401(k) · DOL Form 5500 · 2023

Blue-Grace Logistics, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
540
Participants Below avg headcount
62nd
Percentile by assets National rank
$21,536
Avg per participant Low balance/head
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Official DOL plan name: Blue-Grace Logistics 401(k) Plan · Sponsored by Blue-Grace Logistics, LLC · Florida · Professional & Technical Services

$12M in assets, 540 participants

Blue-Grace Logistics, LLC's Blue-Grace Logistics 401(k) Plan reported $12M in total assets and 540 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.

  • #12,355 in Professional & Technical Services (20,321 peers)

Blue-Grace Logistics, LLC multi-year trail

Blue-Grace Logistics, LLC's plans moved +74.1% in assets from 2022 to 2024; this filing shows Blue-Grace Logistics 401(k) Plan at $12M / 540 participants.

#12,355
in Professional & Technical Services (20,321 peers)
+42.3%
assets growth YoY

Blue-Grace Logistics 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Blue-Grace Logistics 401(k) Plan vs every filed plan by assets

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

$11,629,236 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-Grace Logistics 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. Blue-Grace Logistics 401(k) Plan sits mid-pack in the medium band (540 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue-Grace Logistics 401(k) Plan reported net income rose from -$52K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Blue-Grace Logistics 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Blue-Grace Logistics 401(k) Plan reported participants rose from 477 in the plan year 2022 filing to 540 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260673770 · Blue-Grace Logistics, LLC PY 2023 · 401(k)

Blue-Grace Logistics 401(k) Plan · $12M · 540 · 62nd

  • IND $12M
  • EOY 540
  • 5500 62nd
  • ASSETS 401(k)
  • PCT near Nextpage 401(k) Profit Sharing Plan
  • EIN ind #12355

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 Professional & Technical Services retirement plans → · Plans in Florida →

Blue-Grace Logistics 401(k) Plan in the asset neighbourhood

Blue-Grace Logistics 401(k) PlanBlue-Grace Logistics 401(k) …$12MNextpage 401(k) Profit Sharing PlanNextpage 401(k) Profit Shari…$12MThe Howard School, Inc. 401(k) PlanThe Howard School, Inc. 401(…$12MC.I. Banker Wire and Iron Works, Inc. 401(k) PlanC.I. Banker Wire and Iron Wo…$12MBlue Ridge Companies 401(k) PlanBlue Ridge Companies 401(k) …$12M
End-of-year total assets ($M) among Blue-Grace Logistics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Blue-Grace Logistics, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Blue-Grace Logistics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 74.09901898985942% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.17M $14.2M ▲ +74.1%
Year Plans Participants Total Assets
2022 1 477 $8M
2023 1 540 $12M
2024 1 566 $14M

Blue-Grace Logistics, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN260673770
Plan Effective Date2011-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Blue-Grace Logistics 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Blue-Grace Logistics 401(k) Plan, Total assets ($B): 0.011629236 · Participants: 540Blue-Grace Logistics 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Blue-Grace Logistics 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Blue-Grace Logistics 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Nextpage 401(k) Profit Sharing Plan in MO ($12M); by covered participants it is 31-W Insulation Co., Inc. Profit Sharing and Retirement Savings Plan in TN (540 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 (540 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-Grace Logistics 401(k) Plan assets move in 2023? ▼
Blue-Grace Logistics 401(k) Plan surged - up 42.3% during 2023, from $8M to $12M. Reported net income was $3M.
How have Blue-Grace Logistics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue-Grace Logistics, LLC's sponsor-wide assets grew 74.1%, from $8M to $14M.
Which 401(k) plans are similar in size to Blue-Grace Logistics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nextpage 401(k) Profit Sharing Plan in MO ($12M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Blue-Grace Logistics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 31-W Insulation Co., Inc. Profit Sharing and Retirement Savings Plan in TN (540 participants, $13M 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 260673770.

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.