401(k) · DOL Form 5500 · 2023

Bluecore, Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
293
Participants Below avg headcount
64th
Percentile by assets National rank
$43,215
Avg per participant Low balance/head
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Official DOL plan name: Bluecore, Inc. Retirement Trust · Sponsored by Bluecore, Inc · New York · Professional & Technical Services

$13M in assets, 293 participants

Bluecore, Inc's Bluecore, Inc. Retirement Trust reported $13M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,761 in Professional & Technical Services (20,321 peers)

Coverage in New York

Bluecore, Inc. Retirement Trust covers 293 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $13M.

#12,761
in Professional & Technical Services (20,321 peers)
+33.2%
assets growth YoY

Bluecore, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Bluecore, Inc. Retirement Trust vs every filed plan by assets

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

$12,662,097 Top 36% higher than 64% 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

Bluecore, Inc. Retirement Trust 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. Bluecore, Inc. Retirement Trust sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bluecore, Inc. Retirement Trust reported net income rose from $347K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bluecore, Inc. Retirement Trust end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Bluecore, Inc. Retirement Trust reported participants rose from 283 in the plan year 2022 filing to 293 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 462284224 · Bluecore, Inc PY 2023 · 401(k)

Bluecore, Inc. Retirement Trust · $13M · 293 · 64th

  • VS-ST $13M
  • BOY 293
  • SCH 64th
  • EBSA 401(k)
  • PART near Pk Companies Group, LLC 401(k) Plan
  • TYPE ind #12761

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 New York →

Bluecore, Inc. Retirement Trust in the asset neighbourhood

Bluecore, Inc. Retirement TrustBluecore, Inc. Retirement Tr…$13MPk Companies Group, LLC 401(k) PlanPk Companies Group, LLC 401(…$13MSansone Group 401(k) Retirement Savings PlanSansone Group 401(k) Retirem…$13MSrc 401(k) Profit Sharing PlanSrc 401(k) Profit Sharing Pl…$13MBechtel Nr Program Capital Accumulation PlanBechtel Nr Program Capital A…$13M
End-of-year total assets ($M) among Bluecore, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN462284224
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluecore, Inc)

Sponsor-wide plan assets over time

All Bluecore, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$16M 70.96463150381759% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.5M $16.3M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 283 $10M
2023 1 293 $13M
2024 1 250 $16M

Nearby 401(k) Plans in New York

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

Bluecore, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bluecore, Inc. Retirement Trust, Total assets ($B): 0.012662097 · Participants: 293Bluecore, Inc. Retirement TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Bluecore, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bluecore, Inc. Retirement Trust side-by-side with 3 peers →

Bluecore, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pk Companies Group, LLC 401(k) Plan in KS ($13M); by covered participants it is Bueno Foods 401(k) Plan in NM (293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Bluecore, Inc. Retirement Trust assets move in 2023? ▼
Bluecore, Inc. Retirement Trust surged - up 33.2% during 2023, from $10M to $13M. Reported net income was $3M.
How have Bluecore, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bluecore, Inc's sponsor-wide assets grew 71.0%, from $10M to $16M.
Which 401(k) plans are similar in size to Bluecore, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pk Companies Group, LLC 401(k) Plan in KS ($13M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Bluecore, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bueno Foods 401(k) Plan in NM (293 participants, $9M 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 462284224.

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.