Profit Sharing · DOL Form 5500 · 2023

Blau Mechanical, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
26
Participants Small participant base
58th
Percentile by assets National rank
$371,710
Avg per participant High balance/head
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Official DOL plan name: Blau Mechanical Employee Profit Sharing Trust · Sponsored by Blau Mechanical, Inc. · Kentucky · Construction

$10M in assets, 26 participants

Blau Mechanical, Inc.'s Blau Mechanical Employee Profit Sharing Trust reported $10M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,080 in Construction (9,030 peers)

Blau Mechanical, Inc. multi-year trail

Blau Mechanical, Inc.'s plans moved +48.0% in assets from 2022 to 2024; this filing shows Blau Mechanical Employee Profit Sharing Trust at $10M / 26 participants.

#5,080
in Construction (9,030 peers)
+27.2%
assets growth YoY

Blau Mechanical Employee Profit Sharing Trust's mid-pack asset rank among Construction and all filers

Blau Mechanical Employee Profit Sharing Trust vs every filed plan by assets

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

$9,664,448 Top 42% higher than 58% 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

Blau Mechanical Employee Profit Sharing Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blau Mechanical Employee Profit Sharing Trust is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blau Mechanical Employee Profit Sharing Trust reported net income rose from $280K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Blau Mechanical Employee Profit Sharing Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610662700 · Blau Mechanical, Inc. PY 2023 · Profit Sharing

Blau Mechanical Employee Profit Sharing Trust · $10M · 26 · 58th

  • EBSA $10M
  • EBSA 26
  • EBSA 58th
  • EBSA Profit Sharing
  • EBSA near Destileria Serralles Inc Retirement Plan
  • EBSA ind #5080

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 Construction retirement plans → · Plans in Kentucky →

Blau Mechanical Employee Profit Sharing Trust in the asset neighbourhood

Energy Salvage, Inc. Profit Sharing Plan and TrustEnergy Salvage, Inc. Profit …$10MHenard Metal Fabricators, Inc. Profit Sharing PlanHenard Metal Fabricators, In…$10MBlau Mechanical Employee Profit Sharing TrustBlau Mechanical Employee Pro…$10MDestileria Serralles Inc Retirement PlanDestileria Serralles Inc Ret…$10MLogan University, Inc. Profit Sharing PlanLogan University, Inc. Profi…$10M
End-of-year total assets ($M) among Blau Mechanical Employee Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Blau Mechanical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blau Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 47.95984609802809% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.6M $11.2M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 26 $8M
2023 1 26 $10M
2024 1 28 $11M

Blau Mechanical, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN610662700
Plan Effective Date1974-11-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

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

Blau Mechanical Employee Profit Sharing Trust vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Blau Mechanical Employee Profit Sharing Trust, Total assets ($B): 0.009664448 · Participants: 26Blau Mechanical Employee Profit Sharing TrustCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.614894735 · Participants: 28336Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.279364442 · Participants: 1293IBEW Local 150 Supplemental Pension FundCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.08314617 · Participants: 2989Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.043440542 · Participants: 540Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.037148236 · Participants: 215Ball Homes, LLC Retirement Plan
Blau Mechanical Employee Profit Sharing Trust vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Blau Mechanical Employee Profit Sharing Trust side-by-side with 3 peers →

Blau Mechanical Employee Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Destileria Serralles Inc Retirement Plan in PR ($10M); by covered participants it is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Blau Mechanical Employee Profit Sharing Trust assets move in 2023? ▼
Blau Mechanical Employee Profit Sharing Trust grew sharply - up 27.2% during 2023, from $8M to $10M. Reported net income was $2M.
How have Blau Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blau Mechanical, Inc.'s sponsor-wide assets grew 48.0%, from $8M to $11M.
Which Profit Sharing plans are similar in size to Blau Mechanical Employee Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Destileria Serralles Inc Retirement Plan in PR ($10M, 215 participants).
Which Profit Sharing plans cover a similar participant headcount to Blau Mechanical Employee Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants, $2M 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 610662700.

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.