401(k) · DOL Form 5500 · 2023

Blue Ocean Realty, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
72
Participants Small participant base
30th
Percentile by assets National rank
$27,788
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blue Ocean Realty, LLC Retirement Plan · Sponsored by Blue Ocean Realty, LLC · Maryland · Real Estate

$2M in assets, 72 participants

Blue Ocean Realty, LLC's Blue Ocean Realty, LLC Retirement Plan reported $2M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,362 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Blue Ocean Realty, LLC Retirement Plan ranks #2,362 of 4,727 2023 filers by assets (1298% of the sector average)-$2M for 72 participants.

#2,362
in Real Estate (4,727 peers)
+27.0%
assets growth YoY

Blue Ocean Realty, LLC Retirement Plan among the smaller filed plans by assets

Blue Ocean Realty, LLC Retirement Plan vs every filed plan by assets

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

$2,000,724 30th percentile higher than 30% 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 Ocean Realty, LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Ocean Realty, LLC Retirement Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Ocean Realty, LLC Retirement Plan reported net income rose from -$88K in the plan year 2022 filing to $418K in the plan year 2023 filing.
  • Blue Ocean Realty, LLC Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Blue Ocean Realty, LLC Retirement Plan reported participants rose from 71 in the plan year 2022 filing to 72 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 201875198 · Blue Ocean Realty, LLC PY 2023 · 401(k)

Blue Ocean Realty, LLC Retirement Plan · $2M · 72 · 30th

  • ASSETS $2M
  • PCT 72
  • EIN 30th
  • RANK 401(k)
  • PHOTO near Scott and Shuman, P.a. 401(k) Profit Sharing Plan
  • IND ind #2362

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 Real Estate retirement plans → · Plans in Maryland →

Blue Ocean Realty, LLC Retirement Plan in the asset neighbourhood

Blue Ocean Realty, LLC Retirement PlanBlue Ocean Realty, LLC Retir…$2MScott and Shuman, P.a. 401(k) Profit Sharing PlanScott and Shuman, P.a. 401(k…$2MHuntsville Reproductive Medicine, PC 401(k) Profit Sharing PlanHuntsville Reproductive Medi…$2MPpfa Retirement Plan$2MVensana Capital Management, LLC 401(k) PlanVensana Capital Management, …$2M
End-of-year total assets ($M) among Blue Ocean Realty, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$418K
Employer EIN201875198
Plan Effective Date2011-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Ocean Realty, LLC)

Sponsor-wide plan assets over time

All Blue Ocean Realty, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.2523989222524765% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.31M $2.26M ▼ -2.2%
Year Plans Participants Total Assets
2022 3 314 $2M
2023 1 72 $2M
2024 1 74 $2M

Nearby 401(k) Plans in Maryland

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

Blue Ocean Realty, LLC Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Blue Ocean Realty, LLC Retirement Plan, Total assets ($B): 0.002000724 · Participants: 72Blue Ocean Realty, LLC Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Blue Ocean Realty, LLC Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Blue Ocean Realty, LLC Retirement Plan side-by-side with 3 peers →

Blue Ocean Realty, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Scott and Shuman, P.a. 401(k) Profit Sharing Plan in DE ($2M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Ocean Realty, LLC Retirement Plan assets move in 2023? ▼
Blue Ocean Realty, LLC Retirement Plan grew sharply - up 27.0% during 2023, from $2M to $2M. Reported net income was $418K.
How have Blue Ocean Realty, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Ocean Realty, LLC's sponsor-wide assets declined 2.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Blue Ocean Realty, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scott and Shuman, P.a. 401(k) Profit Sharing Plan in DE ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Blue Ocean Realty, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gryphon Healthcare 401(k) Plan in TX (72 participants, N/A 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 201875198.

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.