401(k) · DOL Form 5500 · 2023

Blue Ridge Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
309
Participants Below avg headcount
62nd
Percentile by assets National rank
$37,630
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blue Ridge Companies 401(k) Plan · Sponsored by Blue Ridge Companies, Inc. · North Carolina · Construction

$12M in assets, 309 participants

Blue Ridge Companies, Inc.'s Blue Ridge Companies 401(k) Plan reported $12M in total assets and 309 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,455 in Construction (9,030 peers)

Coverage in North Carolina

Blue Ridge Companies 401(k) Plan covers 309 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $12M.

#5,455
in Construction (9,030 peers)
+17.0%
assets growth YoY

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

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

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

$11,627,601 Top 38% higher than 62% 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 Ridge Companies 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 Ridge Companies 401(k) Plan sits mid-pack in the medium band (309 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Ridge Companies 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Blue Ridge Companies 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Blue Ridge Companies 401(k) Plan reported participants rose from 295 in the plan year 2022 filing to 309 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561985776 · Blue Ridge Companies, Inc. PY 2023 · 401(k)

Blue Ridge Companies 401(k) Plan · $12M · 309 · 62nd

  • PCT $12M
  • PCT 309
  • PCT 62nd
  • PCT 401(k)
  • PCT near Rogers Ford Sales, Inc. 401(k) Plan
  • PCT ind #5455

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 North Carolina →

Blue Ridge Companies 401(k) Plan in the asset neighbourhood

Blue Ridge Companies 401(k) PlanBlue Ridge Companies 401(k) …$12MRogers Ford Sales, Inc. 401(k) PlanRogers Ford Sales, Inc. 401(…$12MScepter, Inc. 401(k) Plan$12MThe Howard School, Inc. 401(k) PlanThe Howard School, Inc. 401(…$12MNextpage 401(k) Profit Sharing PlanNextpage 401(k) Profit Shari…$12M
End-of-year total assets ($M) among Blue Ridge Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN561985776
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Ridge Companies, Inc.)

Sponsor-wide plan assets over time

All Blue Ridge Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 31.117183333740762% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $9.94M $13M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 295 $10M
2023 1 309 $12M
2024 1 345 $13M

Nearby 401(k) Plans in North Carolina

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

Blue Ridge Companies 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Blue Ridge Companies 401(k) Plan, Total assets ($B): 0.011627601 · Participants: 309Blue Ridge Companies 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Blue Ridge Companies 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Blue Ridge Companies 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Rogers Ford Sales, Inc. 401(k) Plan in TX ($12M); by covered participants it is Jams, Inc. 401(k) Retirement Savings Plan in CA (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Ridge Companies 401(k) Plan assets move in 2023? ▼
Blue Ridge Companies 401(k) Plan grew sharply - up 17.0% during 2023, from $10M to $12M. Reported net income was $2M.
How have Blue Ridge Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Ridge Companies, Inc.'s sponsor-wide assets grew 31.1%, from $10M to $13M.
Which 401(k) plans are similar in size to Blue Ridge Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rogers Ford Sales, Inc. 401(k) Plan in TX ($12M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Blue Ridge Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jams, Inc. 401(k) Retirement Savings Plan in CA (309 participants, $50M 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 561985776.

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.