401(k) · DOL Form 5500 · 2024

Blue Stone Therapy, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
635
Participants Below avg headcount
50th
Percentile by assets National rank
$12,150
Avg per participant Low balance/head
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Official DOL plan name: Blue Stone Therapy 401(k) Plan · Sponsored by Blue Stone Therapy, Inc. · Iowa · Healthcare & Social Assistance

$8M in assets, 635 participants

Blue Stone Therapy, Inc.'s Blue Stone Therapy 401(k) Plan reported $8M in total assets and 635 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,325 in Healthcare & Social Assistance (16,916 peers)

Blue Stone Therapy, Inc. multi-year trail

Blue Stone Therapy, Inc.'s plans moved +32.3% in assets from 2023 to 2024; this filing shows Blue Stone Therapy 401(k) Plan at $8M / 635 participants.

#9,325
in Healthcare & Social Assistance (16,916 peers)
+32.3%
assets growth YoY

Blue Stone Therapy 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Blue Stone Therapy 401(k) Plan vs every filed plan by assets

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

$7,715,290 Top 50% higher than 50% 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 Stone Therapy 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. Blue Stone Therapy 401(k) Plan sits mid-pack in the medium band (635 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Stone Therapy 401(k) Plan reported net income rose from $570K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Blue Stone Therapy 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Blue Stone Therapy 401(k) Plan reported participants fell from 710 in the plan year 2023 filing to 635 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 841787423 · Blue Stone Therapy, Inc. PY 2024 · 401(k)

Blue Stone Therapy 401(k) Plan · $8M · 635 · 50th

  • ASSETS $8M
  • ASSETS 635
  • ASSETS 50th
  • ASSETS 401(k)
  • ASSETS near Idaho First Bank 401(k) Employee Stock Ownership Plan
  • ASSETS ind #9325

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 Iowa →

Blue Stone Therapy 401(k) Plan in the asset neighbourhood

Blue Stone Therapy 401(k) PlanBlue Stone Therapy 401(k) Pl…$8MIdaho First Bank 401(k) Employee Stock Ownership PlanIdaho First Bank 401(k) Empl…$8MFamily Express Corporation 401(k) Profit Sharing PlanFamily Express Corporation 4…$8MCoastal Detention Holdings, LLC 401(k) PlanCoastal Detention Holdings, …$8MChristian Care Communities Inc. 401(k) Retirement PlanChristian Care Communities I…$8M
End-of-year total assets ($M) among Blue Stone Therapy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Blue Stone Therapy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blue Stone Therapy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 32.29752466317271% vs 2023
2024 filing year
$5M$6M$7M$8M 20232024 $5.83M $7.72M ▲ +32.4%
Year Plans Participants Total Assets
2023 1 710 $6M
2024 1 635 $8M

Blue Stone Therapy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN841787423
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Blue Stone Therapy 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Blue Stone Therapy 401(k) Plan, Total assets ($B): 0.00771529 · Participants: 635Blue Stone Therapy 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Blue Stone Therapy 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Blue Stone Therapy 401(k) Plan side-by-side with 3 peers →

Blue Stone Therapy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Idaho First Bank 401(k) Employee Stock Ownership Plan in ID ($8M); by covered participants it is Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan in NJ (635 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (635 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 Stone Therapy 401(k) Plan assets move in 2024? ▼
Blue Stone Therapy 401(k) Plan surged - up 32.3% during 2024, from $6M to $8M. Reported net income was $2M.
How have Blue Stone Therapy, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Blue Stone Therapy, Inc.'s sponsor-wide assets grew 32.3%, from $6M to $8M.
Which 401(k) plans are similar in size to Blue Stone Therapy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Idaho First Bank 401(k) Employee Stock Ownership Plan in ID ($8M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Blue Stone Therapy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan in NJ (635 participants, N/A 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 841787423.

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.