401(k) · DOL Form 5500 · 2024

Blue Ridge Bank & Trust Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
130
Participants Small participant base
57th
Percentile by assets National rank
$81,489
Avg per participant Below avg balance/head
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Official DOL plan name: Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan · Sponsored by Blue Ridge Bank & Trust Company · Missouri · Finance & Insurance

$11M in assets, 130 participants

Blue Ridge Bank & Trust Company's Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan reported $11M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,491 in Finance & Insurance (8,549 peers)

Coverage in Missouri

Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan covers 130 participants in Missouri, about 18% of the average Missouri filer (state average ~737 per filing). Assets: $11M.

#3,491
in Finance & Insurance (8,549 peers)
+10.5%
assets growth YoY

Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,593,520 Top 43% higher than 57% 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 Ridge Bank & Trust Co. 401(k) Profit Sharing 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. Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan reported net income rose from $556K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan reported participants fell from 135 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 431550520 · Blue Ridge Bank & Trust Company PY 2024 · 401(k)

Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan · $11M · 130 · 57th

  • PART $11M
  • PART 130
  • PART 57th
  • PART 401(k)
  • PART near Ippolito International, LP 401(k) Plan
  • PART ind #3491

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 Missouri →

Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan in the asset neighbourhood

Blue Ridge Bank & Trust Co. 401(k) Profit Sharing PlanBlue Ridge Bank & Trust Co. …$11MIppolito International, LP 401(k) PlanIppolito International, LP 4…$11MEmployer Direct Healthcare LLC 401(k) PlanEmployer Direct Healthcare L…$11MThe Glik Company 401(k) Plan$11MG.U.F.P. 401(k) Savings & Retirement PlanG.U.F.P. 401(k) Savings & Re…$11M
End-of-year total assets ($M) among Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN431550520
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Ridge Bank & Trust Company)

Sponsor-wide plan assets over time

All Blue Ridge Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$14M 23.76926932949238% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.3M $13.9M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 246 $11M
2023 2 244 $12M
2024 2 238 $14M

Nearby 401(k) Plans in Missouri

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

Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.01059352 · Participants: 130Blue Ridge Bank & Trust Co. 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Ippolito International, LP 401(k) Plan in CA ($11M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Ridge Bank & Trust Co. 401(k) Profit Sharing Plan assets move in 2024? ▼
Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan grew at a solid clip - up 10.5% during 2024, from $10M to $11M. Reported net income was $1M.
How have Blue Ridge Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Ridge Bank & Trust Company's sponsor-wide assets grew 23.8%, from $11M to $14M.
Which 401(k) plans are similar in size to Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ippolito International, LP 401(k) Plan in CA ($11M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Blue Ridge Bank & Trust Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 431550520.

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.