401(k)
2023 plan-year 401(k) DOL Form 5500

Bluebird Bio, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bluebird Bio, Inc. · Massachusetts · Professional & Technical Services

What the 2023 filing shows

Bluebird Bio, Inc. 401(k) Plan holds $77M for 310 participants — about $247,747 per participant, up 24.4% over the 2023 plan year.

$77M
total plan assets (2023 EOY)
310
covered participants
$247,747
avg assets per participant
+24.4%
assets growth YoY
Total Assets (2023)
$77M
Participants
310
Industry
Professional & Technical Services

What the Filing Says About Bluebird Bio, Inc. 401(k) Plan

Bluebird Bio, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Bluebird Bio, Inc., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $77M in total end-of-year assets and covers 310 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 133680878, and the plan has been effective since 1997-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $62M at the beginning of 2023 to $77M at year-end — a gain of 24.4%. Net assets (after liabilities) closed the year at $77M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$62M
Total Assets (End of Year)$77M
Net Assets (End of Year)$77M
Net Income$15M
Plan Type401(k)
Employer EIN133680878
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluebird Bio, Inc.)

Year Plans Participants Total Assets
2022 1 508 $62M
2023 1 310 $77M
2024 1 395 $83M

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Frequently Asked Questions

How much money is in the Bluebird Bio, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Bluebird Bio, Inc. 401(k) Plan holds $77M in total assets with 310 participants. It is sponsored by Bluebird Bio, Inc..
What type of plan is Bluebird Bio, Inc. 401(k) Plan?
Bluebird Bio, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1997-07-01. The plan is filed with the U.S. Department of Labor under EIN 133680878.
Who sponsors the Bluebird Bio, Inc. 401(k) Plan?
Bluebird Bio, Inc. 401(k) Plan is sponsored by Bluebird Bio, Inc., located in Massachusetts. The sponsor's EIN is 133680878 and the plan operates in the Professional & Technical Services industry.
How did Bluebird Bio, Inc. 401(k) Plan perform in 2023?
Bluebird Bio, Inc. 401(k) Plan grew by 24.4% during 2023, moving from $62M to $77M in total assets. Net income was $15M.
Where can I find official filings for Bluebird Bio, Inc. 401(k) Plan?
Official Form 5500 filings for Bluebird Bio, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133680878 or plan name at efast.dol.gov.
How does Bluebird Bio, Inc. 401(k) Plan compare to other plans?
You can compare Bluebird Bio, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 133680878.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.