Other · DOL Form 5500 · 2024
Blumont, Inc. Retirement Plan
Data updated 2026-08-11
- $35M
- Total assets
- 71
- Participants
- 80th
- Percentile by assets
- $495,461
- Avg per participant
Official DOL plan name: Blumont, Inc. 403(b) DC Plan · Sponsored by Blumont, Inc. · Virginia · Healthcare & Social Assistance
$35M in assets, 71 participants
Blumont, Inc.'s Blumont, Inc. 403(b) DC Plan reported $35M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 123,622 plans)
- #13,988 in Healthcare & Social Assistance (16,916 peers)
Where Blumont, Inc. 403(b) DC Plan sits by assets
Blumont, Inc. 403(b) DC Plan sits in the top quartile of all filed plans by assets, $35M for 71 participants (~$495,461/participant), up 13.9% in 2024.
- $35M
- total plan assets (2024 EOY)
- 71
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $495,461
- avg assets per participant
Where Blumont, Inc. 403(b) DC Plan sits by total assets
Blumont, Inc. 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,177,709 Top 20% higher than 80% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Blumont, Inc. 403(b) DC Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Blumont, Inc. 403(b) DC Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Blumont, Inc. 403(b) DC Plan reported participants rose from 70 in the plan year 2023 filing to 71 in the plan year 2024 filing.
Blumont, Inc. 403(b) DC Plan vs the 2024 asset distribution
By assets, Blumont, Inc. 403(b) DC Plan outranks 80% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 810888072 |
| Plan Effective Date | 2003-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blumont, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $28M |
| 2023 | 1 | 70 | $31M |
| 2024 | 1 | 71 | $35M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
Blumont, Inc. 403(b) DC Plan vs. nearby Other plans in Virginia, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Similar-Sized Other Plans Nationally
Other plans in other states closest to Blumont, Inc. 403(b) DC Plan by total assets, not by location.
- Memphis University School DC Plan (TN) $35M · 160
- Kingswood Oxford School, Inc. Tax Deferred Annuity Plan (CT) $35M · 203
- Lawrence Academy Retirement Plan (MA) $35M · 147
- Bozeman Health 403(b) Plan (MT) $35M · 2,015
Frequently Asked Questions
How did Blumont, Inc. 403(b) DC Plan assets move in 2024? ▼
How have Blumont, Inc. plan assets changed over time? ▼
Where does Blumont, Inc. 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Blumont, Inc. 403(b) DC Plan? ▼
Next read for Blumont, Inc. 403(b) DC Plan
Scale reading
Ways to act on Blumont, Inc. 403(b) DC Plan's numbers.
- By total assets, Blumont, Inc. 403(b) DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Blumont, Inc.'s sponsor-wide assets have grown 26.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans