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

Blue Bird 401(k) Plan

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

Sponsored by Blue Bird Voluntary Money · Georgia · Manufacturing

What the 2023 filing shows

Blue Bird 401(k) Plan holds $107M for 1,646 participants — about $64,828 per participant, up 9.7% over the 2023 plan year.

$107M
total plan assets (2023 EOY)
1,646
covered participants
$64,828
avg assets per participant
+9.7%
assets growth YoY
Total Assets (2023)
$107M
Participants
1,646
State
Industry
Manufacturing

What the Filing Says About Blue Bird 401(k) Plan

Blue Bird 401(k) Plan is a 401(k) retirement plan sponsored by Blue Bird Voluntary Money, headquartered in Georgia. As of the 2023 Form 5500 filing, the plan reports $107M in total end-of-year assets and covers 1,646 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 580813156, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $97M at the beginning of 2023 to $107M at year-end — a gain of 9.7%. Net assets (after liabilities) closed the year at $107M, with reported net income of $9M 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)$97M
Total Assets (End of Year)$107M
Net Assets (End of Year)$107M
Net Income$9M
Plan Type401(k)
Employer EIN580813156
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Bird Voluntary Money)

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.

Frequently Asked Questions

How much money is in the Blue Bird 401(k) Plan?
As of the 2023 Form 5500 filing, Blue Bird 401(k) Plan holds $107M in total assets with 1,646 participants. It is sponsored by Blue Bird Voluntary Money.
What type of plan is Blue Bird 401(k) Plan?
Blue Bird 401(k) Plan is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 580813156.
Who sponsors the Blue Bird 401(k) Plan?
Blue Bird 401(k) Plan is sponsored by Blue Bird Voluntary Money, located in Georgia. The sponsor's EIN is 580813156 and the plan operates in the Manufacturing industry.
How did Blue Bird 401(k) Plan perform in 2023?
Blue Bird 401(k) Plan grew by 9.7% during 2023, moving from $97M to $107M in total assets. Net income was $9M.
Where can I find official filings for Blue Bird 401(k) Plan?
Official Form 5500 filings for Blue Bird 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 580813156 or plan name at efast.dol.gov.
How does Blue Bird 401(k) Plan compare to other plans?
You can compare Blue Bird 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Georgia 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 580813156.

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.