Profit Sharing · DOL Form 5500 · 2023

Blue City Investments Co. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
24th
Percentile by assets National rank
$121,522
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blue City Investments Co. Retirement Plan · Sponsored by Blue City Investments Co. · Texas · Healthcare & Social Assistance

$1M in assets, 9 participants

Blue City Investments Co.'s Blue City Investments Co. Retirement Plan reported $1M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,610 in Healthcare & Social Assistance (17,684 peers)

Blue City Investments Co. multi-year trail

Blue City Investments Co.'s plans moved +94.7% in assets from 2022 to 2024; this filing shows Blue City Investments Co. Retirement Plan at $1M / 9 participants.

#3,610
in Healthcare & Social Assistance (17,684 peers)
+54.5%
assets growth YoY

Blue City Investments Co. Retirement Plan among the smaller filed plans by assets

Blue City Investments Co. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,093,697 24th percentile higher than 24% of 127,068 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 2023

Blue City Investments Co. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue City Investments Co. Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue City Investments Co. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Blue City Investments Co. Retirement Plan end-of-year assets rose from $708K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Blue City Investments Co. Retirement Plan reported net income fell from $553K in the plan year 2022 filing to $386K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 843510504 · Blue City Investments Co. PY 2023 · Profit Sharing

Blue City Investments Co. Retirement Plan · $1M · 9 · 24th

  • BOY $1M
  • BOY 9
  • BOY 24th
  • BOY Profit Sharing
  • BOY near Cardio Ana-Med Consulting Group, Psc Retirement Plan
  • BOY ind #3610

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Blue City Investments Co. Retirement Plan in the asset neighbourhood

Blue City Investments Co. Retirement PlanBlue City Investments Co. Re…$1MCardio Ana-Med Consulting Group, Psc Retirement PlanCardio Ana-Med Consulting Gr…$1MTaylor Oil Co., Inc. Employees Profit Sharing PlanTaylor Oil Co., Inc. Employe…$1MEe Profit Sharing Plan of Investwest Property CorpEe Profit Sharing Plan of In…$1MCorcica Inc. Retirement Plan$1M
End-of-year total assets ($M) among Blue City Investments Co. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Blue City Investments Co. multi-year asset trail

Sponsor-wide plan assets over time

All Blue City Investments Co. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 94.65862710554607% vs 2022
2024 filing year
$0.5M$1M$1.5M 202220232024 $0.71M $1.38M ▲ +94.4%
Year Plans Participants Total Assets
2022 1 2 $708K
2023 1 9 $1M
2024 1 8 $1M

Blue City Investments Co. filing trail (2023)

Total Assets (Beginning of Year)$708K
Net Assets (End of Year)$1M
Net Income$386K
Employer EIN843510504
Plan Effective Date2019-11-13
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Blue City Investments Co. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Blue City Investments Co. Retirement Plan, Total assets ($B): 0.001093697 · Participants: 9Blue City Investments Co. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Blue City Investments Co. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Blue City Investments Co. Retirement Plan side-by-side with 3 peers →

Blue City Investments Co. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Cardio Ana-Med Consulting Group, Psc Retirement Plan in PR ($1M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Blue City Investments Co. Retirement Plan assets move in 2023? ▼
Blue City Investments Co. Retirement Plan surged - up 54.5% during 2023, from $708K to $1M. Reported net income was $386K.
How have Blue City Investments Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue City Investments Co.'s sponsor-wide assets grew 94.7%, from $708K to $1M.
Where does Blue City Investments Co. Retirement Plan rank by assets among Form 5500 filers? ▼
Blue City Investments Co. Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Blue City Investments Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cardio Ana-Med Consulting Group, Psc Retirement Plan in PR ($1M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Blue City Investments Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 843510504.

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.