401(k) · DOL Form 5500 · 2024
Bluerock Therapeutics LP 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 224
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $92,102
- Avg per participant Below avg balance/head
Official DOL plan name: Bluerock Therapeutics US Retirement Plan · Sponsored by Bluerock Therapeutics LP · Massachusetts · Professional & Technical Services
$21M in assets, 224 participants
Bluerock Therapeutics LP's Bluerock Therapeutics US Retirement Plan reported $21M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #14,150 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Bluerock Therapeutics US Retirement Plan covers 224 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.
- #14,150
- in Professional & Technical Services (20,173 peers)
- +65.4%
- assets growth YoY
Bluerock Therapeutics US Retirement Plan's outsized position by total assets
Bluerock Therapeutics US Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,630,806 Top 29% higher than 71% 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
Bluerock Therapeutics US Retirement 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. Bluerock Therapeutics US Retirement Plan sits mid-pack in the medium band (224 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bluerock Therapeutics US Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Bluerock Therapeutics US Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Bluerock Therapeutics US Retirement Plan reported participants rose from 215 in the plan year 2023 filing to 224 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 364841934 · Bluerock Therapeutics LP PY 2024 · 401(k)
Bluerock Therapeutics US Retirement Plan · $21M · 224 · 71st
- EBSA $21M
- EBSA 224
- EBSA 71st
- EBSA 401(k)
- EBSA near Kt Enterprises, Inc. 401(k) Plan
- EBSA ind #14150
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Bluerock Therapeutics US Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $8M |
| Employer EIN | 364841934 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bluerock Therapeutics LP)
Sponsor-wide plan assets over time
All Bluerock Therapeutics LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 207.08880027043003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $7M |
| 2023 | 1 | 215 | $12M |
| 2024 | 1 | 224 | $21M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Bluerock Therapeutics US Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Kt Enterprises, Inc. 401(k) Plan in VA ($21M); by covered participants it is Ideal Ready Mix Company 401(k) Plan in IA (224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Kt Enterprises, Inc. 401(k) Plan (VA) $21M · 290
- Person Centered Services Care Coordination Organization LLC 401(k) Plan (NY) $21M · 797
- Panini America, Inc. 401(k) Plan (TX) $21M · 233
- Wjk Corporation 401(k) Plan (IL) $21M · 346
Similar participant headcount
Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.
- Ideal Ready Mix Company 401(k) Plan (IA) 224 · 0 off
- Sezzle 401(k) Plan (MN) 224 · 0 off
- Four Rivers Combined 401(k) Plan (KY) 224 · 0 off
- Warrior 401(k) Plan (TX) 224 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.