401(k) · DOL Form 5500 · 2023

Bluefin Research Partners 401(k) Plan

Data updated 2026-08-25

$589K
Total assets Small plan by assets
7
Participants Small participant base
19th
Percentile by assets National rank
$84,125
Avg per participant Below avg balance/head
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Official DOL plan name: Bluefin Research Partners 401(k) Profit Sharing Plan & Trust · Sponsored by Bluefin Research Partners · Massachusetts · Professional & Technical Services

$589K in assets, 7 participants

Bluefin Research Partners's Bluefin Research Partners 401(k) Profit Sharing Plan & Trust reported $589K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,930 in Professional & Technical Services (20,321 peers)

Bluefin Research Partners multi-year trail

Bluefin Research Partners's plans moved +36.2% in assets from 2022 to 2024; this filing shows Bluefin Research Partners 401(k) Profit Sharing Plan & Trust at $589K / 7 participants.

#2,930
in Professional & Technical Services (20,321 peers)
+24.2%
assets growth YoY

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$588,876 19th percentile higher than 19% 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

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bluefin Research Partners 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bluefin Research Partners 401(k) Profit Sharing Plan & Trust reported net income rose from -$52K in the plan year 2022 filing to $115K in the plan year 2023 filing.
  • Bluefin Research Partners 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $474K in the plan year 2022 filing to $589K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043582463 · Bluefin Research Partners PY 2023 · 401(k)

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust · $589K · 7 · 19th

  • VS-ST $589K
  • BOY 7
  • SCH 19th
  • EBSA 401(k)
  • PART near New York Art Conservation 401(k) Profit Sharing Plan & Trust
  • TYPE ind #2930

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bluefin Research Partners 401(k) Profit Sharing Plan & TrustBluefin Research Partners 40…$589KNew York Art Conservation 401(k) Profit Sharing Plan & TrustNew York Art Conservation 40…$589KUnited Steelworkers of America (Uswa) 401(k) PlanUnited Steelworkers of Ameri…$589KYoung Scholars of Columbus Incorporated 401(k) Profit Sharing PlanYoung Scholars of Columbus I…$589KHoch Inc. 401(k) Plan$589K
End-of-year total assets ($M) among Bluefin Research Partners 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bluefin Research Partners multi-year asset trail

Sponsor-wide plan assets over time

All Bluefin Research Partners plans reported in each filing year

Latest sponsor-wide plan assets
$645K 36.16516734459653% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.47M $0.65M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 7 $474K
2023 1 7 $589K
2024 1 7 $645K

Bluefin Research Partners filing trail (2023)

Total Assets (Beginning of Year)$474K
Net Assets (End of Year)$589K
Net Income$115K
Employer EIN043582463
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bluefin Research Partners 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000588876 · Participants: 7Bluefin Research Partners 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Bluefin Research Partners 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bluefin Research Partners 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bluefin Research Partners 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is New York Art Conservation 401(k) Profit Sharing Plan & Trust in NY ($589K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

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 Bluefin Research Partners 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Bluefin Research Partners 401(k) Profit Sharing Plan & Trust grew sharply - up 24.2% during 2023, from $474K to $589K. Reported net income was $115K.
How have Bluefin Research Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bluefin Research Partners's sponsor-wide assets grew 36.2%, from $474K to $645K.
Where does Bluefin Research Partners 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Bluefin Research Partners 401(k) Profit Sharing Plan & Trust ranks in the 19th 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 Bluefin Research Partners 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is New York Art Conservation 401(k) Profit Sharing Plan & Trust in NY ($589K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Bluefin Research Partners 401(k) Profit Sharing Plan & Trust? ▼
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 043582463.

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.