401(k) · DOL Form 5500 · 2024

Blue Matter Consulting 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
153
Participants Small participant base
70th
Percentile by assets National rank
$126,951
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blue Matter Consulting 401(k) Plan · Sponsored by Blue Matter Consulting · California · Professional & Technical Services

$19M in assets, 153 participants

Blue Matter Consulting's Blue Matter Consulting 401(k) Plan reported $19M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,898 in Professional & Technical Services (20,173 peers)

Coverage in California

Blue Matter Consulting 401(k) Plan covers 153 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $19M.

#13,898
in Professional & Technical Services (20,173 peers)
+41.0%
assets growth YoY

Blue Matter Consulting 401(k) Plan's outsized position by total assets

Blue Matter Consulting 401(k) Plan vs every filed plan by assets

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

$19,423,489 Top 30% higher than 70% 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 Matter Consulting 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 Matter Consulting 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Matter Consulting 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Blue Matter Consulting 401(k) Plan reported participants rose from 114 in the plan year 2023 filing to 153 in the plan year 2024 filing.
  • Blue Matter Consulting 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 461097578 · Blue Matter Consulting PY 2024 · 401(k)

Blue Matter Consulting 401(k) Plan · $19M · 153 · 70th

  • PHOTO $19M
  • IND 153
  • EOY 70th
  • 5500 401(k)
  • ASSETS near Middletown Medical, P.C. 401(k) Profit Sharing Plan
  • PCT ind #13898

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 California →

Blue Matter Consulting 401(k) Plan in the asset neighbourhood

Blue Matter Consulting 401(k) PlanBlue Matter Consulting 401(k…$19MMiddletown Medical, P.C. 401(k) Profit Sharing PlanMiddletown Medical, P.C. 401…$19MStella & Chewy's LLC 401(k) PlanStella & Chewy's LLC 401(k) …$19MNmp Engineering Consultants, Inc. 401(k) Retirement PlanNmp Engineering Consultants,…$19MHlm Management Co., Inc. 401(k) PlanHlm Management Co., Inc. 401…$19M
End-of-year total assets ($M) among Blue Matter Consulting 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$6M
Employer EIN461097578
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Matter Consulting)

Sponsor-wide plan assets over time

All Blue Matter Consulting plans reported in each filing year

Latest sponsor-wide plan assets
$19M 41.01231559798846% vs 2023
2024 filing year
$12M$14M$16M$18M$20M 20232024 $13.8M $19.4M ▲ +41.0%
Year Plans Participants Total Assets
2023 1 114 $14M
2024 1 153 $19M

Nearby 401(k) Plans in California

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

Blue Matter Consulting 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Blue Matter Consulting 401(k) Plan, Total assets ($B): 0.019423489 · Participants: 153Blue Matter Consulting 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Blue Matter Consulting 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Blue Matter Consulting 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Middletown Medical, P.C. 401(k) Profit Sharing Plan in NY ($19M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Matter Consulting 401(k) Plan assets move in 2024? ▼
Blue Matter Consulting 401(k) Plan surged - up 41.0% during 2024, from $14M to $19M. Reported net income was $6M.
How have Blue Matter Consulting plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Blue Matter Consulting's sponsor-wide assets grew 41.0%, from $14M to $19M.
Which 401(k) plans are similar in size to Blue Matter Consulting 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Middletown Medical, P.C. 401(k) Profit Sharing Plan in NY ($19M, 596 participants).
Which 401(k) plans cover a similar participant headcount to Blue Matter Consulting 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 participants, N/A 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 461097578.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.