401(k) · DOL Form 5500 · 2022

Blue Ridge Capital, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
1
Participants Small participant base
80th
Percentile by assets National rank
$23.6M
Avg per participant High balance/head
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Official DOL plan name: Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan · Sponsored by Blue Ridge Capital, LLC · New York · Finance & Insurance

$24M in assets, 1 participants

Blue Ridge Capital, LLC's Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan reported $24M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,237 in Finance & Insurance (9,261 peers)

Where Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan sits by assets

Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $24M for 1 participant (~$23.6M/participant), down 32.9% in 2022.

#6,237
in Finance & Insurance (9,261 peers)
-32.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan's outsized position by total assets

Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,629,464 Top 20% higher than 80% of 139,123 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 2022

Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 133891222 · Blue Ridge Capital, LLC PY 2022 · 401(k)

Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan · $24M · 1 · 80th

  • RANK $24M
  • PHOTO 1
  • IND 80th
  • EOY 401(k)
  • 5500 near Sonic.Net, LLC 401(k) Profit Sharing Plan
  • ASSETS ind #6237

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 New York →

Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan in the asset neighbourhood

Blue Ridge Capital, LLC, 401(k) Profit Sharing PlanBlue Ridge Capital, LLC, 401…$24MSonic.Net, LLC 401(k) Profit Sharing PlanSonic.Net, LLC 401(k) Profit…$24MBlankingship & Keith, PC Profit Sharing 401(k) PlanBlankingship & Keith, PC Pro…$24MPocket Gems, Inc. 401(k) Profit Sharing Plan and TrustPocket Gems, Inc. 401(k) Pro…$24MHarris Group Deferred Income Plan and TrustHarris Group Deferred Income…$24M
End-of-year total assets ($M) among Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$24M
Net Income-$12M
Employer EIN133891222
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Ridge Capital, LLC)

Sponsor-wide plan assets over time

All Blue Ridge Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$106M 347.7020172780898% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $23.6M $106M ▲ +347.7%
Year Plans Participants Total Assets
2022 1 1 $24M
2023 1 1 $30M
2024 3 11 $106M

Nearby 401(k) Plans in New York

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

Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan, Total assets ($B): 0.023629464 · Participants: 1Blue Ridge Capital, LLC, 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan side-by-side with 3 peers →

Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sonic.Net, LLC 401(k) Profit Sharing Plan in CA ($24M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan assets move in 2022? ▼
Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan contracted severely - down 32.9% during 2022, from $35M to $24M. Reported net income was -$12M.
How have Blue Ridge Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Ridge Capital, LLC's sponsor-wide assets grew 347.7%, from $24M to $106M.
Where does Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sonic.Net, LLC 401(k) Profit Sharing Plan in CA ($24M, 628 participants).
Which 401(k) plans cover a similar participant headcount to Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133891222.

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.