401(k) · DOL Form 5500 · 2023

Blue Heron Companies, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
213
Participants Below avg headcount
46th
Percentile by assets National rank
$25,246
Avg per participant Low balance/head
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Official DOL plan name: Blue Heron 401(k) Plan · Sponsored by Blue Heron Companies, LLC · Nevada · Construction

$5M in assets, 213 participants

Blue Heron Companies, LLC's Blue Heron 401(k) Plan reported $5M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,970 in Construction (9,030 peers)

Coverage in Nevada

Blue Heron 401(k) Plan covers 213 participants in Nevada, about 34% of the average Nevada filer (state average ~636 per filing). Assets: $5M.

#3,970
in Construction (9,030 peers)
+56.5%
assets growth YoY

Blue Heron 401(k) Plan's mid-pack asset rank among Construction and all filers

Blue Heron 401(k) Plan vs every filed plan by assets

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

$5,377,405 46th percentile higher than 46% 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 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. Blue Heron 401(k) Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Heron 401(k) Plan reported net income rose from $410K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Blue Heron 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Blue Heron 401(k) Plan reported participants rose from 148 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 861125471 · Blue Heron Companies, LLC PY 2023 · 401(k)

Blue Heron 401(k) Plan · $5M · 213 · 46th

  • TYPE $5M
  • TYPE 213
  • TYPE 46th
  • TYPE 401(k)
  • TYPE near Overdrive Marketing Communications 401(k) Profit Sharing Plan & Trust
  • TYPE ind #3970

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 Construction retirement plans → · Plans in Nevada →

Blue Heron 401(k) Plan in the asset neighbourhood

Blue Heron 401(k) Plan$5MOverdrive Marketing Communications 401(k) Profit Sharing Plan & TrustOverdrive Marketing Communic…$5MMauer Chevrolet 401(k) Profit Sharing Plan and TrustMauer Chevrolet 401(k) Profi…$5MBuffalo Ridge Concrete, Inc. 401(k) Plan and TrustBuffalo Ridge Concrete, Inc.…$5MIntegrity, Inc. Salary and Savings PlanIntegrity, Inc. Salary and S…$5M
End-of-year total assets ($M) among Blue Heron 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nevada filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN861125471
Plan Effective Date2016-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Heron Companies, LLC)

Sponsor-wide plan assets over time

All Blue Heron Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 56.51100180452878% vs 2022
2023 filing year
$3M$4M$5M$6M 20222023 $3.44M $5.38M ▲ +56.4%
Year Plans Participants Total Assets
2022 1 148 $3M
2023 2 434 $5M

Nearby 401(k) Plans in Nevada

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

Blue Heron 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Blue Heron 401(k) Plan, Total assets ($B): 0.005377405 · Participants: 213Blue Heron 401(k) PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Blue Heron 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Blue Heron 401(k) Plan side-by-side with 3 peers →

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

Outside Nevada, the nearest 401(k) by assets is Overdrive Marketing Communications 401(k) Profit Sharing Plan & Trust in MA ($5M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 401(k) Plan assets move in 2023? ▼
Blue Heron 401(k) Plan surged - up 56.5% during 2023, from $3M to $5M. Reported net income was $2M.
How have Blue Heron Companies, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Blue Heron Companies, LLC's sponsor-wide assets grew 56.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Blue Heron 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Overdrive Marketing Communications 401(k) Profit Sharing Plan & Trust in MA ($5M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Blue Heron 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 861125471.

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.