401(k) · DOL Form 5500 · 2023

Malones Holding LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,033
Participants Near avg headcount
60th
Percentile by assets National rank
$10,386
Avg per participant Low balance/head
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Official DOL plan name: Bluegrass Hospitality Group 401(k) Plan · Sponsored by Malones Holding LLC · Kentucky · Food Services & Accommodation

$11M in assets, 1,033 participants

Malones Holding LLC's Bluegrass Hospitality Group 401(k) Plan reported $11M in total assets and 1,033 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,323 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Bluegrass Hospitality Group 401(k) Plan ranks #3,323 of 3,828 2023 filers by assets (182% of the sector average)-$11M for 1,033 participants.

#3,323
in Food Services & Accommodation (3,828 peers)
+34.5%
assets growth YoY

Bluegrass Hospitality Group 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Bluegrass Hospitality Group 401(k) Plan vs every filed plan by assets

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

$10,728,860 Top 40% higher than 60% 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

Bluegrass Hospitality Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bluegrass Hospitality Group 401(k) Plan lands in the large band (1,033 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bluegrass Hospitality Group 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bluegrass Hospitality Group 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Bluegrass Hospitality Group 401(k) Plan reported participants rose from 810 in the plan year 2022 filing to 1,033 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201453313 · Malones Holding LLC PY 2023 · 401(k)

Bluegrass Hospitality Group 401(k) Plan · $11M · 1,033 · 60th

  • TYPE $11M
  • NET 1,033
  • BOOK 60th
  • VS-ST 401(k)
  • BOY near Community Based Services, Inc. 401(k) Profit Sharing Plan
  • SCH ind #3323

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

Bluegrass Hospitality Group 401(k) Plan in the asset neighbourhood

Bluegrass Hospitality Group 401(k) PlanBluegrass Hospitality Group …$11MCommunity Based Services, Inc. 401(k) Profit Sharing PlanCommunity Based Services, In…$11MSavings Plan for Union Employees of Gorton'sSavings Plan for Union Emplo…$11MNextphase Medical Devices LLC 401(k) PlanNextphase Medical Devices LL…$11MWilson Trailer Company Retirement Plan for S EmployeesWilson Trailer Company Retir…$11M
End-of-year total assets ($M) among Bluegrass Hospitality Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN201453313
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Malones Holding LLC)

Sponsor-wide plan assets over time

All Malones Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 64.39854373228019% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.98M $13.1M ▲ +64.4%
Year Plans Participants Total Assets
2022 1 810 $8M
2023 1 1,033 $11M
2024 1 1,191 $13M

Nearby 401(k) Plans in Kentucky

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

Bluegrass Hospitality Group 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Bluegrass Hospitality Group 401(k) Plan, Total assets ($B): 0.01072886 · Participants: 1033Bluegrass Hospitality Group 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Bluegrass Hospitality Group 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Bluegrass Hospitality Group 401(k) Plan side-by-side with 3 peers →

Bluegrass Hospitality Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Community Based Services, Inc. 401(k) Profit Sharing Plan in NY ($11M); by covered participants it is Hitachi Rail Sts USA, Inc. Retirement Savings Plan in PA (1,033 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,033 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 Bluegrass Hospitality Group 401(k) Plan assets move in 2023? ▼
Bluegrass Hospitality Group 401(k) Plan surged - up 34.5% during 2023, from $8M to $11M. Reported net income was $3M.
How have Malones Holding LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malones Holding LLC's sponsor-wide assets grew 64.4%, from $8M to $13M.
Which 401(k) plans are similar in size to Bluegrass Hospitality Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Based Services, Inc. 401(k) Profit Sharing Plan in NY ($11M, 417 participants).
Which 401(k) plans cover a similar participant headcount to Bluegrass Hospitality Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hitachi Rail Sts USA, Inc. Retirement Savings Plan in PA (1,033 participants, N/A 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 201453313.

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.