401(k) · DOL Form 5500 · 2023

Bluemont Group Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
791
Participants Near avg headcount
33rd
Percentile by assets National rank
$3,004
Avg per participant Low balance/head
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Official DOL plan name: Bluemont Group Holdings, LLC 401(k) Plan · Sponsored by Bluemont Group Holdings, LLC · Tennessee · Food Services & Accommodation

$2M in assets, 791 participants

Bluemont Group Holdings, LLC's Bluemont Group Holdings, LLC 401(k) Plan reported $2M in total assets and 791 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,630 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Bluemont Group Holdings, LLC 401(k) Plan ranks #2,630 of 3,828 2023 filers by assets (823% of the sector average)-$2M for 791 participants.

#2,630
in Food Services & Accommodation (3,828 peers)
+20.9%
assets growth YoY

Bluemont Group Holdings, LLC 401(k) Plan among the smaller filed plans by assets

Bluemont Group Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$2,376,525 33rd percentile higher than 33% 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

Bluemont Group Holdings, LLC 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. Bluemont Group Holdings, LLC 401(k) Plan sits mid-pack in the medium band (791 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bluemont Group Holdings, LLC 401(k) Plan reported net income rose from $52K in the plan year 2022 filing to $410K in the plan year 2023 filing.
  • Bluemont Group Holdings, LLC 401(k) Plan reported participants rose from 539 in the plan year 2022 filing to 791 in the plan year 2023 filing.
  • Bluemont Group Holdings, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 883397917 · Bluemont Group Holdings, LLC PY 2023 · 401(k)

Bluemont Group Holdings, LLC 401(k) Plan · $2M · 791 · 33rd

  • EOY $2M
  • EOY 791
  • EOY 33rd
  • EOY 401(k)
  • EOY near Sprouts Farmers Market 401(k) Plan
  • EOY ind #2630

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 Tennessee →

Bluemont Group Holdings, LLC 401(k) Plan in the asset neighbourhood

Bluemont Group Holdings, LLC 401(k) PlanBluemont Group Holdings, LLC…$2MSprouts Farmers Market 401(k) PlanSprouts Farmers Market 401(k…$2MMenefee Drywall 401(k) Profit Sharing PlanMenefee Drywall 401(k) Profi…$2MReliable Excavating Co., Inc. 401(k) PlanReliable Excavating Co., Inc…$2MHenry C. Alders Wholesale Florist, Inc. 401(k) Profit Sharing Plan and TrustHenry C. Alders Wholesale Fl…$2M
End-of-year total assets ($M) among Bluemont Group Holdings, LLC 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)$2M
Net Assets (End of Year)$2M
Net Income$410K
Employer EIN883397917
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluemont Group Holdings, LLC)

Sponsor-wide plan assets over time

All Bluemont Group Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.76444764069778% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.97M $2.81M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 539 $2M
2023 1 791 $2M
2024 1 764 $3M

Nearby 401(k) Plans in Tennessee

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

Bluemont Group Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Bluemont Group Holdings, LLC 401(k) Plan, Total assets ($B): 0.002376525 · Participants: 791Bluemont Group Holdings, LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Bluemont Group Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Bluemont Group Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Bluemont Group Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Sprouts Farmers Market 401(k) Plan in CA ($2M); by covered participants it is Buyers Edge Platform 401(k) Plan in MA (791 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (791 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 Bluemont Group Holdings, LLC 401(k) Plan assets move in 2023? ▼
Bluemont Group Holdings, LLC 401(k) Plan grew sharply - up 20.9% during 2023, from $2M to $2M. Reported net income was $410K.
How have Bluemont Group Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bluemont Group Holdings, LLC's sponsor-wide assets grew 42.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Bluemont Group Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sprouts Farmers Market 401(k) Plan in CA ($2M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Bluemont Group Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Buyers Edge Platform 401(k) Plan in MA (791 participants, $52M 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 883397917.

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.