401(k) · DOL Form 5500 · 2023
Blue Trust Inc. 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 406
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $67,939
- Avg per participant Below avg balance/head
Official DOL plan name: Blue Trust Inc. Retirement Plan · Sponsored by Blue Trust Inc. · Georgia · Finance & Insurance
$28M in assets, 406 participants
Blue Trust Inc.'s Blue Trust Inc. Retirement Plan reported $28M in total assets and 406 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #5,891 in Finance & Insurance (8,869 peers)
Coverage in Georgia
Blue Trust Inc. Retirement Plan covers 406 participants in Georgia, about 37% of the average Georgia filer (state average ~1,096 per filing). Assets: $28M.
- #5,891
- in Finance & Insurance (8,869 peers)
- +57.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Blue Trust Inc. Retirement Plan's outsized position by total assets
Blue Trust Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,583,052 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Blue Trust Inc. Retirement 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. Blue Trust Inc. Retirement Plan sits mid-pack in the medium band (406 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Blue Trust Inc. Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Blue Trust Inc. Retirement Plan reported net income fell from $18M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Blue Trust Inc. Retirement Plan reported participants rose from 361 in the plan year 2022 filing to 406 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 853932468 · Blue Trust Inc. PY 2023 · 401(k)
Blue Trust Inc. Retirement Plan · $28M · 406 · 78th
- 5500 $28M
- 5500 406
- 5500 78th
- 5500 401(k)
- 5500 near Ubg 401(k) - Key Coop
- 5500 ind #5891
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 Georgia →
Blue Trust Inc. Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $10M |
| Employer EIN | 853932468 |
| Plan Effective Date | 2022-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Trust Inc.)
Sponsor-wide plan assets over time
All Blue Trust Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 106.67139003132408% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 361 | $18M |
| 2023 | 1 | 406 | $28M |
| 2024 | 1 | 443 | $36M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Blue Trust Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Ubg 401(k) - Key Coop in IA ($28M); by covered participants it is Motion Pt Group, Inc. 401(k) Plan in NJ (406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Ubg 401(k) - Key Coop (IA) $28M · 261
- Aaa Central Penn 401(k) Plan (PA) $28M · 183
- Aktion Associates, Inc. Retirement Savings Plan (OH) $28M · 201
- Isola USA Corp. 401(k) Savings Plan (AZ) $28M · 288
Similar participant headcount
Nearest other-state filings by covered participants (406 participants); asset peers above are excluded.
- Motion Pt Group, Inc. 401(k) Plan (NJ) 406 · 0 off
- Bedford Industries, Inc. Salary Savings Plan (MN) 406 · 0 off
- Cmt Profit Sharing/401(k) Plan (IL) 406 · 0 off
- Partners Senior Living Options Employee Retirement Plan (MN) 406 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.