Profit Sharing · DOL Form 5500 · 2022

Bluestone Health Association, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
127
Participants Small participant base
40th
Percentile by assets National rank
$23,149
Avg per participant Low balance/head
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Official DOL plan name: Bluestone Health Association, Inc. 403(b) Plan · Sponsored by Bluestone Health Association, Inc. · West Virginia · Healthcare & Social Assistance

$3M in assets, 127 participants

Bluestone Health Association, Inc.'s Bluestone Health Association, Inc. 403(b) Plan reported $3M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,710 in Healthcare & Social Assistance (20,060 peers)

Coverage in West Virginia

Bluestone Health Association, Inc. 403(b) Plan covers 127 participants in West Virginia, about 27% of the average West Virginia filer (state average ~467 per filing). Assets: $3M.

#8,710
in Healthcare & Social Assistance (20,060 peers)
+1.0%
assets growth YoY

Bluestone Health Association, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bluestone Health Association, Inc. 403(b) Plan vs every filed plan by assets

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

$2,939,885 40th percentile higher than 40% 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

Bluestone Health Association, Inc. 403(b) 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. Bluestone Health Association, Inc. 403(b) Plan sits mid-pack in the medium band (127 participants).

Published 5500 schedule card

Filing strip 310899730 · Bluestone Health Association, Inc. PY 2022 · Profit Sharing

Bluestone Health Association, Inc. 403(b) Plan · $3M · 127 · 40th

  • EIN $3M
  • RANK 127
  • PHOTO 40th
  • IND Profit Sharing
  • EOY near The Contractors Retirement Plan
  • 5500 ind #8710

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 West Virginia →

Bluestone Health Association, Inc. 403(b) Plan in the asset neighbourhood

Bluestone Health Association, Inc. 403(b) PlanBluestone Health Association…$3MThe Contractors Retirement PlanThe Contractors Retirement P…$3MGrupo Carmelo Savings and Investment PlanGrupo Carmelo Savings and In…$3MHeathorn & Associates, Profit Sharing PlanHeathorn & Associates, Profi…$3MCardiac Management, Inc. Profit Sharing PlanCardiac Management, Inc. Pro…$3M
End-of-year total assets ($M) among Bluestone Health Association, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$29K
Employer EIN310899730
Plan Effective Date2012-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluestone Health Association, Inc.)

Sponsor-wide plan assets over time

All Bluestone Health Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 58.729916306250075% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.94M $4.67M ▲ +58.8%
Year Plans Participants Total Assets
2022 1 127 $3M
2023 1 120 $4M
2024 1 137 $5M

Nearby Profit Sharing Plans in West Virginia

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

Bluestone Health Association, Inc. 403(b) Plan vs. nearby Profit Sharing plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -50050100150 Total assets ($M) Participants Bluestone Health Association, Inc. 403(b) Plan, Total assets ($M): 2.939885 · Participants: 127Bluestone Health Association, Inc. 403(b) PlanWest Virginia Laborers Profit Sharing Plan, Total assets ($M): 136.534019 · Participants: 5881West Virginia Laborers Profit Sharing PlanInt Brotherhood of Electrical Workers Local 141 Profit Sharing Plan, Total assets ($M): 93.464687 · Participants: 244Int Brotherhood of Electrical Workers Local 141 Profit Sharing PlanI.U.O.E. Local #132 Annuity & Savings Fund, Total assets ($M): 85.908036 · Participants: 8453I.U.O.E. Local #132 Annuity & Savings FundIronworkers Local Union 549 and 550 Security Plan, Total assets ($M): 44.006917 · Participants: 3384Ironworkers Local Union 549 and 550 Security PlanThe Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc., Total assets ($M): 42.446569 · Participants: 280The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc.
Bluestone Health Association, Inc. 403(b) Plan vs. nearby Profit Sharing plans in West Virginia, assets vs. participants
Compare Bluestone Health Association, Inc. 403(b) Plan side-by-side with 3 peers →

Bluestone Health Association, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside West Virginia, the nearest Profit Sharing by assets is The Contractors Retirement Plan in OH ($3M); by covered participants it is Echo Community Health Care 403(b) Plan in IN (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Bluestone Health Association, Inc. 403(b) Plan assets move in 2022? ▼
Bluestone Health Association, Inc. 403(b) Plan held essentially flat - up 1.0% during 2022, from $3M to $3M. Reported net income was $29K.
How have Bluestone Health Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bluestone Health Association, Inc.'s sponsor-wide assets grew 58.7%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Bluestone Health Association, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Contractors Retirement Plan in OH ($3M, 93 participants).
Which Profit Sharing plans cover a similar participant headcount to Bluestone Health Association, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Echo Community Health Care 403(b) Plan in IN (127 participants, $6M 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 310899730.

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.