401(k) · DOL Form 5500 · 2023

Blue-White Industries Ltd 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
123
Participants Small participant base
62nd
Percentile by assets National rank
$96,183
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blue-White Industries Retirement Savings Plan · Sponsored by Blue-White Industries Ltd · California · Wholesale Trade

$12M in assets, 123 participants

Blue-White Industries Ltd's Blue-White Industries Retirement Savings Plan reported $12M in total assets and 123 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.

  • #3,474 in Wholesale Trade (6,309 peers)

Coverage in California

Blue-White Industries Retirement Savings Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $12M.

#3,474
in Wholesale Trade (6,309 peers)
+19.7%
assets growth YoY

Blue-White Industries Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Blue-White Industries Retirement Savings Plan vs every filed plan by assets

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

$11,830,468 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-White Industries Retirement Savings 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-White Industries Retirement Savings Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue-White Industries Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Blue-White Industries Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Blue-White Industries Retirement Savings Plan reported participants rose from 116 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951952927 · Blue-White Industries Ltd PY 2023 · 401(k)

Blue-White Industries Retirement Savings Plan · $12M · 123 · 62nd

  • 5500 $12M
  • 5500 123
  • 5500 62nd
  • 5500 401(k)
  • 5500 near Mgc Group 401(k) Plan
  • 5500 ind #3474

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 Wholesale Trade retirement plans → · Plans in California →

Blue-White Industries Retirement Savings Plan in the asset neighbourhood

Blue-White Industries Retirement Savings PlanBlue-White Industries Retire…$12MMgc Group 401(k) Plan$12MHauser & Wirth, Inc. 401(k) and Profit Sharing PlanHauser & Wirth, Inc. 401(k) …$12MDrivewealth 401(k) Plan$12MAzura Credit Union Capital Accumulation PlanAzura Credit Union Capital A…$12M
End-of-year total assets ($M) among Blue-White Industries Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN951952927
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue-White Industries Ltd)

Sponsor-wide plan assets over time

All Blue-White Industries Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$14M 39.44192029349566% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.88M $13.8M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 116 $10M
2023 1 123 $12M
2024 1 134 $14M

Nearby 401(k) Plans in California

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

Blue-White Industries Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Blue-White Industries Retirement Savings Plan, Total assets ($B): 0.011830468 · Participants: 123Blue-White Industries Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Blue-White Industries Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Blue-White Industries Retirement Savings Plan side-by-side with 3 peers →

Blue-White Industries Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mgc Group 401(k) Plan in NY ($12M); by covered participants it is Sunchase Salary Savings Plan in NC (123 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 (123 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-White Industries Retirement Savings Plan assets move in 2023? ▼
Blue-White Industries Retirement Savings Plan grew sharply - up 19.7% during 2023, from $10M to $12M. Reported net income was $2M.
How have Blue-White Industries Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue-White Industries Ltd's sponsor-wide assets grew 39.4%, from $10M to $14M.
Which 401(k) plans are similar in size to Blue-White Industries Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mgc Group 401(k) Plan in NY ($12M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Blue-White Industries Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 951952927.

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.