401(k) · DOL Form 5500 · 2023
Blue & Co., LLC 401(k) Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 537
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $188,367
- Avg per participant Above avg balance/head
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.
- #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.
- #18,797
- in Professional & Technical Services (20,321 peers)
- +20.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Blue & Co. 401(k) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Blue & Co. 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 & Co. 401(k) Plan sits mid-pack in the medium band (537 participants).
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.
DOL schedule card
Filing strip 351178661 · Blue & Co., LLC PY 2023 · 401(k)
Blue & Co. 401(k) Plan · $101M · 537 · 91st
- ASSETS $101M
- ASSETS 537
- ASSETS 91st
- ASSETS 401(k)
- ASSETS near General Atlantic Service Company, L.P. Retirement Plan
- ASSETS ind #18797
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 Professional & Technical Services retirement plans → · Plans in Indiana →
Blue & Co. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $17M |
| Employer EIN | 351178661 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue & Co., LLC)
Sponsor-wide plan assets over time
All Blue & Co., LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 36.42483363875792% vs 2022
- 2024 filing year
| 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.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Blue & Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is General Atlantic Service Company, L.P. Retirement Plan in NY ($101M); by covered participants it is Del Real Foods, LLC 401(k) Plan in CA (537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
Similar participant headcount
Nearest other-state filings by covered participants (537 participants); asset peers above are excluded.
- Del Real Foods, LLC 401(k) Plan (CA) 537 · 0 off
- Gee Group Inc. Incentive Savings Plan (IL) 537 · 0 off
- Franklin Johnston Group 401(k) Plan (VA) 537 · 0 off
- Alco Manufacturing Corporation LLC 401(k) Plan (OH) 537 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.