401(k) · DOL Form 5500 · 2023

Blue Ocean Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 103
Participants Small participant base: 28th
Percentile by assets National rank: $15,496
Avg per participant Low balance/head

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Official DOL plan name: Blue Ocean Tech LLC · Sponsored by Blue Ocean Inc · Oregon · Transportation & Warehousing

$2M in assets, 103 participants

Blue Ocean Inc's Blue Ocean Tech LLC reported $2M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#930 in Transportation & Warehousing (3,362 peers)

Coverage in Oregon

Blue Ocean Tech LLC covers 103 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $2M.

#930
in Transportation & Warehousing (3,362 peers): +88.3%
assets growth YoY

Blue Ocean Tech LLC among the smaller filed plans by assets

Blue Ocean Tech LLC vs every filed plan by assets

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

$1,596,125 28th percentile higher than 28% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Blue Ocean Tech LLC among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Ocean Tech LLC sits mid-pack in the medium band (103 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Blue Ocean Tech LLC reported net income rose from $354K in the plan year 2022 filing to $748K in the plan year 2023 filing.
Blue Ocean Tech LLC end-of-year assets rose from $848K 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 474776488 · Blue Ocean Inc PY 2023 · 401(k)

Blue Ocean Tech LLC · $2M · 103 · 28th

PHOTO $2M
PHOTO 103
PHOTO 28th
PHOTO 401(k)
PHOTO near Valley Geriatric Medical Group Inc. 401(k) Plan
PHOTO ind #930

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 Transportation & Warehousing retirement plans → · Plans in Oregon →

End-of-year total assets ($M) among Blue Ocean Tech LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)	$848K
Net Assets (End of Year)	$2M
Net Income	$748K
Employer EIN	474776488
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Blue Ocean Inc)

Latest sponsor-wide plan assets: $2M 171.71383445645083% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	104	$848K
2023	1	103	$2M
2024	1	127	$2M

Nearby 401(k) Plans in Oregon

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

Blue Ocean Tech LLC vs. nearby 401(k) plans in Oregon, assets vs. participants

401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
Xpo Logistics Retirement Savings Plan $1.8B · 6,189
Pacificorp K Plus Employee Savings Plan $1.6B · 4,968

Compare Blue Ocean Tech LLC side-by-side with 3 peers →

Blue Ocean Tech LLC's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Valley Geriatric Medical Group Inc. 401(k) Plan in CA ($2M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Valley Geriatric Medical Group Inc. 401(k) Plan (CA) $2M · 2
Svlo, LLC 401(k) Plan (FL) $2M · 11
Tes Holdings, Inc. 401(k) Plan (SC) $2M · 1
Corticare, Inc. 401(k) Plan (CA) $2M · 198

Similar participant headcount

Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.

Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan (IN) 103 · 0 off
Integrated Rehabilitation Services, LLC 401(k) Plan (CT) 103 · 0 off
Beckwith Electronic Engineering 401(k) Plan (TX) 103 · 0 off
S.W. Anderson Company Savings Plan and Trust (IL) 103 · 0 off

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 Tech LLC assets move in 2023? ▼

Blue Ocean Tech LLC surged - up 88.3% during 2023, from $848K to $2M. Reported net income was $748K.

How have Blue Ocean Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Blue Ocean Inc's sponsor-wide assets grew 171.7%, from $848K to $2M.

Which 401(k) plans are similar in size to Blue Ocean Tech LLC? ▼

Among 401(k) plans in other states, the closest by assets is Valley Geriatric Medical Group Inc. 401(k) Plan in CA ($2M, 2 participants).

Which 401(k) plans cover a similar participant headcount to Blue Ocean Tech LLC? ▼

Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 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 474776488.