401(k) · DOL Form 5500 · 2023

Blue Heron Fitness, Inc. 401(k) Plan

Data updated 2026-08-25

$426K
Total assets Small plan by assets
9
Participants Small participant base
17th
Percentile by assets National rank
$47,316
Avg per participant Low balance/head
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Official DOL plan name: Blue Heron Fitness, Inc. 401(k) Plan · Sponsored by Blue Heron Fitness, Inc. · Virginia · Arts, Entertainment & Recreation

$426K in assets, 9 participants

Blue Heron Fitness, Inc.'s Blue Heron Fitness, Inc. 401(k) Plan reported $426K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,111 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Blue Heron Fitness, Inc. 401(k) Plan ranks #1,111 of 2,945 2023 filers by assets (6521% of the sector average)-$426K for 9 participants.

#1,111
in Arts, Entertainment & Recreation (2,945 peers)
+16.1%
assets growth YoY

Blue Heron Fitness, Inc. 401(k) Plan among the smaller filed plans by assets

Blue Heron Fitness, Inc. 401(k) Plan vs every filed plan by assets

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

$425,848 17th percentile higher than 17% 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 Heron Fitness, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Heron Fitness, Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Heron Fitness, Inc. 401(k) Plan reported net income rose from $41K in the plan year 2022 filing to $59K in the plan year 2023 filing.
  • Blue Heron Fitness, Inc. 401(k) Plan end-of-year assets rose from $367K in the plan year 2022 filing to $426K in the plan year 2023 filing.
  • Blue Heron Fitness, Inc. 401(k) Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 454619893 · Blue Heron Fitness, Inc. PY 2023 · 401(k)

Blue Heron Fitness, Inc. 401(k) Plan · $426K · 9 · 17th

  • EBSA $426K
  • EBSA 9
  • EBSA 17th
  • EBSA 401(k)
  • EBSA near Goodrich Accounting, LLC 401(k) Plan
  • EBSA ind #1111

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 Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →

Blue Heron Fitness, Inc. 401(k) Plan in the asset neighbourhood

Blue Heron Fitness, Inc. 401(k) PlanBlue Heron Fitness, Inc. 401…$426KGoodrich Accounting, LLC 401(k) PlanGoodrich Accounting, LLC 401…$426KCharlotte Mecklenburg Public Access Corporation 401(k) PlanCharlotte Mecklenburg Public…$426KMjs Financial Services Corp. Retirement PlanMjs Financial Services Corp.…$426KElikat, Inc. 401(k) Plan$426K
End-of-year total assets ($M) among Blue Heron Fitness, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$367K
Net Assets (End of Year)$426K
Net Income$59K
Employer EIN454619893
Plan Effective Date2012-02-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Heron Fitness, Inc.)

Sponsor-wide plan assets over time

All Blue Heron Fitness, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$384K 66.26865251817784% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.14M $0.38M ▼ -66.7%
Year Plans Participants Total Assets
2022 4 23 $1M
2023 1 9 $426K
2024 1 9 $384K

Nearby 401(k) Plans in Virginia

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

Blue Heron Fitness, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Blue Heron Fitness, Inc. 401(k) Plan, Total assets ($B): 0.000425848 · Participants: 9Blue Heron Fitness, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Blue Heron Fitness, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Blue Heron Fitness, Inc. 401(k) Plan side-by-side with 3 peers →

Blue Heron Fitness, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Goodrich Accounting, LLC 401(k) Plan in AK ($426K); by covered participants it is Flaggship Franchise Incorporated 401(k) Profit Sharing Plan in CT (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Heron Fitness, Inc. 401(k) Plan assets move in 2023? ▼
Blue Heron Fitness, Inc. 401(k) Plan grew sharply - up 16.1% during 2023, from $367K to $426K. Reported net income was $59K.
How have Blue Heron Fitness, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Heron Fitness, Inc.'s sponsor-wide assets declined 66.3%, from $1M to $384K.
Where does Blue Heron Fitness, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Blue Heron Fitness, Inc. 401(k) Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Blue Heron Fitness, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goodrich Accounting, LLC 401(k) Plan in AK ($426K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Blue Heron Fitness, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flaggship Franchise Incorporated 401(k) Profit Sharing Plan in CT (9 participants, N/A 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 454619893.

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.