust · $10M · 283 · 64th

  • TYPE $10M
  • TYPE 283
  • TYPE 64th
  • TYPE 401(k)
  • TYPE near University Surgical Associates, LLC 401-K Profit Sharing Plan
  • TYPE ind #13479

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 Professional & Technical Services retirement plans → · Plans in New York →

Bluecore, Inc Retirement Trust in the asset neighbourhood

University Surgical Associates, LLC 401-K Profit Sharing PlanUniversity Surgical Associat…$10MCotton Holdings, Inc. 401(k) PlanCotton Holdings, Inc. 401(k)…$10MBluecore, Inc Retirement TrustBluecore, Inc Retirement Tru…$10MMetcor, Ltd Profit Sharing PlanMetcor, Ltd Profit Sharing P…$10MActivehours 401(k) Plan$10M
End-of-year total assets ($M) among Bluecore, Inc Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$347K
Employer EIN462284224
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluecore, Inc)

Sponsor-wide plan assets over time

All Bluecore, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$16M 70.96463150381759% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.5M $16.3M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 283 $10M
2023 1 293 $13M
2024 1 250 $16M

Nearby 401(k) Plans in New York

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

Bluecore, Inc Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bluecore, Inc Retirement Trust, Total assets ($B): 0.009504956 · Participants: 283Bluecore, Inc Retirement TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Bluecore, Inc Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bluecore, Inc Retirement Trust side-by-side with 3 peers →

Bluecore, Inc Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is University Surgical Associates, LLC 401-K Profit Sharing Plan in TN ($10M); by covered participants it is Jerritt Canyon Gold LLC 401(k) Plan in NV (283 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Bluecore, Inc Retirement Trust assets move in 2022? ▼
Bluecore, Inc Retirement Trust edged up modestly - up 3.8% during 2022, from $9M to $10M. Reported net income was $347K.
How have Bluecore, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bluecore, Inc's sponsor-wide assets grew 71.0%, from $10M to $16M.
Which 401(k) plans are similar in size to Bluecore, Inc Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is University Surgical Associates, LLC 401-K Profit Sharing Plan in TN ($10M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Bluecore, Inc Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jerritt Canyon Gold LLC 401(k) Plan in NV (283 participants, $3M 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 462284224.

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.