401(k) · DOL Form 5500 · 2023

Jones Blue Star, Inc. 401(k) Plan

Data updated 2026-08-25

$986K
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$140,879
Avg per participant Near avg balance/head
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Official DOL plan name: Jones Blue Star Retirement Plan · Sponsored by Jones Blue Star, Inc. · Texas · Finance & Insurance

$986K in assets, 7 participants

Jones Blue Star, Inc.'s Jones Blue Star Retirement Plan reported $986K in total assets and 7 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.

  • #1,340 in Finance & Insurance (8,869 peers)

Jones Blue Star, Inc. multi-year trail

Jones Blue Star, Inc.'s plans moved +30.0% in assets from 2022 to 2024; this filing shows Jones Blue Star Retirement Plan at $986K / 7 participants.

#1,340
in Finance & Insurance (8,869 peers)
+5.8%
assets growth YoY

Jones Blue Star Retirement Plan among the smaller filed plans by assets

Jones Blue Star Retirement Plan vs every filed plan by assets

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

$986,154 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

Jones Blue Star 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. Jones Blue Star Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jones Blue Star Retirement Plan reported net income fell from $153K in the plan year 2022 filing to $54K in the plan year 2023 filing.
  • Jones Blue Star Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Jones Blue Star Retirement Plan end-of-year assets rose from $932K in the plan year 2022 filing to $986K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 461773503 · Jones Blue Star, Inc. PY 2023 · 401(k)

Jones Blue Star Retirement Plan · $986K · 7 · 24th

  • 5500 $986K
  • 5500 7
  • 5500 24th
  • 5500 401(k)
  • 5500 near New Penn Equipment Corporation Tax-Favored Savings Plan
  • 5500 ind #1340

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 Texas →

Jones Blue Star Retirement Plan in the asset neighbourhood

Jones Blue Star Retirement PlanJones Blue Star Retirement P…$986KNew Penn Equipment Corporation Tax-Favored Savings PlanNew Penn Equipment Corporati…$986KBase Partners, Inc. 401(k) PlanBase Partners, Inc. 401(k) P…$986KSynq3 Restaurant Solutions 401(k) PlanSynq3 Restaurant Solutions 4…$986KBel USA 401(k) Plan$986K
End-of-year total assets ($M) among Jones Blue Star Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jones Blue Star, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jones Blue Star, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 29.981798903641504% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.93M $1.21M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 6 $932K
2023 1 7 $986K
2024 1 8 $1M

Jones Blue Star, Inc. filing trail (2023)

Total Assets (Beginning of Year)$932K
Net Assets (End of Year)$986K
Net Income$54K
Employer EIN461773503
Plan Effective Date2013-01-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Jones Blue Star Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jones Blue Star Retirement Plan, Total assets ($B): 0.000986154 · Participants: 7Jones Blue Star Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Jones Blue Star Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jones Blue Star Retirement Plan side-by-side with 3 peers →

Jones Blue Star Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is New Penn Equipment Corporation Tax-Favored Savings Plan in PA ($986K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($986K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Jones Blue Star Retirement Plan assets move in 2023? ▼
Jones Blue Star Retirement Plan grew at a solid clip - up 5.8% during 2023, from $932K to $986K. Reported net income was $54K.
How have Jones Blue Star, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones Blue Star, Inc.'s sponsor-wide assets grew 30.0%, from $932K to $1M.
Where does Jones Blue Star Retirement Plan rank by assets among Form 5500 filers? ▼
Jones Blue Star 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 401(k) plans are similar in size to Jones Blue Star Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Penn Equipment Corporation Tax-Favored Savings Plan in PA ($986K, 10 participants).
Which 401(k) plans cover a similar participant headcount to Jones Blue Star Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 461773503.

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.