401(k) · DOL Form 5500 · 2024

Blue Chip Partners, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
28
Participants Small participant base
63rd
Percentile by assets National rank
$489,410
Avg per participant High balance/head
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Official DOL plan name: Blue Chip Partners, LLC · Sponsored by Blue Chip Partners, LLC · Michigan · Finance & Insurance

$14M in assets, 28 participants

Blue Chip Partners, LLC's Blue Chip Partners, LLC reported $14M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,972 in Finance & Insurance (8,549 peers)

Blue Chip Partners, LLC multi-year trail

Blue Chip Partners, LLC's plans moved +65.1% in assets from 2022 to 2024; this filing shows Blue Chip Partners, LLC at $14M / 28 participants.

#3,972
in Finance & Insurance (8,549 peers)
+26.7%
assets growth YoY

Blue Chip Partners, LLC's mid-pack asset rank among Finance & Insurance and all filers

Blue Chip Partners, LLC vs every filed plan by assets

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

$13,703,493 Top 37% higher than 63% 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 Chip Partners, LLC among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Chip Partners, LLC is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Chip Partners, LLC end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Blue Chip Partners, LLC reported participants rose from 24 in the plan year 2023 filing to 28 in the plan year 2024 filing.
  • Blue Chip Partners, LLC reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 201290017 · Blue Chip Partners, LLC PY 2024 · 401(k)

Blue Chip Partners, LLC · $14M · 28 · 63rd

  • PART $14M
  • PART 28
  • PART 63rd
  • PART 401(k)
  • PART near Hodgdon Powder Co., Inc. 401(k) Plan
  • PART ind #3972

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 Michigan →

Blue Chip Partners, LLC in the asset neighbourhood

Lbucc 401(k) Plan$14MBlue Chip Partners, LLC$14MHodgdon Powder Co., Inc. 401(k) PlanHodgdon Powder Co., Inc. 401…$14MProfit Sharing & Savings Plan for Employees of Cranesville Block Co.,Profit Sharing & Savings Pla…$14MTwin City Die Castings Company 401(k) PlanTwin City Die Castings Compa…$14M
End-of-year total assets ($M) among Blue Chip Partners, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Blue Chip Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Blue Chip Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 65.081859128549% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.3M $13.7M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 23 $8M
2023 1 24 $11M
2024 1 28 $14M

Blue Chip Partners, LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN201290017
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Blue Chip Partners, LLC vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Blue Chip Partners, LLC, Total assets ($B): 0.013703493 · Participants: 28Blue Chip Partners, LLCGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Blue Chip Partners, LLC vs. nearby 401(k) plans in Michigan, assets vs. participants

Blue Chip Partners, LLC's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Hodgdon Powder Co., Inc. 401(k) Plan in KS ($14M); by covered participants it is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Blue Chip Partners, LLC assets move in 2024?
Blue Chip Partners, LLC grew sharply - up 26.7% during 2024, from $11M to $14M. Reported net income was $3M.
How have Blue Chip Partners, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Blue Chip Partners, LLC's sponsor-wide assets grew 65.1%, from $8M to $14M.
Which 401(k) plans are similar in size to Blue Chip Partners, LLC?
Among 401(k) plans in other states, the closest by assets is Hodgdon Powder Co., Inc. 401(k) Plan in KS ($14M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Blue Chip Partners, LLC?
Among 401(k) plans in other states, the closest by covered participants is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants, $2M in assets).