Profit Sharing · DOL Form 5500 · 2024

Blue Jay Assets Inc. Profit Sharing Plan

Data updated 2026-08-25

$338K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$338,174
Avg per participant High balance/head
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Official DOL plan name: Blue Jay Assets Inc. Retirement Plan · Sponsored by Blue Jay Assets Inc. · Kentucky · Other Services

$338K in assets, 1 participants

Blue Jay Assets Inc.'s Blue Jay Assets Inc. Retirement Plan reported $338K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,398 in Other Services (7,719 peers)

Blue Jay Assets Inc. multi-year trail

Blue Jay Assets Inc.'s plans moved +76.4% in assets from 2022 to 2024; this filing shows Blue Jay Assets Inc. Retirement Plan at $338K / 1 participant.

#2,398
in Other Services (7,719 peers)
+61.1%
assets growth YoY

Blue Jay Assets Inc. Retirement Plan among the smaller filed plans by assets

Blue Jay Assets Inc. Retirement Plan vs every filed plan by assets

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

$338,174 14th percentile higher than 14% 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 Jay Assets Inc. Retirement Plan 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 Jay Assets Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Jay Assets Inc. Retirement Plan reported net income rose from $18K in the plan year 2023 filing to $128K in the plan year 2024 filing.
  • Blue Jay Assets Inc. Retirement Plan end-of-year assets rose from $210K in the plan year 2023 filing to $338K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 873316806 · Blue Jay Assets Inc. PY 2024 · Profit Sharing

Blue Jay Assets Inc. Retirement Plan · $338K · 1 · 14th

  • BOOK $338K
  • BOOK 1
  • BOOK 14th
  • BOOK Profit Sharing
  • BOOK near Verity Industrial Group, Inc. Profit Sharing Plan
  • BOOK ind #2398

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 Other Services retirement plans → · Plans in Kentucky →

Blue Jay Assets Inc. Retirement Plan in the asset neighbourhood

Blue Jay Assets Inc. Retirement PlanBlue Jay Assets Inc. Retirem…$338KVerity Industrial Group, Inc. Profit Sharing PlanVerity Industrial Group, Inc…$338KSamsara Fitness Corporation Profit Sharing PlanSamsara Fitness Corporation …$338KKmt Partners, Inc. Profit Sharing PlanKmt Partners, Inc. Profit Sh…$338KViavista, Inc. Retirement PlanViavista, Inc. Retirement Pl…$338K
End-of-year total assets ($M) among Blue Jay Assets Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Blue Jay Assets Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blue Jay Assets Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$338K 76.44198410752206% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.19M $0.34M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 1 $192K
2023 1 1 $210K
2024 1 1 $338K

Blue Jay Assets Inc. filing trail (2024)

Total Assets (Beginning of Year)$210K
Net Assets (End of Year)$338K
Net Income$128K
Employer EIN873316806
Plan Effective Date2021-11-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Blue Jay Assets Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Blue Jay Assets Inc. Retirement Plan, Total assets ($B): 0.000338174 · Participants: 1Blue Jay Assets Inc. Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.941175586 · Participants: 29259Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.310607828 · Participants: 1368IBEW Local 150 Supplemental Pension FundMed Center Health Retirement Savings Plan, Total assets ($B): 0.098723351 · Participants: 3155Med Center Health Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.038855365 · Participants: 594Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.038566019 · Participants: 220Ball Homes, LLC Retirement Plan
Blue Jay Assets Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants

Blue Jay Assets Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Verity Industrial Group, Inc. Profit Sharing Plan in IA ($338K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Blue Jay Assets Inc. Retirement Plan assets move in 2024?
Blue Jay Assets Inc. Retirement Plan surged - up 61.1% during 2024, from $210K to $338K. Reported net income was $128K.
How have Blue Jay Assets Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Blue Jay Assets Inc.'s sponsor-wide assets grew 76.4%, from $192K to $338K.
Where does Blue Jay Assets Inc. Retirement Plan rank by assets among Form 5500 filers?
Blue Jay Assets Inc. Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Blue Jay Assets Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Verity Industrial Group, Inc. Profit Sharing Plan in IA ($338K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Blue Jay Assets Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).