401(k)
2023 plan-year 401(k) DOL Form 5500

BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BLUE FEDERAL CREDIT UNION

This 401(k) plan holds $21M in total assets and serves 347 participants as of 2023. It is sponsored by BLUE FEDERAL CREDIT UNION in Wyoming. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$21M
Participants
347
State
Industry
Finance & Insurance

What the Filing Says About BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN

BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN is a 401(k) retirement plan sponsored by BLUE FEDERAL CREDIT UNION, headquartered in Wyoming. As of the 2023 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 347 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 830173508, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2023 to $21M at year-end — a gain of 16.1%. Net assets (after liabilities) closed the year at $21M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$21M
Net Assets (End of Year)$21M
Net Income$3M
Plan Type401(k)
Employer EIN830173508
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BLUE FEDERAL CREDIT UNION)

Year Plans Participants Total Assets
2022 1 307 $18M
2023 1 347 $21M
2024 1 362 $29M

Nearby 401(k) Plans in Wyoming

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

Frequently Asked Questions

How much money is in the BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN?
As of the 2023 Form 5500 filing, BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN holds $21M in total assets with 347 participants. It is sponsored by BLUE FEDERAL CREDIT UNION.
What type of plan is BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN?
BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN is a 401(k) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 830173508.
Who sponsors the BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN?
BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN is sponsored by BLUE FEDERAL CREDIT UNION, located in Wyoming. The sponsor's EIN is 830173508 and the plan operates in the Finance & Insurance industry.
How did BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN perform in 2023?
BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN grew by 16.1% during 2023, moving from $18M to $21M in total assets. Net income was $3M.
Where can I find official filings for BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN?
Official Form 5500 filings for BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 830173508 or plan name at efast.dol.gov.
How does BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN compare to other plans?
You can compare BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Wyoming on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 830173508.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.