401(k) · DOL Form 5500 · 2023

Blue Chip Partners, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
24
Participants Small participant base
60th
Percentile by assets National rank
$450,584
Avg per participant High balance/head
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Official DOL plan name: Blue Chip Partners, LLC · Sponsored by Blue Chip Partners, LLC · Michigan · Finance & Insurance

$11M in assets, 24 participants

Blue Chip Partners, LLC's Blue Chip Partners, LLC reported $11M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,999 in Finance & Insurance (8,869 peers)

Blue Chip Partners, LLC multi-year trail

Blue Chip Partners, LLC's plans moved +65.1% in assets from 2022 to 2024; this filing shows Blue Chip Partners, LLC at $11M / 24 participants.

#3,999
in Finance & Insurance (8,869 peers)
+30.3%
assets growth YoY

Blue Chip Partners, LLC's mid-pack asset rank among Finance & Insurance and all filers

Blue Chip Partners, LLC vs every filed plan by assets

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

$10,814,027 Top 40% higher than 60% 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 Chip Partners, LLC among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Chip Partners, LLC is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Chip Partners, LLC reported net income rose from $414K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Blue Chip Partners, LLC end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Blue Chip Partners, LLC reported participants rose from 23 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201290017 · Blue Chip Partners, LLC PY 2023 · 401(k)

Blue Chip Partners, LLC · $11M · 24 · 60th

  • BOY $11M
  • BOY 24
  • BOY 60th
  • BOY 401(k)
  • BOY near Alive Hospice, Inc. Employees Retirement Plan
  • BOY ind #3999

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 Finance & Insurance retirement plans → · Plans in Michigan →

Blue Chip Partners, LLC in the asset neighbourhood

New Hope Village 401(k) Plan$11MPlatform Accounting Group 401(k) PlanPlatform Accounting Group 40…$11MBlue Chip Partners, LLC$11MAlive Hospice, Inc. Employees Retirement PlanAlive Hospice, Inc. Employee…$11MIngo Money, Inc 401(k) Plan$11M
End-of-year total assets ($M) among Blue Chip Partners, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Blue Chip Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Blue Chip Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 65.081859128549% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.3M $13.7M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 23 $8M
2023 1 24 $11M
2024 1 28 $14M

Blue Chip Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN201290017
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Blue Chip Partners, LLC vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Blue Chip Partners, LLC, Total assets ($B): 0.010814027 · Participants: 24Blue Chip Partners, LLCGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Blue Chip Partners, LLC vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Blue Chip Partners, LLC side-by-side with 3 peers →

Blue Chip Partners, LLC's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Alive Hospice, Inc. Employees Retirement Plan in TN ($11M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Chip Partners, LLC assets move in 2023? ▼
Blue Chip Partners, LLC surged - up 30.3% during 2023, from $8M to $11M. Reported net income was $3M.
How have Blue Chip Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Chip Partners, LLC's sponsor-wide assets grew 65.1%, from $8M to $14M.
Which 401(k) plans are similar in size to Blue Chip Partners, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Alive Hospice, Inc. Employees Retirement Plan in TN ($11M, 327 participants).
Which 401(k) plans cover a similar participant headcount to Blue Chip Partners, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 201290017.

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.