401(k) · DOL Form 5500 · 2024
Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $832,314
- Avg per participant High balance/head
Official DOL plan name: Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan · Sponsored by Blalock-Coleman Funeral Home and Cremation Services Inc. · Kentucky · Other Services
$2M in assets, 2 participants
Blalock-Coleman Funeral Home and Cremation Services Inc.'s Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,033 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan ranks #4,033 of 7,719 2024 filers by assets (1206% of the sector average)-$2M for 2 participants.
- #4,033
- in Other Services (7,719 peers)
- +1.8%
- assets growth YoY
Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan among the smaller filed plans by assets
Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,664,628 28th percentile higher than 28% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $29K in the plan year 2024 filing.
- Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 873920448 · Blalock-Coleman Funeral Home and Cremation Services Inc. PY 2024 · 401(k)
Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan · $2M · 2 · 28th
- EIN $2M
- RANK 2
- PHOTO 28th
- IND 401(k)
- EOY near Frederick Swartz & Co., PC 401(k) Profit Sharing Plan
- 5500 ind #4033
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 Other Services retirement plans → · Plans in Kentucky →
Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $29K |
| Employer EIN | 873920448 |
| Plan Effective Date | 2021-12-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blalock-Coleman Funeral Home and Cremation Services Inc.)
Sponsor-wide plan assets over time
All Blalock-Coleman Funeral Home and Cremation Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 3058.207482735069% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $53K |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 2 | $2M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Frederick Swartz & Co., PC 401(k) Profit Sharing Plan in IA ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.