401(k) · DOL Form 5500 · 2024
Trout-Blue Chelan-Magi, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 428
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $19,741
- Avg per participant Low balance/head
Official DOL plan name: Trout-Blue Chelan Magi LLC 401(k) Plan · Sponsored by Trout-Blue Chelan-Magi, LLC · Washington · Wholesale Trade
$8M in assets, 428 participants
Trout-Blue Chelan-Magi, LLC's Trout-Blue Chelan Magi LLC 401(k) Plan reported $8M in total assets and 428 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #2,600 in Wholesale Trade (6,080 peers)
Coverage in Washington
Trout-Blue Chelan Magi LLC 401(k) Plan covers 428 participants in Washington, about 29% of the average Washington filer (state average ~1,476 per filing). Assets: $8M.
- #2,600
- in Wholesale Trade (6,080 peers)
- +5.6%
- assets growth YoY
Trout-Blue Chelan Magi LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Trout-Blue Chelan Magi LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,449,187 Top 48% higher than 52% 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
Trout-Blue Chelan Magi LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trout-Blue Chelan Magi LLC 401(k) Plan sits mid-pack in the medium band (428 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trout-Blue Chelan Magi LLC 401(k) Plan reported net income rose from $63K in the plan year 2023 filing to $446K in the plan year 2024 filing.
- Trout-Blue Chelan Magi LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Trout-Blue Chelan Magi LLC 401(k) Plan reported participants fell from 437 in the plan year 2023 filing to 428 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 910287370 · Trout-Blue Chelan-Magi, LLC PY 2024 · 401(k)
Trout-Blue Chelan Magi LLC 401(k) Plan · $8M · 428 · 52nd
- VS-ST $8M
- VS-ST 428
- VS-ST 52nd
- VS-ST 401(k)
- VS-ST near Kolbe Corp 401(k) and Profit Sharing Plan
- VS-ST ind #2600
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 Wholesale Trade retirement plans → · Plans in Washington →
Trout-Blue Chelan Magi LLC 401(k) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $446K |
| Employer EIN | 910287370 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trout-Blue Chelan-Magi, LLC)
Sponsor-wide plan assets over time
All Trout-Blue Chelan-Magi, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 6.26485964645738% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 502 | $8M |
| 2023 | 1 | 437 | $8M |
| 2024 | 1 | 428 | $8M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Trout-Blue Chelan Magi LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Kolbe Corp 401(k) and Profit Sharing Plan in AZ ($8M); by covered participants it is Saber Fitness/Planet Fitness-401 in CA (428 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Kolbe Corp 401(k) and Profit Sharing Plan (AZ) $8M · 31
- Steven H. Sloan, M.D., Inc. 401(k) Plan (CA) $8M · 3
- Dv01 401(k) Plan (NY) $8M · 135
- Tubes, Inc. 401(k) Plan (TX) $8M · 74
Similar participant headcount
Nearest other-state filings by covered participants (428 participants); asset peers above are excluded.
- Saber Fitness/Planet Fitness-401 (CA) 428 · 0 off
- Elite Roofing Supply 401(k) Plan (AZ) 428 · 0 off
- East Manufacturing Corporation 401(k) Plan (OH) 428 · 0 off
- Peace River Center for Personal Development, Inc. 401(k) Plan (FL) 428 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.