401(k) · DOL Form 5500 · 2024

Blum Capital Partners, L.P. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
7
Participants Small participant base
45th
Percentile by assets National rank
$830,114
Avg per participant High balance/head
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Official DOL plan name: Blum Capital Partners, L.P. 401(k) Savings Plan · Sponsored by Blum Capital Partners, L.P. · California · Finance & Insurance

$6M in assets, 7 participants

Blum Capital Partners, L.P.'s Blum Capital Partners, L.P. 401(k) Savings Plan reported $6M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,601 in Finance & Insurance (8,549 peers)

Blum Capital Partners, L.P. multi-year trail

Blum Capital Partners, L.P.'s plans moved +16.5% in assets from 2022 to 2024; this filing shows Blum Capital Partners, L.P. 401(k) Savings Plan at $6M / 7 participants.

#2,601
in Finance & Insurance (8,549 peers)
-5.0%
assets change YoY

The plan reported a net loss of $303K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blum Capital Partners, L.P. 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Blum Capital Partners, L.P. 401(k) Savings Plan vs every filed plan by assets

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

$5,810,800 45th percentile higher than 45% 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

Blum Capital Partners, L.P. 401(k) Savings 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. Blum Capital Partners, L.P. 401(k) Savings Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blum Capital Partners, L.P. 401(k) Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$303K in the plan year 2024 filing.
  • Blum Capital Partners, L.P. 401(k) Savings Plan reported participants fell from 10 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Blum Capital Partners, L.P. 401(k) Savings Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943205364 · Blum Capital Partners, L.P. PY 2024 · 401(k)

Blum Capital Partners, L.P. 401(k) Savings Plan · $6M · 7 · 45th

  • EIN $6M
  • EIN 7
  • EIN 45th
  • EIN 401(k)
  • EIN near Ldf Business Development Corp. 401(k) Plan
  • EIN ind #2601

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 California →

Blum Capital Partners, L.P. 401(k) Savings Plan in the asset neighbourhood

Blum Capital Partners, L.P. 401(k) Savings PlanBlum Capital Partners, L.P. …$6MLdf Business Development Corp. 401(k) PlanLdf Business Development Cor…$6MRimports LLC 401(k) Plan$6MAbsolute Beauty 401(k) Plan$6MRiverkids Houston Therapy LLC 401(k) Ps PlanRiverkids Houston Therapy LL…$6M
End-of-year total assets ($M) among Blum Capital Partners, L.P. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Blum Capital Partners, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Blum Capital Partners, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.51901936175217% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.99M $5.81M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 14 $5M
2023 1 10 $6M
2024 1 7 $6M

Blum Capital Partners, L.P. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$303K
Employer EIN943205364
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Blum Capital Partners, L.P. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Blum Capital Partners, L.P. 401(k) Savings Plan, Total assets ($B): 0.0058108 · Participants: 7Blum Capital Partners, L.P. 401(k) Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Blum Capital Partners, L.P. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Blum Capital Partners, L.P. 401(k) Savings Plan side-by-side with 3 peers →

Blum Capital Partners, L.P. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ldf Business Development Corp. 401(k) Plan in WI ($6M); by covered participants it is Cz14, Inc. 401(k) Plan in DE (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Blum Capital Partners, L.P. 401(k) Savings Plan assets move in 2024? ▼
Blum Capital Partners, L.P. 401(k) Savings Plan edged down modestly - down 5.0% during 2024, from $6M to $6M. Reported net income was -$303K.
How have Blum Capital Partners, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blum Capital Partners, L.P.'s sponsor-wide assets grew 16.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Blum Capital Partners, L.P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ldf Business Development Corp. 401(k) Plan in WI ($6M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Blum Capital Partners, L.P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cz14, Inc. 401(k) Plan in DE (7 participants, $380K 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 943205364.

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.