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

Blue Water Industries LLC 401(k) Savings Plan

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

Sponsored by Blue Water Industries LLC · Florida · Mining & Oil Extraction

What the 2023 filing shows

Blue Water Industries LLC 401(k) Savings Plan holds $16M for 371 participants — about $42,524 per participant, up 33.1% over the 2023 plan year.

$16M
total plan assets (2023 EOY)
371
covered participants
$42,524
avg assets per participant
+33.1%
assets growth YoY
Total Assets (2023)
$16M
Participants
371
State
Industry
Mining & Oil Extraction

What the Filing Says About Blue Water Industries LLC 401(k) Savings Plan

Blue Water Industries LLC 401(k) Savings Plan is a 401(k) retirement plan sponsored by Blue Water Industries LLC, headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 371 participants across the Mining & Oil Extraction industry. The sponsor's EIN on file with the U.S. Department of Labor is 823282506, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2023 to $16M at year-end — a gain of 33.1%. Net assets (after liabilities) closed the year at $16M, with reported net income of $4M 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 1 prior plan-year filing 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)$12M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$4M
Plan Type401(k)
Employer EIN823282506
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Water Industries LLC)

Year Plans Participants Total Assets
2023 1 371 $16M
2024 1 378 $9M

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Frequently Asked Questions

How much money is in the Blue Water Industries LLC 401(k) Savings Plan?
As of the 2023 Form 5500 filing, Blue Water Industries LLC 401(k) Savings Plan holds $16M in total assets with 371 participants. It is sponsored by Blue Water Industries LLC.
What type of plan is Blue Water Industries LLC 401(k) Savings Plan?
Blue Water Industries LLC 401(k) Savings Plan is a 401(k) plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 823282506.
Who sponsors the Blue Water Industries LLC 401(k) Savings Plan?
Blue Water Industries LLC 401(k) Savings Plan is sponsored by Blue Water Industries LLC, located in Florida. The sponsor's EIN is 823282506 and the plan operates in the Mining & Oil Extraction industry.
How did Blue Water Industries LLC 401(k) Savings Plan perform in 2023?
Blue Water Industries LLC 401(k) Savings Plan grew by 33.1% during 2023, moving from $12M to $16M in total assets. Net income was $4M.
Where can I find official filings for Blue Water Industries LLC 401(k) Savings Plan?
Official Form 5500 filings for Blue Water Industries LLC 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 823282506 or plan name at efast.dol.gov.
How does Blue Water Industries LLC 401(k) Savings Plan compare to other plans?
You can compare Blue Water Industries LLC 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Florida 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 823282506.

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.