401(k) · DOL Form 5500 · 2024

Bluestone Bank 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
157
Participants Small participant base
78th
Percentile by assets National rank
$206,448
Avg per participant Above avg balance/head
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Official DOL plan name: Bluestone Bank 401(k) Plan · Sponsored by Bluestone Bank · Massachusetts · Finance & Insurance

$32M in assets, 157 participants

Bluestone Bank's Bluestone Bank 401(k) Plan reported $32M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,669 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Bluestone Bank 401(k) Plan covers 157 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $32M.

#5,669
in Finance & Insurance (8,549 peers)
+13.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$32,412,358 Top 22% higher than 78% 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 Bank 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 Bank 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bluestone Bank 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bluestone Bank 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Bluestone Bank 401(k) Plan reported participants fell from 162 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 041118820 · Bluestone Bank PY 2024 · 401(k)

Bluestone Bank 401(k) Plan · $32M · 157 · 78th

  • EIN $32M
  • RANK 157
  • PHOTO 78th
  • IND 401(k)
  • EOY near Gray Matter Systems, LLC 401(k) Profit Sharing Plan and Trust
  • 5500 ind #5669

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 Massachusetts →

Bluestone Bank 401(k) Plan in the asset neighbourhood

Bluestone Bank 401(k) Plan$32MGray Matter Systems, LLC 401(k) Profit Sharing Plan and TrustGray Matter Systems, LLC 401…$32MLiberty Pumps Profit Sharing 401(k) PlanLiberty Pumps Profit Sharing…$32MCelina Aluminum Precision Technology Inc 401(k) Savings PlanCelina Aluminum Precision Te…$32MOrchard Software Corporation 401(k) Profit Sharing Plan and TrustOrchard Software Corporation…$32M
End-of-year total assets ($M) among Bluestone Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN041118820
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bluestone Bank)

Sponsor-wide plan assets over time

All Bluestone Bank plans reported in each filing year

Latest sponsor-wide plan assets
$32M 27.851482176449032% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.4M $32.4M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 180 $25M
2023 1 162 $28M
2024 1 157 $32M

Nearby 401(k) Plans in Massachusetts

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

Bluestone Bank 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bluestone Bank 401(k) Plan, Total assets ($B): 0.032412358 · Participants: 157Bluestone Bank 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Bluestone Bank 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bluestone Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Gray Matter Systems, LLC 401(k) Profit Sharing Plan and Trust in PA ($32M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Bank 401(k) Plan assets move in 2024? ▼
Bluestone Bank 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $28M to $32M. Reported net income was $4M.
How have Bluestone Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bluestone Bank's sponsor-wide assets grew 27.9%, from $25M to $32M.
Where does Bluestone Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Bluestone Bank 401(k) Plan ranks in the 78th 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 Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gray Matter Systems, LLC 401(k) Profit Sharing Plan and Trust in PA ($32M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Bluestone Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K 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 041118820.

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.