401(k)
2024 plan-year 401(k) DOL Form 5500

Blue Water Thinking 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Blue Water Thinking, LLC · Virginia · Professional & Technical Services

What the 2023 filing shows

Blue Water Thinking 401(k) Plan holds $5M for 124 participants — about $40,336 per participant, up 65.0% over the 2024 plan year.

$5M
total plan assets (2024 EOY)
124
covered participants
$40,336
avg assets per participant
+65.0%
assets growth YoY
Total Assets (2023)
$5M
Participants
124
State
Industry
Professional & Technical Services

What the Filing Says About Blue Water Thinking 401(k) Plan

Blue Water Thinking 401(k) Plan is a 401(k) retirement plan sponsored by Blue Water Thinking, LLC, headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 124 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 825328039, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $5M at year-end — a gain of 65.0%. Net assets (after liabilities) closed the year at $5M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$2M
Plan Type401(k)
Employer EIN825328039
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Blue Water Thinking 401(k) Plan?
As of the 2024 Form 5500 filing, Blue Water Thinking 401(k) Plan holds $5M in total assets with 124 participants. It is sponsored by Blue Water Thinking, LLC.
What type of plan is Blue Water Thinking 401(k) Plan?
Blue Water Thinking 401(k) Plan is a 401(k) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 825328039.
Who sponsors the Blue Water Thinking 401(k) Plan?
Blue Water Thinking 401(k) Plan is sponsored by Blue Water Thinking, LLC, located in Virginia. The sponsor's EIN is 825328039 and the plan operates in the Professional & Technical Services industry.
How did Blue Water Thinking 401(k) Plan perform in 2024?
Blue Water Thinking 401(k) Plan grew by 65.0% during 2024, moving from $3M to $5M in total assets. Net income was $2M.
Where can I find official filings for Blue Water Thinking 401(k) Plan?
Official Form 5500 filings for Blue Water Thinking 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 825328039 or plan name at efast.dol.gov.
How does Blue Water Thinking 401(k) Plan compare to other plans?
You can compare Blue Water Thinking 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 825328039.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.