401(k) · DOL Form 5500 · 2024
Bluerock Real Estate Holding, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $71,897
- Avg per participant Below avg balance/head
Official DOL plan name: Bluerock Real Estate Holding Plan 401(k) Profit Sharing Plan & Trust · Sponsored by Bluerock Real Estate Holding, LLC · Michigan · Administrative & Support Services
$7M in assets, 100 participants
Bluerock Real Estate Holding, LLC's Bluerock Real Estate Holding Plan 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #3,063 in Administrative & Support Services (4,368 peers)
Coverage in Michigan
Bluerock Real Estate Holding Plan 401(k) Profit Sharing Plan & Trust covers 100 participants in Michigan, about 16% of the average Michigan filer (state average ~638 per filing). Assets: $7M.
- #3,063
- in Administrative & Support Services (4,368 peers)
- +25.7%
- assets growth YoY
Bluerock Real Estate Holding Plan 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Administrative & Support Services and all filers
Bluerock Real Estate Holding Plan 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,189,724 49th percentile higher than 49% 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
Bluerock Real Estate Holding Plan 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 Real Estate Holding Plan 401(k) Profit Sharing Plan & Trust is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bluerock Real Estate Holding Plan 401(k) Profit Sharing Plan & Trust reported net income rose from $859K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Bluerock Real Estate Holding Plan 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Bluerock Real Estate Holding Plan 401(k) Profit Sharing Plan & Trust reported participants rose from 95 in the plan year 2023 filing to 100 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 263446021 · Bluerock Real Estate Holding, LLC PY 2024 · 401(k)
Bluerock Real Estate Holding Plan 401(k) Profit Sharing Plan & Trust · $7M · 100 · 49th
- PART $7M
- TYPE 100
- NET 49th
- BOOK 401(k)
- VS-ST near Bauer Underground, Inc. Safe Harbor 401(k) Plan
- BOY ind #3063
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 Administrative & Support Services retirement plans → · Plans in Michigan →
Bluerock Real Estate Holding Plan 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 263446021 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bluerock Real Estate Holding, LLC)
Sponsor-wide plan assets over time
All Bluerock Real Estate Holding, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 25.698606877288977% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 95 | $6M |
| 2024 | 1 | 100 | $7M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Bluerock Real Estate Holding Plan 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 Bauer Underground, Inc. Safe Harbor 401(k) Plan in NE ($7M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Controltek 401(k) Profit Sharing Plan (WA) 100 · 0 off
- Vaughn, Silverberg and Associates Profit Sharing Plan (TX) 100 · 0 off
- Streetsquash, Inc. 401(k) Profit Sharing Plan & Trust (NY) 100 · 0 off
- Amerisci Group 401(k) Retirement Plan (VA) 100 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.