401(k) · DOL Form 5500 · 2023

Blue Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$430K
Total assets Small plan by assets
5
Participants Small participant base
17th
Percentile by assets National rank
$85,921
Avg per participant Below avg balance/head
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Official DOL plan name: Blue Ventures, Inc. 401(k) Plan · Sponsored by Blue Ventures, Inc. · Massachusetts · Food Services & Accommodation

$430K in assets, 5 participants

Blue Ventures, Inc.'s Blue Ventures, Inc. 401(k) Plan reported $430K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,697 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Blue Ventures, Inc. 401(k) Plan ranks #1,697 of 3,828 2023 filers by assets (4554% of the sector average)-$430K for 5 participants.

#1,697
in Food Services & Accommodation (3,828 peers)
+30.9%
assets growth YoY

Blue Ventures, Inc. 401(k) Plan among the smaller filed plans by assets

Blue Ventures, Inc. 401(k) Plan vs every filed plan by assets

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

$429,603 17th percentile higher than 17% 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

Blue Ventures, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Ventures, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Ventures, Inc. 401(k) Plan end-of-year assets rose from $328K in the plan year 2022 filing to $430K in the plan year 2023 filing.
  • Blue Ventures, Inc. 401(k) Plan reported net income fell from $126K in the plan year 2022 filing to $101K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463774237 · Blue Ventures, Inc. PY 2023 · 401(k)

Blue Ventures, Inc. 401(k) Plan · $430K · 5 · 17th

  • BOOK $430K
  • BOOK 5
  • BOOK 17th
  • BOOK 401(k)
  • BOOK near Letterio & Hannigan, Cpa's, PC 401(k) Profit Sharing Plan and Trust
  • BOOK ind #1697

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 Massachusetts →

Blue Ventures, Inc. 401(k) Plan in the asset neighbourhood

Blue Ventures, Inc. 401(k) PlanBlue Ventures, Inc. 401(k) P…$430KLetterio & Hannigan, Cpa's, PC 401(k) Profit Sharing Plan and TrustLetterio & Hannigan, Cpa's, …$430KStronger International Inc. 401(k) PlanStronger International Inc. …$430KSunset Sound Retirement Savings PlanSunset Sound Retirement Savi…$429KAptus Upnorth Corp Investment PlanAptus Upnorth Corp Investmen…$430K
End-of-year total assets ($M) among Blue Ventures, Inc. 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)$328K
Net Assets (End of Year)$430K
Net Income$101K
Employer EIN463774237
Plan Effective Date2013-09-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Ventures, Inc.)

Sponsor-wide plan assets over time

All Blue Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$403K 22.694767503861986% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.33M $0.4M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 5 $328K
2023 1 5 $430K
2024 1 5 $403K

Nearby 401(k) Plans in Massachusetts

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

Blue Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Blue Ventures, Inc. 401(k) Plan, Total assets ($B): 0.000429603 · Participants: 5Blue Ventures, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Blue Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Blue Ventures, Inc. 401(k) Plan side-by-side with 3 peers →

Blue Ventures, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Letterio & Hannigan, Cpa's, PC 401(k) Profit Sharing Plan and Trust in NY ($430K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Blue Ventures, Inc. 401(k) Plan assets move in 2023? ▼
Blue Ventures, Inc. 401(k) Plan surged - up 30.9% during 2023, from $328K to $430K. Reported net income was $101K.
How have Blue Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Ventures, Inc.'s sponsor-wide assets grew 22.7%, from $328K to $403K.
Where does Blue Ventures, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Blue Ventures, Inc. 401(k) Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Blue Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Letterio & Hannigan, Cpa's, PC 401(k) Profit Sharing Plan and Trust in NY ($430K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Blue Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 463774237.

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.