401(k) · DOL Form 5500 · 2023
Bluerock Capital Markets, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $36,753
- Avg per participant Low balance/head
Official DOL plan name: Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust · Sponsored by Bluerock Capital Markets, LLC · Michigan · Finance & Insurance
$2M in assets, 52 participants
Bluerock Capital Markets, LLC's Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 52 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.
- #1,800 in Finance & Insurance (8,869 peers)
Bluerock Capital Markets, LLC multi-year trail
Bluerock Capital Markets, LLC's plans moved +30.9% in assets from 2023 to 2024; this filing shows Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust at $2M / 52 participants.
- #1,800
- in Finance & Insurance (8,869 peers)
- +40.9%
- assets growth YoY
Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,911,177 30th percentile higher than 30% 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
Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust is a small filing (52 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 203272563 · Bluerock Capital Markets, LLC PY 2023 · 401(k)
Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust · $2M · 52 · 30th
- NET $2M
- NET 52
- NET 30th
- NET 401(k)
- NET near Ave Maria Home Retirement Plan
- NET ind #1800
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 Finance & Insurance retirement plans → · Plans in Michigan →
Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Bluerock Capital Markets, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Bluerock Capital Markets, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 30.933555604739905% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 52 | $2M |
| 2024 | 1 | 51 | $3M |
Bluerock Capital Markets, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $555K |
| Employer EIN | 203272563 |
| Plan Effective Date | 2011-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Ave Maria Home Retirement Plan in TN ($2M); by covered participants it is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Ave Maria Home Retirement Plan (TN) $2M · 227
- Easy Living Inc. 401(k) Plan (MO) $2M · 408
- Southwest Louisiana Area Health Education Center 401(k) Plan (LA) $2M · 95
- Allstar Home Care Agency 401(k) Plan (NY) $2M · 2,109
Similar participant headcount
Nearest other-state filings by covered participants (52 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.