401(k) · DOL Form 5500 · 2024

Bluerock Capital Markets, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
51
Participants Small participant base
32nd
Percentile by assets National rank
$49,066
Avg per participant Low balance/head
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Official DOL plan name: Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust · Sponsored by Bluerock Capital Markets, LLC · Michigan · Finance & Insurance

$3M in assets, 51 participants

Bluerock Capital Markets, LLC's Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,756 in Finance & Insurance (8,549 peers)

Bluerock Capital Markets, LLC multi-year trail

Bluerock Capital Markets, LLC's plans moved +30.9% in assets from 2023 to 2024; this filing shows Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust at $3M / 51 participants.

#1,756
in Finance & Insurance (8,549 peers)
+30.9%
assets growth YoY

Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,502,372 32nd percentile higher than 32% 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

Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust reported net income rose from $555K in the plan year 2023 filing to $591K in the plan year 2024 filing.
  • Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust reported participants fell from 52 in the plan year 2023 filing to 51 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 203272563 · Bluerock Capital Markets, LLC PY 2024 · 401(k)

Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust · $3M · 51 · 32nd

  • EBSA $3M
  • EBSA 51
  • EBSA 32nd
  • EBSA 401(k)
  • EBSA near Socal Auto & Truck Parts, Inc. 401(k) Plan
  • EBSA ind #1756

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 →

Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bluerock Capital Markets 401(k) Profit Sharing Plan & TrustBluerock Capital Markets 401…$3MSocal Auto & Truck Parts, Inc. 401(k) PlanSocal Auto & Truck Parts, In…$3MFilterballs, Inc. 401(k) Plan$3MMclaren Technical Services 401(k) Profit Sharing PlanMclaren Technical Services 4…$3MOchoa Lfpc 401(k)$3M
End-of-year total assets ($M) among Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bluerock Capital Markets, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bluerock Capital Markets, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.933555604739905% vs 2023
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 20232024 $1.91M $2.5M ▲ +30.9%
Year Plans Participants Total Assets
2023 1 52 $2M
2024 1 51 $3M

Bluerock Capital Markets, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$591K
Employer EIN203272563
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002502372 · Participants: 51Bluerock Capital Markets 401(k) Profit Sharing Plan & TrustGeneral 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
Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA ($3M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust surged - up 30.9% during 2024, from $2M to $3M. Reported net income was $591K.
How have Bluerock Capital Markets, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bluerock Capital Markets, LLC's sponsor-wide assets grew 30.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA ($3M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants, $12M 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 203272563.

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.