401(k) · DOL Form 5500 · 2024

Blue & Co., LLC 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
547
Participants Below avg headcount
91st
Percentile by assets National rank
$209,596
Avg per participant Above avg balance/head
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Official DOL plan name: Blue & Co. 401(k) Plan · Sponsored by Blue & Co., LLC · Indiana · Professional & Technical Services

$115M in assets, 547 participants

Blue & Co., LLC's Blue & Co. 401(k) Plan reported $115M in total assets and 547 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,669 in Professional & Technical Services (20,173 peers)

Where Blue & Co. 401(k) Plan sits by assets

Blue & Co. 401(k) Plan sits in the top 10% of all filed plans by assets, $115M for 547 participants (~$209,596/participant), up 13.3% in 2024.

#18,669
in Professional & Technical Services (20,173 peers)
+13.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Blue & Co. 401(k) Plan's outsized position by total assets

Blue & Co. 401(k) Plan vs every filed plan by assets

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

$114,648,980 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Blue & Co. 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. Blue & Co. 401(k) Plan sits mid-pack in the medium band (547 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue & Co. 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Blue & Co. 401(k) Plan end-of-year assets rose from $101M in the plan year 2023 filing to $115M in the plan year 2024 filing.
  • Blue & Co. 401(k) Plan reported participants rose from 537 in the plan year 2023 filing to 547 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351178661 · Blue & Co., LLC PY 2024 · 401(k)

Blue & Co. 401(k) Plan · $115M · 547 · 91st

  • NET $115M
  • BOOK 547
  • VS-ST 91st
  • BOY 401(k)
  • SCH near Ideal Industries, Inc. 401(k) Plan
  • EBSA ind #18669

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 Professional & Technical Services retirement plans → · Plans in Indiana →

Blue & Co. 401(k) Plan in the asset neighbourhood

1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan1199seiu National Benefit Fu…$115MBlue & Co. 401(k) Plan$115MIdeal Industries, Inc. 401(k) PlanIdeal Industries, Inc. 401(k…$115MSisecam US 401(k) Retirement PlanSisecam US 401(k) Retirement…$115MXanterra Parks & Resorts, Inc. Employee Savings PlanXanterra Parks & Resorts, In…$115M
End-of-year total assets ($M) among Blue & Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$115M
Net Income$13M
Employer EIN351178661
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue & Co., LLC)

Sponsor-wide plan assets over time

All Blue & Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$115M 36.42483363875792% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84M $115M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 481 $84M
2023 1 537 $101M
2024 1 547 $115M

Nearby 401(k) Plans in Indiana

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

Blue & Co. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Blue & Co. 401(k) Plan, Total assets ($B): 0.11464898 · Participants: 547Blue & Co. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Blue & Co. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Blue & Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Ideal Industries, Inc. 401(k) Plan in IL ($115M); by covered participants it is Pro Sports Club Salary Savings Plan in WA (547 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (547 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.

Frequently Asked Questions

How did Blue & Co. 401(k) Plan assets move in 2024? ▼
Blue & Co. 401(k) Plan grew at a solid clip - up 13.3% during 2024, from $101M to $115M. Reported net income was $13M.
How have Blue & Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue & Co., LLC's sponsor-wide assets grew 36.4%, from $84M to $115M.
Where does Blue & Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Blue & Co. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Blue & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ideal Industries, Inc. 401(k) Plan in IL ($115M, 1,342 participants).
Which 401(k) plans cover a similar participant headcount to Blue & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pro Sports Club Salary Savings Plan in WA (547 participants, N/A in assets).