401(k) · DOL Form 5500 · 2024

Bluestone Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
494
Participants Below avg headcount
75th
Percentile by assets National rank
$51,153
Avg per participant Low balance/head
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Official DOL plan name: Bluestone Physician Services 401(k) Plan · Sponsored by Bluestone Management Services, LLC · Minnesota · Healthcare & Social Assistance

$25M in assets, 494 participants

Bluestone Management Services, LLC's Bluestone Physician Services 401(k) Plan reported $25M in total assets and 494 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,263 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Bluestone Physician Services 401(k) Plan covers 494 participants in Minnesota, about 44% of the average Minnesota filer (state average ~1,126 per filing). Assets: $25M.

#13,263
in Healthcare & Social Assistance (16,916 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bluestone Physician Services 401(k) Plan's outsized position by total assets

Bluestone Physician Services 401(k) Plan vs every filed plan by assets

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

$25,269,564 Top 25% higher than 75% 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

Bluestone Physician Services 401(k) 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. Bluestone Physician Services 401(k) Plan sits mid-pack in the medium band (494 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bluestone Physician Services 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Bluestone Physician Services 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bluestone Physician Services 401(k) Plan reported participants rose from 455 in the plan year 2023 filing to 494 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 462486806 · Bluestone Management Services, LLC PY 2024 · 401(k)

Bluestone Physician Services 401(k) Plan · $25M · 494 · 75th

  • RANK $25M
  • RANK 494
  • RANK 75th
  • RANK 401(k)
  • RANK near Cambridge Brands Inc. Retirement and Savings Plan
  • RANK ind #13263

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Bluestone Physician Services 401(k) Plan in the asset neighbourhood

Bluestone Physician Services 401(k) PlanBluestone Physician Services…$25MCambridge Brands Inc. Retirement and Savings PlanCambridge Brands Inc. Retire…$25MAcero 401(k) Plan$25MPillar Care Continuum 401(k) Retirement PlanPillar Care Continuum 401(k)…$25MJda 401(k) Plan$25M
End-of-year total assets ($M) among Bluestone Physician Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN462486806
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluestone Management Services, LLC)

Sponsor-wide plan assets over time

All Bluestone Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 53.78730441075928% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.4M $25.3M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 346 $16M
2023 1 455 $21M
2024 1 494 $25M

Nearby 401(k) Plans in Minnesota

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

Bluestone Physician Services 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Bluestone Physician Services 401(k) Plan, Total assets ($B): 0.025269564 · Participants: 494Bluestone Physician Services 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Bluestone Physician Services 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bluestone Physician Services 401(k) Plan side-by-side with 3 peers →

Bluestone Physician Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Cambridge Brands Inc. Retirement and Savings Plan in IL ($25M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (494 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (494 participants); 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 Bluestone Physician Services 401(k) Plan assets move in 2024? ▼
Bluestone Physician Services 401(k) Plan grew sharply - up 19.1% during 2024, from $21M to $25M. Reported net income was $4M.
How have Bluestone Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bluestone Management Services, LLC's sponsor-wide assets grew 53.8%, from $16M to $25M.
Where does Bluestone Physician Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Bluestone Physician Services 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bluestone Physician Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cambridge Brands Inc. Retirement and Savings Plan in IL ($25M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Bluestone Physician Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (494 participants, $40M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462486806.

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.