Profit Sharing · DOL Form 5500 · 2023

Blue Rock Products Co. Profit Sharing Plan

Data updated 2026-08-11

$12M
Total assets
77
Participants
62nd
Percentile by assets
$154,851
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Blue Rock Products Company Profit Sharing Plan · Sponsored by Blue Rock Products Co. · Montana · Wholesale Trade

$12M in assets, 77 participants

Blue Rock Products Co.'s Blue Rock Products Company Profit Sharing Plan reported $12M in total assets and 77 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.

  • 62nd percentile by assets (of 127,072 plans)
  • #3,488 in Wholesale Trade (6,309 peers)

Blue Rock Products Co. multi-year trail

Blue Rock Products Co.'s plans moved +25.2% in assets from 2022 to 2024; this filing shows Blue Rock Products Company Profit Sharing Plan at $12M / 77 participants.

$12M
total plan assets (2023 EOY)
77
covered participants
62nd
percentile by assets (of 127,072 plans)
$154,851
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Rock Products Company Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Blue Rock Products Company Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Blue Rock Products Company Profit Sharing Plan reported participants rose from 71 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Blue Rock Products Co. across 3 plan years on file

Across the 3 plan years Blue Rock Products Co. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $13M, a gain of 25.2%, while reported participants moved from 71 to 72 (+1.4%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($10M).

Blue Rock Products Co. multi-year asset trail

$9M$10M$11M$12M$13M 202220232024 $10M $12.6M â–˛ +25.3%
Total plan assets by year, all Blue Rock Products Co. plans on file
Year Plans Participants Total Assets
2022 1 71 $10M
2023 1 77 $12M
2024 1 72 $13M

Blue Rock Products Co. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN810297219
Plan Effective Date1978-03-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

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

Blue Rock Products Company Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants

Blue Rock Products Company Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300 8101214161820 Total assets ($M) Participants Blue Rock Products C…Barrett Hospital Dev…Okeefe Drilling Comp…Langlas & Associates…Cabinet Peaks Medica…Foundant Technologie…
Blue Rock Products Company Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Blue Rock Products Company Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Blue Rock Products Company Profit Sharing Plan assets move in 2023?
Blue Rock Products Company Profit Sharing Plan grew sharply - up 18.8% during 2023, from $10M to $12M. Reported net income was $2M.
How have Blue Rock Products Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Blue Rock Products Co.'s sponsor-wide assets grew 25.2%, from $10M to $13M.
Which Profit Sharing plans are similar in size to Blue Rock Products Company Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Progress Foundation 403(b) Retirement Plan in CA ($12M, 386 participants).

Next read for Blue Rock Products Company Profit Sharin…

Multi-year trail

Ways to act on Blue Rock Products Company Profit Sharing Plan's numbers.