401(k) · DOL Form 5500 · 2023

Blum Capital Partners, L.P. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
10
Participants Small participant base
48th
Percentile by assets National rank
$611,349
Avg per participant High balance/head
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Official DOL plan name: Blum Capital Partners, L.P. 401(k) Savings Plan · Sponsored by Blum Capital Partners, L.P. · California · Finance & Insurance

$6M in assets, 10 participants

Blum Capital Partners, L.P.'s Blum Capital Partners, L.P. 401(k) Savings Plan reported $6M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,060 in Finance & Insurance (8,869 peers)

Blum Capital Partners, L.P. multi-year trail

Blum Capital Partners, L.P.'s plans moved +16.5% in assets from 2022 to 2024; this filing shows Blum Capital Partners, L.P. 401(k) Savings Plan at $6M / 10 participants.

#3,060
in Finance & Insurance (8,869 peers)
+22.6%
assets growth YoY

Blum Capital Partners, L.P. 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Blum Capital Partners, L.P. 401(k) Savings Plan vs every filed plan by assets

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

$6,113,486 48th percentile higher than 48% 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

Blum Capital Partners, L.P. 401(k) Savings 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. Blum Capital Partners, L.P. 401(k) Savings Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blum Capital Partners, L.P. 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Blum Capital Partners, L.P. 401(k) Savings Plan reported participants fell from 14 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Blum Capital Partners, L.P. 401(k) Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943205364 · Blum Capital Partners, L.P. PY 2023 · 401(k)

Blum Capital Partners, L.P. 401(k) Savings Plan · $6M · 10 · 48th

  • SCH $6M
  • EBSA 10
  • PART 48th
  • TYPE 401(k)
  • NET near Homer's Tree-Mendous 401(k) Plan and Trust
  • BOOK ind #3060

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 Finance & Insurance retirement plans → · Plans in California →

Blum Capital Partners, L.P. 401(k) Savings Plan in the asset neighbourhood

Blum Capital Partners, L.P. 401(k) Savings PlanBlum Capital Partners, L.P. …$6MHomer's Tree-Mendous 401(k) Plan and TrustHomer's Tree-Mendous 401(k) …$6MPes 401(k) Plan$6MElkhart Hourly Employees Retirement Savings PlanElkhart Hourly Employees Ret…$6MFenix Group's 401(k) Plan$6M
End-of-year total assets ($M) among Blum Capital Partners, L.P. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Blum Capital Partners, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Blum Capital Partners, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.51901936175217% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.99M $5.81M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 14 $5M
2023 1 10 $6M
2024 1 7 $6M

Blum Capital Partners, L.P. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN943205364
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Blum Capital Partners, L.P. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Blum Capital Partners, L.P. 401(k) Savings Plan, Total assets ($B): 0.006113486 · Participants: 10Blum Capital Partners, L.P. 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Blum Capital Partners, L.P. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Blum Capital Partners, L.P. 401(k) Savings Plan side-by-side with 3 peers →

Blum Capital Partners, L.P. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Homer's Tree-Mendous 401(k) Plan and Trust in IL ($6M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Blum Capital Partners, L.P. 401(k) Savings Plan assets move in 2023? ▼
Blum Capital Partners, L.P. 401(k) Savings Plan grew sharply - up 22.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have Blum Capital Partners, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blum Capital Partners, L.P.'s sponsor-wide assets grew 16.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Blum Capital Partners, L.P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Homer's Tree-Mendous 401(k) Plan and Trust in IL ($6M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Blum Capital Partners, L.P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 943205364.

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.