Other · DOL Form 5500 · 2024
Blumont, Inc. Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 71
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $495,461
- Avg per participant High balance/head
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.
- #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.
- #13,988
- in Healthcare & Social Assistance (16,916 peers)
- +13.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Blumont, Inc. 403(b) DC Plan's outsized position 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
Blumont, Inc. 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blumont, Inc. 403(b) DC Plan is a small filing (71 participants) on this national headcount ladder.
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.
DOL schedule card
Filing strip 810888072 · Blumont, Inc. PY 2024 · Other
Blumont, Inc. 403(b) DC Plan · $35M · 71 · 80th
- BOOK $35M
- VS-ST 71
- BOY 80th
- SCH Other
- EBSA near Memphis University School DC Plan
- PART ind #13988
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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →
Blumont, Inc. 403(b) DC Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Blumont, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 26.81389933363211% vs 2022
- 2024 filing year
| 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.
- 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
Blumont, Inc. 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Memphis University School DC Plan in TN ($35M); by covered participants it is University Corporation for Advanced Internet Development Tda Plan in MI (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (71 participants); 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.