Defined Benefit (Pension) · DOL Form 5500 · 2023

Blue Sky Blue Sea, Inc. Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
10
Participants Small participant base
54th
Percentile by assets National rank
$808,489
Avg per participant High balance/head
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Official DOL plan name: Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan · Sponsored by Blue Sky Blue Sea, Inc. · California · Transportation & Warehousing

$8M in assets, 10 participants

Blue Sky Blue Sea, Inc.'s Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan reported $8M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,834 in Transportation & Warehousing (3,362 peers)

Blue Sky Blue Sea, Inc. multi-year trail

Blue Sky Blue Sea, Inc.'s plans moved +23.1% in assets from 2022 to 2024; this filing shows Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan at $8M / 10 participants.

#1,834
in Transportation & Warehousing (3,362 peers)
+18.5%
assets growth YoY

Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$8,084,893 Top 46% higher than 54% 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 Sky Blue Sea, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953001369 · Blue Sky Blue Sea, Inc. PY 2023 · Defined Benefit (Pension)

Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan · $8M · 10 · 54th

  • 5500 $8M
  • 5500 10
  • 5500 54th
  • 5500 Defined Benefit (Pension)
  • 5500 near Walbro LLC UAW Local No. 9699 Pension Plan
  • 5500 ind #1834

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 Transportation & Warehousing retirement plans → · Plans in California →

Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Defined Benefit Pension Plan of United Way of Greater ClevelandDefined Benefit Pension Plan…$8MThomas County Federal Savings & Loan Association Retirement PlanThomas County Federal Saving…$8MBlue Sky Blue Sea, Inc. Defined Benefit Pension PlanBlue Sky Blue Sea, Inc. Defi…$8MWalbro LLC UAW Local No. 9699 Pension PlanWalbro LLC UAW Local No. 969…$8MChyronhego Employee's Pension PlanChyronhego Employee's Pensio…$8M
End-of-year total assets ($M) among Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Blue Sky Blue Sea, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blue Sky Blue Sea, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 23.078330670391313% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.82M $8.39M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 10 $7M
2023 1 10 $8M
2024 1 9 $8M

Blue Sky Blue Sea, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN953001369
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.008084893 · Participants: 10Blue Sky Blue Sea, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Walbro LLC UAW Local No. 9699 Pension Plan in OH ($8M); by covered participants it is Lakeside Manufacturing, Inc. Employees' Pension Plan in WI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Sky Blue Sea, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan grew sharply - up 18.5% during 2023, from $7M to $8M. Reported net income was $1M.
How have Blue Sky Blue Sea, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Sky Blue Sea, Inc.'s sponsor-wide assets grew 23.1%, from $7M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Walbro LLC UAW Local No. 9699 Pension Plan in OH ($8M, 31 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Blue Sky Blue Sea, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lakeside Manufacturing, Inc. Employees' Pension Plan in WI (10 participants, $3M 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 953001369.

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.