401(k) · DOL Form 5500 · 2023

Blue Ridge Capital, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
1
Participants Small participant base
79th
Percentile by assets National rank
$30.0M
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

$30M in assets, 1 participants

Blue Ridge Capital, LLC's Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan reported $30M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,047 in Finance & Insurance (8,869 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, $30M for 1 participant (~$30.0M/participant), up 26.9% in 2023.

#6,047
in Finance & Insurance (8,869 peers)
+26.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$29,992,704 Top 21% higher than 79% of 127,068 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 2023

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

Plan-year 2023 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.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133891222 · Blue Ridge Capital, LLC PY 2023 · 401(k)

Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan · $30M · 1 · 79th

  • IND $30M
  • IND 1
  • IND 79th
  • IND 401(k)
  • IND near Nnn Reit, Inc. Retirement Plan
  • IND ind #6047

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

Cambridge Healthcare Services, LLC 401(k) PlanCambridge Healthcare Service…$30MBlue Ridge Capital, LLC, 401(k) Profit Sharing PlanBlue Ridge Capital, LLC, 401…$30MNnn Reit, Inc. Retirement PlanNnn Reit, Inc. Retirement Pl…$30MAtlantic Coast Automotive, Inc. 401(k) PlanAtlantic Coast Automotive, I…$30MSoftware Engineering Professionals, Inc. Profit Sharing PlanSoftware Engineering Profess…$30M
End-of-year total assets ($M) among Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
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 -20020406080 Total assets ($B) Participants Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan, Total assets ($B): 0.029992704 · Participants: 1Blue Ridge Capital, LLC, 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The 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 Nnn Reit, Inc. Retirement Plan in FL ($30M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (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 2023. 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 2023? ▼
Blue Ridge Capital, LLC, 401(k) Profit Sharing Plan grew sharply - up 26.9% during 2023, from $24M to $30M. Reported net income was $6M.
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 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Nnn Reit, Inc. Retirement Plan in FL ($30M, 76 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 Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.