Profit Sharing · DOL Form 5500 · 2022

Blau Mechanical, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
26
Participants Small participant base
59th
Percentile by assets National rank
$292,264
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blau Mechanical Employee Profit Sharing Trust · Sponsored by Blau Mechanical, Inc. · Kentucky · Construction

$8M in assets, 26 participants

Blau Mechanical, Inc.'s Blau Mechanical Employee Profit Sharing Trust reported $8M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,839 in Construction (9,927 peers)

Blau Mechanical, Inc. multi-year trail

Blau Mechanical, Inc.'s plans moved +48.0% in assets from 2022 to 2024; this filing shows Blau Mechanical Employee Profit Sharing Trust at $8M / 26 participants.

#5,839
in Construction (9,927 peers)
+3.8%
assets growth YoY

Blau Mechanical Employee Profit Sharing Trust's mid-pack asset rank among Construction and all filers

Blau Mechanical Employee Profit Sharing Trust vs every filed plan by assets

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

$7,598,863 Top 41% higher than 59% 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

Blau Mechanical Employee Profit Sharing Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blau Mechanical Employee Profit Sharing Trust is a small filing (26 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 610662700 · Blau Mechanical, Inc. PY 2022 · Profit Sharing

Blau Mechanical Employee Profit Sharing Trust · $8M · 26 · 59th

  • NET $8M
  • BOOK 26
  • VS-ST 59th
  • BOY Profit Sharing
  • SCH near Concepts of Independence, Inc. Supplemental Retirement Plan
  • EBSA ind #5839

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 Kentucky →

Blau Mechanical Employee Profit Sharing Trust in the asset neighbourhood

Blau Mechanical Employee Profit Sharing TrustBlau Mechanical Employee Pro…$8MConcepts of Independence, Inc. Supplemental Retirement PlanConcepts of Independence, In…$8MPand Corporation Profit Sharing PlanPand Corporation Profit Shar…$8MDrs. Farkas, Kassalow, Resnick and Associates, P.C. Profit Sharing PlanDrs. Farkas, Kassalow, Resni…$8MCjhorak Enterprises Inc Retirement PlanCjhorak Enterprises Inc Reti…$8M
End-of-year total assets ($M) among Blau Mechanical Employee Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Blau Mechanical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blau Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 47.95984609802809% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.6M $11.2M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 26 $8M
2023 1 26 $10M
2024 1 28 $11M

Blau Mechanical, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$280K
Employer EIN610662700
Plan Effective Date1974-11-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

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

Blau Mechanical Employee Profit Sharing Trust vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Blau Mechanical Employee Profit Sharing Trust, Total assets ($B): 0.007598863 · Participants: 26Blau Mechanical Employee Profit Sharing TrustCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.024256798 · Participants: 31174Commonspirit Health ERISA 403(b) PlanMaterial Handling Systems, Inc. Savings and Investment Plan, Total assets ($B): 0.139762597 · Participants: 146Material Handling Systems, Inc. Savings and Investment PlanKing's Daughters' Medical Center Base Contribution Plan, Total assets ($B): 0.081517752 · Participants: 2971King's Daughters' Medical Center Base Contribution PlanCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.067192763 · Participants: 2809Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.037465388 · Participants: 478Dismas Charities, Inc. Retirement Plan
Blau Mechanical Employee Profit Sharing Trust vs. nearby Profit Sharing plans in Kentucky, assets vs. participants

Blau Mechanical Employee Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Concepts of Independence, Inc. Supplemental Retirement Plan in NY ($8M); by covered participants it is Petite Coconut, Inc. Profit Sharing Plan in FL (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Blau Mechanical Employee Profit Sharing Trust assets move in 2022? ▼
Blau Mechanical Employee Profit Sharing Trust edged up modestly - up 3.8% during 2022, from $7M to $8M. Reported net income was $280K.
How have Blau Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blau Mechanical, Inc.'s sponsor-wide assets grew 48.0%, from $8M to $11M.
Which Profit Sharing plans are similar in size to Blau Mechanical Employee Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Concepts of Independence, Inc. Supplemental Retirement Plan in NY ($8M, 2,130 participants).
Which Profit Sharing plans cover a similar participant headcount to Blau Mechanical Employee Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Petite Coconut, Inc. Profit Sharing Plan in FL (26 participants, $332K in assets).