401(k) · DOL Form 5500 · 2023

Blue Hat Wealth Inc. 401(k) Plan

Data updated 2026-08-25

$53K
Total assets Small plan by assets: 2
Participants Small participant base: 4th
Percentile by assets National rank: $26,537
Avg per participant Low balance/head

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Official DOL plan name: Blue Hat Wealth 401(k) Trust · Sponsored by Blue Hat Wealth Inc. · Georgia · Educational Services

$53K in assets, 2 participants

Blue Hat Wealth Inc.'s Blue Hat Wealth 401(k) Trust reported $53K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

#128 in Educational Services (3,735 peers)

Blue Hat Wealth Inc. multi-year trail

Blue Hat Wealth Inc.'s plans moved +321.1% in assets from 2022 to 2024; this filing shows Blue Hat Wealth 401(k) Trust at $53K / 2 participants.

#128
in Educational Services (3,735 peers): +342.3%
assets growth YoY

Blue Hat Wealth 401(k) Trust among the smaller filed plans by assets

Blue Hat Wealth 401(k) Trust vs every filed plan by assets

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

$53,073 4th percentile higher than 4% 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 Hat Wealth 401(k) 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. Blue Hat Wealth 401(k) Trust is a micro filing (2 participants), the leftmost band.

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 Hat Wealth 401(k) Trust end-of-year assets rose from $12K in the plan year 2022 filing to $53K in the plan year 2023 filing.
Blue Hat Wealth 401(k) Trust reported net income rose from $12K in the plan year 2022 filing to $41K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 874442316 · Blue Hat Wealth Inc. PY 2023 · 401(k)

Blue Hat Wealth 401(k) Trust · $53K · 2 · 4th

PART $53K
TYPE 2
NET 4th
BOOK 401(k)
VS-ST near Ldb Inc. 401(k) Plan
BOY ind #128

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 Educational Services retirement plans → · Plans in Georgia →

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

Blue Hat Wealth Inc. multi-year asset trail

Latest sponsor-wide plan assets: $51K 321.10833333333335% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$12K
2023	1	2	$53K
2024	1	2	$51K

Blue Hat Wealth Inc. filing trail (2023)

Total Assets (Beginning of Year)	$12K
Net Assets (End of Year)	$53K
Net Income	$41K
Employer EIN	874442316
Plan Effective Date	2022-01-17
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Blue Hat Wealth 401(k) Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
Delta 401(k) Retirement Plan $16.2B · 83,136
Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
UPS 401(k) Savings Plan $13.1B · 102,231
The Home Depot Futurebuilder $12.6B · 413,365

Compare Blue Hat Wealth 401(k) Trust side-by-side with 3 peers →

Blue Hat Wealth 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Ldb Inc. 401(k) Plan in ME ($53K); 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 ($53K here).

Ldb Inc. 401(k) Plan (ME) $53K · 2
The Soza Group, Inc. 401(k) Plan/Trust (CA) $53K · 4
Bild Interiors, Inc. 401(k) Profit Sharing Plan (MA) $53K · 1
Grafivel Inc. Retirement Plan (TX) $53K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 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 Hat Wealth 401(k) Trust assets move in 2023? ▼

Blue Hat Wealth 401(k) Trust surged - up 342.3% during 2023, from $12K to $53K. Reported net income was $41K.

How have Blue Hat Wealth Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Blue Hat Wealth Inc.'s sponsor-wide assets grew 321.1%, from $12K to $51K.

Where does Blue Hat Wealth 401(k) Trust rank by assets among Form 5500 filers? ▼

Blue Hat Wealth 401(k) Trust ranks in the 4th 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 Blue Hat Wealth 401(k) Trust? ▼

Among 401(k) plans in other states, the closest by assets is Ldb Inc. 401(k) Plan in ME ($53K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Blue Hat Wealth 401(k) Trust? ▼

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 874442316.