401(k) · DOL Form 5500 · 2023

Blue Ocean Group, LLC D/B/a Cannon Associates 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$979,373
Avg per participant High balance/head
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Official DOL plan name: Blue Ocean Group, LLC D/B/a Cannon Associates · Sponsored by Blue Ocean Group, LLC D/B/a Cannon Associates · Rhode Island · Wholesale Trade

$2M in assets, 2 participants

Blue Ocean Group, LLC D/B/a Cannon Associates's Blue Ocean Group, LLC D/B/a Cannon Associates reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,229 in Wholesale Trade (6,309 peers)

Blue Ocean Group, LLC D/B/a Cannon Associates multi-year trail

Blue Ocean Group, LLC D/B/a Cannon Associates's plans moved +46.1% in assets from 2022 to 2024; this filing shows Blue Ocean Group, LLC D/B/a Cannon Associates at $2M / 2 participants.

#1,229
in Wholesale Trade (6,309 peers)
+22.0%
assets growth YoY

Blue Ocean Group, LLC D/B/a Cannon Associates among the smaller filed plans by assets

Blue Ocean Group, LLC D/B/a Cannon Associates vs every filed plan by assets

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

$1,958,745 30th percentile higher than 30% 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 Ocean Group, LLC D/B/a Cannon Associates 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 Ocean Group, LLC D/B/a Cannon Associates is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Ocean Group, LLC D/B/a Cannon Associates reported net income rose from -$377K in the plan year 2022 filing to $353K in the plan year 2023 filing.
  • Blue Ocean Group, LLC D/B/a Cannon Associates end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 862630628 · Blue Ocean Group, LLC D/B/a Cannon Associates PY 2023 · 401(k)

Blue Ocean Group, LLC D/B/a Cannon Associates · $2M · 2 · 30th

  • PART $2M
  • TYPE 2
  • NET 30th
  • BOOK 401(k)
  • VS-ST near Wuest's, Inc. 401(k) Profit Sharing Plan
  • BOY ind #1229

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 Wholesale Trade retirement plans → · Plans in Rhode Island →

Blue Ocean Group, LLC D/B/a Cannon Associates in the asset neighbourhood

Blue Ocean Group, LLC D/B/a Cannon AssociatesBlue Ocean Group, LLC D/B/a …$2MWuest's, Inc. 401(k) Profit Sharing PlanWuest's, Inc. 401(k) Profit …$2MTek Energy 401(k) Plan$2MIntegrated Health Resources 401(k) PlanIntegrated Health Resources …$2MSka Inc 401(k) Profit Sharing Plan & TrustSka Inc 401(k) Profit Sharin…$2M
End-of-year total assets ($M) among Blue Ocean Group, LLC D/B/a Cannon Associates and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Blue Ocean Group, LLC D/B/a Cannon Associates multi-year asset trail

Sponsor-wide plan assets over time

All Blue Ocean Group, LLC D/B/a Cannon Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.09545839849674% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $1.61M $2.35M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Blue Ocean Group, LLC D/B/a Cannon Associates filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$353K
Employer EIN862630628
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Blue Ocean Group, LLC D/B/a Cannon Associates vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Blue Ocean Group, LLC D/B/a Cannon Associates, Total assets ($B): 0.001958745 · Participants: 2Blue Ocean Group, LLC D/B/a Cannon AssociatesCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Blue Ocean Group, LLC D/B/a Cannon Associates vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Blue Ocean Group, LLC D/B/a Cannon Associates side-by-side with 3 peers →

Blue Ocean Group, LLC D/B/a Cannon Associates's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Wuest's, Inc. 401(k) Profit Sharing Plan in TX ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Ocean Group, LLC D/B/a Cannon Associates assets move in 2023? ▼
Blue Ocean Group, LLC D/B/a Cannon Associates grew sharply - up 22.0% during 2023, from $2M to $2M. Reported net income was $353K.
How have Blue Ocean Group, LLC D/B/a Cannon Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Ocean Group, LLC D/B/a Cannon Associates's sponsor-wide assets grew 46.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Blue Ocean Group, LLC D/B/a Cannon Associates? ▼
Among 401(k) plans in other states, the closest by assets is Wuest's, Inc. 401(k) Profit Sharing Plan in TX ($2M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Blue Ocean Group, LLC D/B/a Cannon Associates? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 862630628.

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.