401(k) · DOL Form 5500 · 2023

Bluevine Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
357
Participants Below avg headcount
69th
Percentile by assets National rank
$45,099
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bluevine Inc. 401(k) Plan · Sponsored by Bluevine Inc. · New Jersey · Finance & Insurance

$16M in assets, 357 participants

Bluevine Inc.'s Bluevine Inc. 401(k) Plan reported $16M in total assets and 357 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,796 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Bluevine Inc. 401(k) Plan covers 357 participants in New Jersey, about 42% of the average New Jersey filer (state average ~844 per filing). Assets: $16M.

#4,796
in Finance & Insurance (8,869 peers)
+59.5%
assets growth YoY

Bluevine Inc. 401(k) Plan's outsized position by total assets

Bluevine Inc. 401(k) Plan vs every filed plan by assets

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

$16,100,172 Top 31% higher than 69% 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

Bluevine Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bluevine Inc. 401(k) Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bluevine Inc. 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bluevine Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Bluevine Inc. 401(k) Plan reported participants rose from 334 in the plan year 2022 filing to 357 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463229218 · Bluevine Inc. PY 2023 · 401(k)

Bluevine Inc. 401(k) Plan · $16M · 357 · 69th

  • EBSA $16M
  • PART 357
  • TYPE 69th
  • NET 401(k)
  • BOOK near Youth Co-Op, Inc. Retirement Plan
  • VS-ST ind #4796

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 New Jersey →

Bluevine Inc. 401(k) Plan in the asset neighbourhood

Bluevine Inc. 401(k) Plan$16MYouth Co-Op, Inc. Retirement PlanYouth Co-Op, Inc. Retirement…$16MTrident Solutions, Inc. 401(k) Retirement PlanTrident Solutions, Inc. 401(…$16MTampa Bay Steel Corporation Salary Savings PlanTampa Bay Steel Corporation …$16MJ. P. Noonan 401(k) Retirement PlanJ. P. Noonan 401(k) Retireme…$16M
End-of-year total assets ($M) among Bluevine Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$16M
Net Income$6M
Employer EIN463229218
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluevine Inc.)

Sponsor-wide plan assets over time

All Bluevine Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 96.23907435015887% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.1M $19.8M ▲ +96.2%
Year Plans Participants Total Assets
2022 1 334 $10M
2023 1 357 $16M
2024 1 363 $20M

Nearby 401(k) Plans in New Jersey

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

Bluevine Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Bluevine Inc. 401(k) Plan, Total assets ($B): 0.016100172 · Participants: 357Bluevine Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Bluevine Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bluevine Inc. 401(k) Plan side-by-side with 3 peers →

Bluevine Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Youth Co-Op, Inc. Retirement Plan in FL ($16M); by covered participants it is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Bluevine Inc. 401(k) Plan assets move in 2023? ▼
Bluevine Inc. 401(k) Plan surged - up 59.5% during 2023, from $10M to $16M. Reported net income was $6M.
How have Bluevine Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bluevine Inc.'s sponsor-wide assets grew 96.2%, from $10M to $20M.
Which 401(k) plans are similar in size to Bluevine Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Youth Co-Op, Inc. Retirement Plan in FL ($16M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Bluevine Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants, $9M 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 463229218.

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.