401(k) · DOL Form 5500 · 2024

Blue Balloons LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
35th
Percentile by assets National rank
$294,492
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blue Balloons LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Blue Balloons LLC · Illinois · Finance & Insurance

$3M in assets, 11 participants

Blue Balloons LLC's Blue Balloons LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,971 in Finance & Insurance (8,549 peers)

Blue Balloons LLC multi-year trail

Blue Balloons LLC's plans moved +34.5% in assets from 2023 to 2024; this filing shows Blue Balloons LLC 401(k) Profit Sharing Plan & Trust at $3M / 11 participants.

#1,971
in Finance & Insurance (8,549 peers)
+34.5%
assets growth YoY

Blue Balloons LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Blue Balloons LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,239,413 35th percentile higher than 35% 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

Blue Balloons LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Balloons LLC 401(k) Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Balloons LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $606K in the plan year 2023 filing to $830K in the plan year 2024 filing.
  • Blue Balloons LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Blue Balloons LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 12 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 853425473 · Blue Balloons LLC PY 2024 · 401(k)

Blue Balloons LLC 401(k) Profit Sharing Plan & Trust · $3M · 11 · 35th

  • EIN $3M
  • EIN 11
  • EIN 35th
  • EIN 401(k)
  • EIN near American Furniture Manufacturing, Inc. 401(k) Plan
  • EIN ind #1971

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 Illinois →

Blue Balloons LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Blue Balloons LLC 401(k) Profit Sharing Plan & TrustBlue Balloons LLC 401(k) Pro…$3MAmerican Furniture Manufacturing, Inc. 401(k) PlanAmerican Furniture Manufactu…$3MPeoples Trust & Savings Bank 401(k) PlanPeoples Trust & Savings Bank…$3MSaga Innovations 401(k) Plan$3MCuritec LLC 401(k) Plan$3M
End-of-year total assets ($M) among Blue Balloons LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Blue Balloons LLC multi-year asset trail

Sponsor-wide plan assets over time

All Blue Balloons LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 34.46033448503152% vs 2023
2024 filing year
$2M$2.5M$3M$3.5M 20232024 $2.41M $3.24M ▲ +34.4%
Year Plans Participants Total Assets
2023 1 12 $2M
2024 1 11 $3M

Blue Balloons LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$830K
Employer EIN853425473
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Blue Balloons LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Blue Balloons LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003239413 · Participants: 11Blue Balloons LLC 401(k) Profit Sharing Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Blue Balloons LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Blue Balloons LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Blue Balloons LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is American Furniture Manufacturing, Inc. 401(k) Plan in MS ($3M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Blue Balloons LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Blue Balloons LLC 401(k) Profit Sharing Plan & Trust surged - up 34.5% during 2024, from $2M to $3M. Reported net income was $830K.
How have Blue Balloons LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Blue Balloons LLC's sponsor-wide assets grew 34.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Blue Balloons LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is American Furniture Manufacturing, Inc. 401(k) Plan in MS ($3M, 353 participants).
Which 401(k) plans cover a similar participant headcount to Blue Balloons LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 853425473.

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.