Other · DOL Form 5500 · 2023

Blumont, Inc. Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
70
Participants Small participant base
80th
Percentile by assets National rank
$441,039
Avg per participant High balance/head
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Official DOL plan name: Blumont, Inc. 403(b) DC Plan · Sponsored by Blumont, Inc. · Virginia · Healthcare & Social Assistance

$31M in assets, 70 participants

Blumont, Inc.'s Blumont, Inc. 403(b) DC Plan reported $31M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,617 in Healthcare & Social Assistance (17,684 peers)

Where Blumont, Inc. 403(b) DC Plan sits by assets

Blumont, Inc. 403(b) DC Plan sits in the top quartile of all filed plans by assets, $31M for 70 participants (~$441,039/participant), up 11.3% in 2023.

#14,617
in Healthcare & Social Assistance (17,684 peers)
+11.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Blumont, Inc. 403(b) DC Plan's outsized position by total assets

Blumont, Inc. 403(b) DC Plan vs every filed plan by assets

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

$30,872,750 Top 20% higher than 80% 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

Blumont, Inc. 403(b) DC Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blumont, Inc. 403(b) DC Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blumont, Inc. 403(b) DC Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Blumont, Inc. 403(b) DC Plan end-of-year assets rose from $28M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Blumont, Inc. 403(b) DC Plan reported participants rose from 67 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810888072 · Blumont, Inc. PY 2023 · Other

Blumont, Inc. 403(b) DC Plan · $31M · 70 · 80th

  • ASSETS $31M
  • ASSETS 70
  • ASSETS 80th
  • ASSETS Other
  • ASSETS near Bancroft School DC Retirement Plan
  • ASSETS ind #14617

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Blumont, Inc. 403(b) DC Plan in the asset neighbourhood

First Choice Community Healthcare 403(b) PlanFirst Choice Community Healt…$31MBelmont Abbey College Retirement PlanBelmont Abbey College Retire…$31MBlumont, Inc. 403(b) DC Plan$31MBancroft School DC Retirement PlanBancroft School DC Retiremen…$31MThe Art Institute of Chicago Retirement Savings PlanThe Art Institute of Chicago…$31M
End-of-year total assets ($M) among Blumont, Inc. 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN810888072
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blumont, Inc.)

Sponsor-wide plan assets over time

All Blumont, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 26.81389933363211% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.7M $35.2M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 67 $28M
2023 1 70 $31M
2024 1 71 $35M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Blumont, Inc. 403(b) DC Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Blumont, Inc. 403(b) DC Plan, Total assets ($B): 0.03087275 · Participants: 70Blumont, Inc. 403(b) DC PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Blumont, Inc. 403(b) DC Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Blumont, Inc. 403(b) DC Plan side-by-side with 3 peers →

Blumont, Inc. 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Bancroft School DC Retirement Plan in MA ($31M); by covered participants it is Winifred Masterson Burke Medical Research Institute 403(b) DC Plan in NY (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Blumont, Inc. 403(b) DC Plan assets move in 2023? ▼
Blumont, Inc. 403(b) DC Plan grew at a solid clip - up 11.3% during 2023, from $28M to $31M. Reported net income was $3M.
How have Blumont, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blumont, Inc.'s sponsor-wide assets grew 26.8%, from $28M to $35M.
Where does Blumont, Inc. 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Blumont, Inc. 403(b) DC Plan ranks in the 80th 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 Other plans are similar in size to Blumont, Inc. 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Bancroft School DC Retirement Plan in MA ($31M, 113 participants).
Which Other plans cover a similar participant headcount to Blumont, Inc. 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Winifred Masterson Burke Medical Research Institute 403(b) DC Plan in NY (70 participants, $19M 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 810888072.

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.