401(k) · DOL Form 5500 · 2024

Bluefin Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
36
Participants Small participant base
60th
Percentile by assets National rank
$341,399
Avg per participant High balance/head
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Official DOL plan name: Bluefin Capital Management, LLC. 401(k) Plan · Sponsored by Bluefin Capital Management, LLC · New York · Finance & Insurance

$12M in assets, 36 participants

Bluefin Capital Management, LLC's Bluefin Capital Management, LLC. 401(k) Plan reported $12M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,775 in Finance & Insurance (8,549 peers)

Bluefin Capital Management, LLC multi-year trail

Bluefin Capital Management, LLC's plans moved +45.3% in assets from 2022 to 2024; this filing shows Bluefin Capital Management, LLC. 401(k) Plan at $12M / 36 participants.

#3,775
in Finance & Insurance (8,549 peers)
+17.2%
assets growth YoY

Bluefin Capital Management, LLC. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Bluefin Capital Management, LLC. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,290,360 Top 40% higher than 60% of 123,620 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 2024

Bluefin Capital Management, LLC. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bluefin Capital Management, LLC. 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bluefin Capital Management, LLC. 401(k) Plan reported participants fell from 50 in the plan year 2023 filing to 36 in the plan year 2024 filing.
  • Bluefin Capital Management, LLC. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Bluefin Capital Management, LLC. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 134176094 · Bluefin Capital Management, LLC PY 2024 · 401(k)

Bluefin Capital Management, LLC. 401(k) Plan · $12M · 36 · 60th

  • IND $12M
  • EOY 36
  • 5500 60th
  • ASSETS 401(k)
  • PCT near P.W. Campbell Contracting Company Profit Sharing Plan
  • EIN ind #3775

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 Finance & Insurance retirement plans → · Plans in New York →

Bluefin Capital Management, LLC. 401(k) Plan in the asset neighbourhood

Bluefin Capital Management, LLC. 401(k) PlanBluefin Capital Management, …$12MP.W. Campbell Contracting Company Profit Sharing PlanP.W. Campbell Contracting Co…$12MTeufelberger Retirement Savings PlanTeufelberger Retirement Savi…$12MPacific States Petroleum, Inc 401(k) Profit Sharing Plan & TruPacific States Petroleum, In…$12MNetplanner Systems, Inc. 401(k) PlanNetplanner Systems, Inc. 401…$12M
End-of-year total assets ($M) among Bluefin Capital Management, LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bluefin Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bluefin Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 45.29613120482903% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.46M $12.3M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 58 $8M
2023 1 50 $10M
2024 1 36 $12M

Bluefin Capital Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN134176094
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Bluefin Capital Management, LLC. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bluefin Capital Management, LLC. 401(k) Plan, Total assets ($B): 0.01229036 · Participants: 36Bluefin Capital Management, LLC. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Bluefin Capital Management, LLC. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bluefin Capital Management, LLC. 401(k) Plan side-by-side with 3 peers →

Bluefin Capital Management, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is P.W. Campbell Contracting Company Profit Sharing Plan in PA ($12M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bluefin Capital Management, LLC. 401(k) Plan assets move in 2024? ▼
Bluefin Capital Management, LLC. 401(k) Plan grew sharply - up 17.2% during 2024, from $10M to $12M. Reported net income was $2M.
How have Bluefin Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bluefin Capital Management, LLC's sponsor-wide assets grew 45.3%, from $8M to $12M.
Which 401(k) plans are similar in size to Bluefin Capital Management, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is P.W. Campbell Contracting Company Profit Sharing Plan in PA ($12M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Bluefin Capital Management, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134176094.

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.