401(k) · DOL Form 5500 · 2024

Bluum USA, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets: 551
Participants Below avg headcount: 74th
Percentile by assets National rank: $43,921
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Bluum 401(k) Plan · Sponsored by Bluum USA, Inc. · Arizona · Other Services

$24M in assets, 551 participants

Bluum USA, Inc.'s Bluum 401(k) Plan reported $24M in total assets and 551 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

#6,639 in Other Services (7,719 peers)

Bluum USA, Inc. multi-year trail

Bluum USA, Inc.'s plans moved +20.1% in assets from 2022 to 2024; this filing shows Bluum 401(k) Plan at $24M / 551 participants.

#6,639
in Other Services (7,719 peers): -1.5%
assets change YoY

The plan reported a net loss of $366K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bluum 401(k) Plan's outsized position by total assets

Bluum 401(k) Plan vs every filed plan by assets

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

$24,200,281 Top 26% higher than 74% 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

Bluum 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. Bluum 401(k) Plan sits mid-pack in the medium band (551 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bluum 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to -$366K in the plan year 2024 filing.
Bluum 401(k) Plan reported participants fell from 570 in the plan year 2023 filing to 551 in the plan year 2024 filing.
Bluum 401(k) Plan end-of-year assets fell from $25M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860716114 · Bluum USA, Inc. PY 2024 · 401(k)

Bluum 401(k) Plan · $24M · 551 · 74th

EOY $24M
5500 551
ASSETS 74th
PCT 401(k)
EIN near Varnum Retirement Savings Plan
RANK ind #6639

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 Other Services retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Bluum 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bluum USA, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $24M 20.11135583102097% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	213	$20M
2023	1	570	$25M
2024	1	551	$24M

Bluum USA, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$25M
Net Assets (End of Year)	$24M
Net Income	-$366K
Employer EIN	860716114
Plan Effective Date	1983-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Bluum 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Bluum 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Varnum Retirement Savings Plan in MI ($24M); by covered participants it is Ivx Health 401(k) Plan in TN (551 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Varnum Retirement Savings Plan (MI) $24M · 105
The Pleasant Companies 401(k) Plan and Trust (MD) $24M · 711
Haydon Holdings, LLC and Subsidiaries Profit Sharing Plan (KY) $24M · 196
Landpro Equipment, LLC 401(k) Plan (NY) $24M · 471

Similar participant headcount

Nearest other-state filings by covered participants (551 participants); asset peers above are excluded.

Ivx Health 401(k) Plan (TN) 551 · 0 off
Hayden Beverage Company 401(k) Profit Sharing Plan (ID) 551 · 0 off
Superior Beverage Group 401(k) Retirement Savings Plan (OH) 551 · 0 off
Nokian Tyres, Inc. 401(k) Plan (TN) 551 · 0 off

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 Bluum 401(k) Plan assets move in 2024? ▼

Bluum 401(k) Plan edged down modestly - down 1.5% during 2024, from $25M to $24M. Reported net income was -$366K.

How have Bluum USA, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bluum USA, Inc.'s sponsor-wide assets grew 20.1%, from $20M to $24M.

Which 401(k) plans are similar in size to Bluum 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Varnum Retirement Savings Plan in MI ($24M, 105 participants).

Which 401(k) plans cover a similar participant headcount to Bluum 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ivx Health 401(k) Plan in TN (551 participants, $18M 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 860716114.