401(k) · DOL Form 5500 · 2024
Blue Hat Wealth, Inc. 401(k) Plan
Data updated 2026-08-25
- $51K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $25,267
- Avg per participant Low balance/head
Official DOL plan name: Blue Hat Wealth 401(k) Trust · Sponsored by Blue Hat Wealth, Inc. · Georgia · Educational Services
$51K in assets, 2 participants
Blue Hat Wealth, Inc.'s Blue Hat Wealth 401(k) Trust reported $51K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 4th 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.
- #120 in Educational Services (3,638 peers)
Blue Hat Wealth, Inc. multi-year trail
Blue Hat Wealth, Inc.'s plans moved +321.1% in assets from 2022 to 2024; this filing shows Blue Hat Wealth 401(k) Trust at $51K / 2 participants.
- #120
- in Educational Services (3,638 peers)
- -4.8%
- assets change YoY
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Blue Hat Wealth 401(k) Trust among the smaller filed plans by assets
Blue Hat Wealth 401(k) Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,533 4th percentile higher than 4% 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
Blue Hat Wealth 401(k) Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Hat Wealth 401(k) Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Blue Hat Wealth 401(k) Trust reported net income fell from $41K in the plan year 2023 filing to -$3K in the plan year 2024 filing.
- Blue Hat Wealth 401(k) Trust end-of-year assets fell from $53K in the plan year 2023 filing to $51K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 874442316 · Blue Hat Wealth, Inc. PY 2024 · 401(k)
Blue Hat Wealth 401(k) Trust · $51K · 2 · 4th
- BOY $51K
- BOY 2
- BOY 4th
- BOY 401(k)
- BOY near Plankowner Brewing Co. Retirement Plan
- BOY ind #120
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 Educational Services retirement plans → · Plans in Georgia →
Blue Hat Wealth 401(k) Trust in the asset neighbourhood
Blue Hat Wealth, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Blue Hat Wealth, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51K 321.10833333333335% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $12K |
| 2023 | 1 | 2 | $53K |
| 2024 | 1 | 2 | $51K |
Blue Hat Wealth, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $53K |
|---|---|
| Net Assets (End of Year) | $51K |
| Net Income | -$3K |
| Employer EIN | 874442316 |
| Plan Effective Date | 2022-01-17 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Blue Hat Wealth 401(k) Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Plankowner Brewing Co. Retirement Plan in SC ($51K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51K here).
- Plankowner Brewing Co. Retirement Plan (SC) $51K · 4
- Friel Family Enterprises Co. 401(k) Plan (CA) $51K · N/A
- Doc's Pharmacy, Inc. 401(k) Plan (NC) $50K · 17
- Apogee Holdings Corp. 401(k) Plan (NC) $51K · 5
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.