401(k) · DOL Form 5500 · 2023

Blue & Co., LLC 401(k) Plan

Data updated 2026-08-11

$101M
Total assets
537
Participants
91st
Percentile by assets
$188,367
Avg per participant
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Official DOL plan name: Blue & Co. 401(k) Plan · Sponsored by Blue & Co., LLC · Indiana · Professional & Technical Services

$101M in assets, 537 participants

Blue & Co., LLC's Blue & Co. 401(k) Plan reported $101M in total assets and 537 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #18,797 in Professional & Technical Services (20,321 peers)

Where Blue & Co. 401(k) Plan sits by assets

Blue & Co. 401(k) Plan sits in the top 10% of all filed plans by assets, $101M for 537 participants (~$188,367/participant), up 20.4% in 2023.

$101M
total plan assets (2023 EOY)
537
covered participants
91st
percentile by assets (of 127,072 plans)
$188,367
avg assets per participant

Where Blue & Co. 401(k) Plan sits by total assets

Blue & Co. 401(k) Plan vs every filed plan by assets

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

$101,153,263 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue & Co. 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Blue & Co. 401(k) Plan end-of-year assets rose from $84M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Blue & Co. 401(k) Plan reported participants rose from 481 in the plan year 2022 filing to 537 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Indiana
Industry
Professional & Technical Services

Blue & Co. 401(k) Plan vs the 2023 asset distribution

By assets, Blue & Co. 401(k) Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$101M
Net Income$17M
Employer EIN351178661
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue & Co., LLC)

$80M$90M$100M$110M$120M 202220232024 $84M $115M ▲ +36.4%
Total plan assets by year, all Blue & Co., LLC plans on file
Year Plans Participants Total Assets
2022 1 481 $84M
2023 1 537 $101M
2024 1 547 $115M

Nearby 401(k) Plans in Indiana

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

Blue & Co. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Blue & Co. 401(k) Plan, Total assets ($B): 0.101153263 · Participants: 537Blue & Co. 401(k) PlanThe Lilly Employee 4…, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 4…Elevance Health 401(…, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(…Cummins Retirement a…, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc.…
Blue & Co. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Blue & Co. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Blue & Co. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Blue & Co. 401(k) Plan assets move in 2023? ▼
Blue & Co. 401(k) Plan grew sharply - up 20.4% during 2023, from $84M to $101M. Reported net income was $17M.
How have Blue & Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue & Co., LLC's sponsor-wide assets grew 36.4%, from $84M to $115M.
Where does Blue & Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Blue & Co. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Blue & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Atlantic Service Company, L.P. Retirement Plan in NY ($101M, 342 participants).

Next read for Blue & Co. 401(k) Plan

Scale reading

Ways to act on Blue & Co. 401(k) Plan's numbers.

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 351178661.

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.