Profit Sharing · DOL Form 5500 · 2023

Bluestone Health Association, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
120
Participants Small participant base
39th
Percentile by assets National rank
$31,184
Avg per participant Low balance/head
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Official DOL plan name: Bluestone Health Association, Inc. 403(b) Plan · Sponsored by Bluestone Health Association, Inc. · West Virginia · Healthcare & Social Assistance

$4M in assets, 120 participants

Bluestone Health Association, Inc.'s Bluestone Health Association, Inc. 403(b) Plan reported $4M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,316 in Healthcare & Social Assistance (17,684 peers)

Coverage in West Virginia

Bluestone Health Association, Inc. 403(b) Plan covers 120 participants in West Virginia, about 26% of the average West Virginia filer (state average ~467 per filing). Assets: $4M.

#7,316
in Healthcare & Social Assistance (17,684 peers)
+27.3%
assets growth YoY

Bluestone Health Association, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bluestone Health Association, Inc. 403(b) Plan vs every filed plan by assets

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

$3,742,087 39th percentile higher than 39% 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

Bluestone Health Association, Inc. 403(b) 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. Bluestone Health Association, Inc. 403(b) Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bluestone Health Association, Inc. 403(b) Plan reported net income rose from $29K in the plan year 2022 filing to $802K in the plan year 2023 filing.
  • Bluestone Health Association, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bluestone Health Association, Inc. 403(b) Plan reported participants fell from 127 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 310899730 · Bluestone Health Association, Inc. PY 2023 · Profit Sharing

Bluestone Health Association, Inc. 403(b) Plan · $4M · 120 · 39th

  • ASSETS $4M
  • PCT 120
  • EIN 39th
  • RANK Profit Sharing
  • PHOTO near Pleasant Garden Family Practice Employees' Savings Plan and Trust
  • IND ind #7316

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 Healthcare & Social Assistance retirement plans → · Plans in West Virginia →

Bluestone Health Association, Inc. 403(b) Plan in the asset neighbourhood

Bluestone Health Association, Inc. 403(b) PlanBluestone Health Association…$4MPleasant Garden Family Practice Employees' Savings Plan and TrustPleasant Garden Family Pract…$4MCooperativa De Ahorro Y Credito De Barranquitas Salary Deferral Retirement PlanCooperativa De Ahorro Y Cred…$4MSky Ranches, Inc. 403(b)(7) PlanSky Ranches, Inc. 403(b)(7) …$4MSchc Companies, Inc. Profit Sharing PlanSchc Companies, Inc. Profit …$4M
End-of-year total assets ($M) among Bluestone Health Association, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$802K
Employer EIN310899730
Plan Effective Date2012-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluestone Health Association, Inc.)

Sponsor-wide plan assets over time

All Bluestone Health Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 58.729916306250075% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.94M $4.67M ▲ +58.8%
Year Plans Participants Total Assets
2022 1 127 $3M
2023 1 120 $4M
2024 1 137 $5M

Nearby Profit Sharing Plans in West Virginia

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

Bluestone Health Association, Inc. 403(b) Plan vs. nearby Profit Sharing plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -50050100150200 Total assets ($M) Participants Bluestone Health Association, Inc. 403(b) Plan, Total assets ($M): 3.742087 · Participants: 120Bluestone Health Association, Inc. 403(b) PlanWest Virginia Laborers Profit Sharing Plan, Total assets ($M): 150.972254 · Participants: 5751West Virginia Laborers Profit Sharing PlanInt Brotherhood of Electrical Workers Local 141 Profit Sharing Plan, Total assets ($M): 104.30095 · Participants: 225Int Brotherhood of Electrical Workers Local 141 Profit Sharing PlanI.U.O.E. Local #132 Annuity & Savings Fund, Total assets ($M): 100.212407 · Participants: 7765I.U.O.E. Local #132 Annuity & Savings FundIronworkers Local Union 549 and 550 Security Plan, Total assets ($M): 52.76328 · Participants: 3624Ironworkers Local Union 549 and 550 Security PlanThe Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc., Total assets ($M): 48.541861 · Participants: 274The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc.
Bluestone Health Association, Inc. 403(b) Plan vs. nearby Profit Sharing plans in West Virginia, assets vs. participants
Compare Bluestone Health Association, Inc. 403(b) Plan side-by-side with 3 peers →

Bluestone Health Association, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside West Virginia, the nearest Profit Sharing by assets is Pleasant Garden Family Practice Employees' Savings Plan and Trust in NC ($4M); by covered participants it is Center for the Collaborative Classroom 403(b) DC Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Bluestone Health Association, Inc. 403(b) Plan assets move in 2023? ▼
Bluestone Health Association, Inc. 403(b) Plan grew sharply - up 27.3% during 2023, from $3M to $4M. Reported net income was $802K.
How have Bluestone Health Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bluestone Health Association, Inc.'s sponsor-wide assets grew 58.7%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Bluestone Health Association, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pleasant Garden Family Practice Employees' Savings Plan and Trust in NC ($4M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Bluestone Health Association, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Center for the Collaborative Classroom 403(b) DC Plan in CA (120 participants, $20M 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 310899730.

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.