401(k) · DOL Form 5500 · 2023

Bluum USA, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets: 570
Participants Below avg headcount: 76th
Percentile by assets National rank: $43,106
Avg per participant Low balance/head

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Official DOL plan name: Bluum 401(k) Plan · Sponsored by Bluum USA, Inc. · Arizona · Other Services

$25M in assets, 570 participants

Bluum USA, Inc.'s Bluum 401(k) Plan reported $25M in total assets and 570 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

#6,878 in Other Services (7,857 peers)

Where Bluum 401(k) Plan sits by assets

Bluum 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 570 participants (~$43,106/participant), up 21.9% in 2023.

#6,878
in Other Services (7,857 peers): +21.9%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

Bluum 401(k) Plan's outsized position by total assets

Bluum 401(k) Plan vs every filed plan by assets

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

$24,570,644 Top 24% higher than 76% 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

Bluum 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. Bluum 401(k) Plan sits mid-pack in the medium band (570 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bluum 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Bluum 401(k) Plan reported participants rose from 213 in the plan year 2022 filing to 570 in the plan year 2023 filing.
Bluum 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860716114 · Bluum USA, Inc. PY 2023 · 401(k)

Bluum 401(k) Plan · $25M · 570 · 76th

ASSETS $25M
PCT 570
EIN 76th
RANK 401(k)
PHOTO near Buchalter Associate Attorney 401(k) Plan
IND ind #6878

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 Other Services retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Bluum 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$25M
Net Income	$4M
Employer EIN	860716114
Plan Effective Date	1983-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bluum USA, Inc.)

Latest sponsor-wide plan assets: $24M 20.11135583102097% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	213	$20M
2023	1	570	$25M
2024	1	551	$24M

Nearby 401(k) Plans in Arizona

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

Bluum 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Bluum 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Buchalter Associate Attorney 401(k) Plan in CA ($25M); by covered participants it is Royal Cup, Inc. 401(k) Retirement Plan in AL (570 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Buchalter Associate Attorney 401(k) Plan (CA) $25M · 138
Kirkpatrick Companies Savings Incentive & Profit Sharing Plan (OK) $25M · 120
Mcbride & Son 401(k) Savings Plan (MO) $25M · 146
Local 813 Savings and Thrift Trust Fund (NY) $25M · 1,143

Similar participant headcount

Nearest other-state filings by covered participants (570 participants); asset peers above are excluded.

Royal Cup, Inc. 401(k) Retirement Plan (AL) 570 · 0 off
Godbersen-Smith Construction Company 401(k) Profit Sharing Plan (IA) 570 · 0 off
Action Gypsum Supply, LP 401(k) Plan (TX) 570 · 0 off
Cvp Retirement Savings Plan (DC) 570 · 0 off

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 Bluum 401(k) Plan assets move in 2023? ▼

Bluum 401(k) Plan grew sharply - up 21.9% during 2023, from $20M to $25M. Reported net income was $4M.

How have Bluum USA, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bluum USA, Inc.'s sponsor-wide assets grew 20.1%, from $20M to $24M.

Where does Bluum 401(k) Plan rank by assets among Form 5500 filers? ▼

Bluum 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Bluum 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Buchalter Associate Attorney 401(k) Plan in CA ($25M, 138 participants).

Which 401(k) plans cover a similar participant headcount to Bluum 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Royal Cup, Inc. 401(k) Retirement Plan in AL (570 participants, $47M 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 860716114.