401(k) · DOL Form 5500 · 2023

Bluestem Health 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
160
Participants Small participant base
44th
Percentile by assets National rank
$30,977
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bluestem Health 401(k) Plan · Sponsored by Bluestem Health · Nebraska · Healthcare & Social Assistance

$5M in assets, 160 participants

Bluestem Health's Bluestem Health 401(k) Plan reported $5M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,505 in Healthcare & Social Assistance (17,684 peers)

Coverage in Nebraska

Bluestem Health 401(k) Plan covers 160 participants in Nebraska, about 29% of the average Nebraska filer (state average ~552 per filing). Assets: $5M.

#8,505
in Healthcare & Social Assistance (17,684 peers)
+31.1%
assets growth YoY

Bluestem Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bluestem Health 401(k) Plan vs every filed plan by assets

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

$4,956,395 44th percentile higher than 44% 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

Bluestem Health 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. Bluestem Health 401(k) Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bluestem Health 401(k) Plan reported net income rose from -$234K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bluestem Health 401(k) Plan reported participants rose from 108 in the plan year 2022 filing to 160 in the plan year 2023 filing.
  • Bluestem Health 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 412056863 · Bluestem Health PY 2023 · 401(k)

Bluestem Health 401(k) Plan · $5M · 160 · 44th

  • PART $5M
  • PART 160
  • PART 44th
  • PART 401(k)
  • PART near Xtalic Corporation 401(k) Plan
  • PART ind #8505

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 Healthcare & Social Assistance retirement plans → · Plans in Nebraska →

Bluestem Health 401(k) Plan in the asset neighbourhood

Bluestem Health 401(k) Plan$5MXtalic Corporation 401(k) PlanXtalic Corporation 401(k) Pl…$5MThe New Orleans Firemen's Federal Credit Union Employee Retirement PlanThe New Orleans Firemen's Fe…$5MManagement Registry 401(k) PlanManagement Registry 401(k) P…$5MSihle Insurance Group, Inc. Savings PlanSihle Insurance Group, Inc. …$5M
End-of-year total assets ($M) among Bluestem Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN412056863
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluestem Health)

Sponsor-wide plan assets over time

All Bluestem Health plans reported in each filing year

Latest sponsor-wide plan assets
$6M 65.06358634780753% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.78M $6.24M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 108 $4M
2023 1 160 $5M
2024 1 176 $6M

Nearby 401(k) Plans in Nebraska

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

Bluestem Health 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Bluestem Health 401(k) Plan, Total assets ($B): 0.004956395 · Participants: 160Bluestem Health 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Bluestem Health 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Bluestem Health 401(k) Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Xtalic Corporation 401(k) Plan in MA ($5M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Bluestem Health 401(k) Plan assets move in 2023? ▼
Bluestem Health 401(k) Plan surged - up 31.1% during 2023, from $4M to $5M. Reported net income was $1M.
How have Bluestem Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bluestem Health's sponsor-wide assets grew 65.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Bluestem Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xtalic Corporation 401(k) Plan in MA ($5M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Bluestem Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 8-Koi, Inc. 401(k) Plan in FL (160 participants, $2M 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 412056863.

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.