401(k) · DOL Form 5500 · 2022

Blue Ox Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
125
Participants Small participant base
39th
Percentile by assets National rank
$22,299
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Blue Ox Enterprises, LLC · Florida · Construction

$3M in assets, 125 participants

Blue Ox Enterprises, LLC's Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #3,698 in Construction (9,927 peers)

Coverage in Florida

Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust covers 125 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#3,698
in Construction (9,927 peers)
-7.3%
assets change YoY

The plan reported a net loss of $219K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Construction and all filers

Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,787,399 39th percentile higher than 39% 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 Ox Enterprises LLC 401(k) Profit Sharing Plan and 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. Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (125 participants).

Published 5500 schedule card

Filing strip 202296476 · Blue Ox Enterprises, LLC PY 2022 · 401(k)

Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust · $3M · 125 · 39th

  • SCH $3M
  • SCH 125
  • SCH 39th
  • SCH 401(k)
  • SCH near Southern Medical Technologies LLC 401(k) Profit Sharing Plan
  • SCH ind #3698

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 Construction retirement plans → · Plans in Florida →

Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and TrustBlue Ox Enterprises LLC 401(…$3MSouthern Medical Technologies LLC 401(k) Profit Sharing PlanSouthern Medical Technologie…$3MThe Plank Companies, Inc. Employee Savings PlanThe Plank Companies, Inc. Em…$3MSwipejobs, Inc. 401(k) Plan$3MSelma Medical Associates 401(k) Profit Sharing PlanSelma Medical Associates 401…$3M
End-of-year total assets ($M) among Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$219K
Employer EIN202296476
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002787399 · Participants: 125Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and TrustL3harris 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 Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Southern Medical Technologies LLC 401(k) Profit Sharing Plan in AL ($3M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust assets move in 2022?
Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 7.3% during 2022, from $3M to $3M. Reported net income was -$219K.
Which 401(k) plans are similar in size to Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Southern Medical Technologies LLC 401(k) Profit Sharing Plan in AL ($3M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Blue Ox Enterprises LLC 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M in assets).