401(k) · DOL Form 5500 · 2023

Blue Bird Voluntary Money 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
1,646
Participants Near avg headcount
92nd
Percentile by assets National rank
$64,828
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blue Bird 401(k) Plan · Sponsored by Blue Bird Voluntary Money · Georgia · Manufacturing

$107M in assets, 1,646 participants

Blue Bird Voluntary Money's Blue Bird 401(k) Plan reported $107M in total assets and 1,646 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,378 in Manufacturing (18,722 peers)

Where Blue Bird 401(k) Plan sits by assets

Blue Bird 401(k) Plan sits in the top 10% of all filed plans by assets, $107M for 1,646 participants (~$64,828/participant), up 9.7% in 2023.

#16,378
in Manufacturing (18,722 peers)
+9.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Blue Bird 401(k) Plan's outsized position by total assets

Blue Bird 401(k) Plan vs every filed plan by assets

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

$106,707,091 Top 8% higher than 92% 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 Bird 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Bird 401(k) Plan lands in the large band (1,646 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Bird 401(k) Plan reported net income rose from -$34M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Blue Bird 401(k) Plan reported participants fell from 1,876 in the plan year 2022 filing to 1,646 in the plan year 2023 filing.
  • Blue Bird 401(k) Plan end-of-year assets rose from $97M in the plan year 2022 filing to $107M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 580813156 · Blue Bird Voluntary Money PY 2023 · 401(k)

Blue Bird 401(k) Plan · $107M · 1,646 · 92nd

  • VS-ST $107M
  • BOY 1,646
  • SCH 92nd
  • EBSA 401(k)
  • PART near Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust
  • TYPE ind #16378

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 Manufacturing retirement plans → · Plans in Georgia →

Blue Bird 401(k) Plan in the asset neighbourhood

Beall's Employees' Savings TrustBeall's Employees' Savings T…$107MAllied Solutions, LLC 401(k) PlanAllied Solutions, LLC 401(k)…$107MBlue Bird 401(k) Plan$107MWasatch Advisors, LP Deferred Profit Sharing Plan and TrustWasatch Advisors, LP Deferre…$107MZoeller Company Retirement Savings Plan and TrustZoeller Company Retirement S…$107M
End-of-year total assets ($M) among Blue Bird 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$107M
Net Income$9M
Employer EIN580813156
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Bird Voluntary Money)

Sponsor-wide plan assets over time

All Blue Bird Voluntary Money plans reported in each filing year

Latest sponsor-wide plan assets
$116M 42.02156626462733% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $199M $116M ▼ -42.0%
Year Plans Participants Total Assets
2022 2 2,121 $199M
2023 2 1,863 $223M
2024 1 1,865 $116M

Nearby 401(k) Plans in Georgia

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

Blue Bird 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Blue Bird 401(k) Plan, Total assets ($B): 0.106707091 · Participants: 1646Blue Bird 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Blue Bird 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Blue Bird 401(k) Plan side-by-side with 3 peers →

Blue Bird 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust in UT ($107M); by covered participants it is Strategic Staffing Solutions, Inc. 401(k) Retirement Plan in MI (1,646 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,646 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 Bird 401(k) Plan assets move in 2023? ▼
Blue Bird 401(k) Plan grew at a solid clip - up 9.7% during 2023, from $97M to $107M. Reported net income was $9M.
How have Blue Bird Voluntary Money plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Bird Voluntary Money's sponsor-wide assets declined 42.0%, from $199M to $116M.
Where does Blue Bird 401(k) Plan rank by assets among Form 5500 filers? ▼
Blue Bird 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Blue Bird 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust in UT ($107M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Blue Bird 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Strategic Staffing Solutions, Inc. 401(k) Retirement Plan in MI (1,646 participants, $32M 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 580813156.

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.