401(k) · DOL Form 5500 · 2024

Bluecore, Inc 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 250
Participants Below avg headcount: 66th
Percentile by assets National rank: $65,000
Avg per participant Low balance/head

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Official DOL plan name: Bluecore, Inc. Retirement Trust · Sponsored by Bluecore, Inc · New York · Information & Media

$16M in assets, 250 participants

Bluecore, Inc's Bluecore, Inc. Retirement Trust reported $16M in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

#1,559 in Information & Media (2,822 peers)

Coverage in New York

Bluecore, Inc. Retirement Trust covers 250 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $16M.

#1,559
in Information & Media (2,822 peers): +28.3%
assets growth YoY

Bluecore, Inc. Retirement Trust's mid-pack asset rank among Information & Media and all filers

Bluecore, Inc. Retirement Trust vs every filed plan by assets

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

$16,250,113 Top 34% higher than 66% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bluecore, Inc. Retirement Trust 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. Bluecore, Inc. Retirement Trust sits mid-pack in the medium band (250 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bluecore, Inc. Retirement Trust end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Bluecore, Inc. Retirement Trust reported participants fell from 293 in the plan year 2023 filing to 250 in the plan year 2024 filing.
Bluecore, Inc. Retirement Trust reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 462284224 · Bluecore, Inc PY 2024 · 401(k)

Bluecore, Inc. Retirement Trust · $16M · 250 · 66th

PCT $16M
PCT 250
PCT 66th
PCT 401(k)
PCT near Our Sunday Visitor, Inc. 401(k) Plan
PCT ind #1559

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 Information & Media retirement plans → · Plans in New York →

End-of-year total assets ($M) among Bluecore, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$16M
Net Income	$4M
Employer EIN	462284224
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bluecore, Inc)

Latest sponsor-wide plan assets: $16M 70.96463150381759% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	283	$10M
2023	1	293	$13M
2024	1	250	$16M

Nearby 401(k) Plans in New York

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

Bluecore, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Bluecore, Inc. Retirement Trust side-by-side with 3 peers →

Bluecore, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Our Sunday Visitor, Inc. 401(k) Plan in IN ($16M); by covered participants it is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Our Sunday Visitor, Inc. 401(k) Plan (IN) $16M · 334
Spitzer Industries, Inc. Ee's Savings & Profit Sharing Plan (TX) $16M · 522
Hank Graff Chevrolet 401(k) Plan & Trust (MI) $16M · 118
Jinon Corporation 401(k) Retirement Plan (CA) $16M · 520

Similar participant headcount

Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.

Grand Care Health Services, LLC 401(k) Plan (CA) 250 · 0 off
Foley Holdings, LLC 401(k) Profit Sharing Plan (CT) 250 · 0 off
Rpm International Inc. Union 401(k) Trust and Plan (OH) 250 · 0 off
Dunham & Jones Attorneys at Law 401(k) Plan (TX) 250 · 0 off

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 Bluecore, Inc. Retirement Trust assets move in 2024? ▼

Bluecore, Inc. Retirement Trust grew sharply - up 28.3% during 2024, from $13M to $16M. Reported net income was $4M.

How have Bluecore, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bluecore, Inc's sponsor-wide assets grew 71.0%, from $10M to $16M.

Which 401(k) plans are similar in size to Bluecore, Inc. Retirement Trust? ▼

Among 401(k) plans in other states, the closest by assets is Our Sunday Visitor, Inc. 401(k) Plan in IN ($16M, 334 participants).

Which 401(k) plans cover a similar participant headcount to Bluecore, Inc. Retirement Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants, $1M 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 462284224.