401(k) · DOL Form 5500 · 2024

Blue Trust Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
443
Participants Below avg headcount
80th
Percentile by assets National rank
$81,926
Avg per participant Below avg balance/head
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Official DOL plan name: Blue Trust Inc. Retirement Plan · Sponsored by Blue Trust Inc. · Georgia · Finance & Insurance

$36M in assets, 443 participants

Blue Trust Inc.'s Blue Trust Inc. Retirement Plan reported $36M in total assets and 443 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.

  • #5,895 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Blue Trust Inc. Retirement Plan covers 443 participants in Georgia, about 40% of the average Georgia filer (state average ~1,096 per filing). Assets: $36M.

#5,895
in Finance & Insurance (8,549 peers)
+31.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Blue Trust Inc. Retirement Plan's outsized position by total assets

Blue Trust Inc. Retirement Plan vs every filed plan by assets

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

$36,293,414 Top 20% higher than 80% 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 Trust Inc. Retirement 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 Trust Inc. Retirement Plan sits mid-pack in the medium band (443 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Trust Inc. Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Blue Trust Inc. Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Blue Trust Inc. Retirement Plan reported participants rose from 406 in the plan year 2023 filing to 443 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 853932468 · Blue Trust Inc. PY 2024 · 401(k)

Blue Trust Inc. Retirement Plan · $36M · 443 · 80th

  • SCH $36M
  • SCH 443
  • SCH 80th
  • SCH 401(k)
  • SCH near The Frisch School 401(k) Plan
  • SCH ind #5895

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 Finance & Insurance retirement plans → · Plans in Georgia →

Blue Trust Inc. Retirement Plan in the asset neighbourhood

Hale Trailer Brake & Wheel, Inc. 401(k) PlanHale Trailer Brake & Wheel, …$36MCai Software LLC 401(k) Profit Sharing PlanCai Software LLC 401(k) Prof…$36MBlue Trust Inc. Retirement PlanBlue Trust Inc. Retirement P…$36MThe Frisch School 401(k) Plan$36MOwen Electric Cooperative Employee Savings and Protection PlanOwen Electric Cooperative Em…$36M
End-of-year total assets ($M) among Blue Trust Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$36M
Net Income$9M
Employer EIN853932468
Plan Effective Date2022-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Trust Inc.)

Sponsor-wide plan assets over time

All Blue Trust Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 106.67139003132408% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17.6M $36.3M ▲ +106.7%
Year Plans Participants Total Assets
2022 1 361 $18M
2023 1 406 $28M
2024 1 443 $36M

Nearby 401(k) Plans in Georgia

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

Blue Trust Inc. Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Blue Trust Inc. Retirement Plan, Total assets ($B): 0.036293414 · Participants: 443Blue Trust Inc. Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Blue Trust Inc. Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Blue Trust Inc. Retirement Plan side-by-side with 3 peers →

Blue Trust Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is The Frisch School 401(k) Plan in NJ ($36M); by covered participants it is Managedpay 401(k) Retirement Plan in NV (443 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (443 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 Trust Inc. Retirement Plan assets move in 2024? ▼
Blue Trust Inc. Retirement Plan surged - up 31.6% during 2024, from $28M to $36M. Reported net income was $9M.
How have Blue Trust Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Trust Inc.'s sponsor-wide assets grew 106.7%, from $18M to $36M.
Where does Blue Trust Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Blue Trust Inc. Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Blue Trust Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Frisch School 401(k) Plan in NJ ($36M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Blue Trust Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Managedpay 401(k) Retirement Plan in NV (443 participants, $13M 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 853932468.

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.