401(k) · DOL Form 5500 · 2024
Blue Sky Legacy, Inc. 401(k) Plan
Data updated 2026-08-25
- $791K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $790,525
- Avg per participant High balance/head
Official DOL plan name: Blue Sky Legacy Retirement Plan · Sponsored by Blue Sky Legacy, Inc. · Florida · Administrative & Support Services
$791K in assets, 1 participants
Blue Sky Legacy, Inc.'s Blue Sky Legacy Retirement Plan reported $791K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #1,935 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Blue Sky Legacy Retirement Plan ranks #1,935 of 4,368 2024 filers by assets (3650% of the sector average)-$791K for 1 participant.
- #1,935
- in Administrative & Support Services (4,368 peers)
- +0.6%
- assets growth YoY
Blue Sky Legacy Retirement Plan among the smaller filed plans by assets
Blue Sky Legacy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$790,525 21st percentile higher than 21% 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
Blue Sky Legacy Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Sky Legacy Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Blue Sky Legacy Retirement Plan reported net income fell from $406K in the plan year 2023 filing to $5K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 463584869 · Blue Sky Legacy, Inc. PY 2024 · 401(k)
Blue Sky Legacy Retirement Plan · $791K · 1 · 21st
- PART $791K
- PART 1
- PART 21st
- PART 401(k)
- PART near Taos Dreamcatcher, Inc 401(k) Plan
- PART ind #1935
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 Florida →
Blue Sky Legacy Retirement Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $786K |
|---|---|
| Net Assets (End of Year) | $791K |
| Net Income | $5K |
| Employer EIN | 463584869 |
| Plan Effective Date | 2013-09-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Sky Legacy, Inc.)
Sponsor-wide plan assets over time
All Blue Sky Legacy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $791K 108.07560499260373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $380K |
| 2023 | 1 | 1 | $786K |
| 2024 | 1 | 1 | $791K |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Blue Sky Legacy Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Taos Dreamcatcher, Inc 401(k) Plan in NM ($791K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($791K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.