401(k) · DOL Form 5500 · 2024

Blue Sky 401(k) Specialists, Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
27th
Percentile by assets National rank
$141,362
Avg per participant Near avg balance/head
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Official DOL plan name: Blue Sky 401(k) Specialists, Inc. 401(k) Plan · Sponsored by Blue Sky 401(k) Specialists, Inc · North Carolina · Professional & Technical Services

$2M in assets, 11 participants

Blue Sky 401(k) Specialists, Inc's Blue Sky 401(k) Specialists, Inc. 401(k) Plan reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,492 in Professional & Technical Services (20,173 peers)

Blue Sky 401(k) Specialists, Inc multi-year trail

Blue Sky 401(k) Specialists, Inc's plans moved +61.3% in assets from 2022 to 2024; this filing shows Blue Sky 401(k) Specialists, Inc. 401(k) Plan at $2M / 11 participants.

#4,492
in Professional & Technical Services (20,173 peers)
+23.2%
assets growth YoY

Blue Sky 401(k) Specialists, Inc. 401(k) Plan among the smaller filed plans by assets

Blue Sky 401(k) Specialists, Inc. 401(k) Plan vs every filed plan by assets

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

$1,554,985 27th percentile higher than 27% 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 Sky 401(k) Specialists, Inc. 401(k) 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. Blue Sky 401(k) Specialists, Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Sky 401(k) Specialists, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Blue Sky 401(k) Specialists, Inc. 401(k) Plan reported participants fell from 12 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 813622920 · Blue Sky 401(k) Specialists, Inc PY 2024 · 401(k)

Blue Sky 401(k) Specialists, Inc. 401(k) Plan · $2M · 11 · 27th

  • BOY $2M
  • SCH 11
  • EBSA 27th
  • PART 401(k)
  • TYPE near Brinton Woods 401(k) Profit Sharing Plan
  • NET ind #4492

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 North Carolina →

Blue Sky 401(k) Specialists, Inc. 401(k) Plan in the asset neighbourhood

Holiday Organization 401(k) PlanHoliday Organization 401(k) …$2MDevcare Solutions Ltd 401(k) Profit Sharing Plan & TrustDevcare Solutions Ltd 401(k)…$2MBlue Sky 401(k) Specialists, Inc. 401(k) PlanBlue Sky 401(k) Specialists,…$2MBrinton Woods 401(k) Profit Sharing PlanBrinton Woods 401(k) Profit …$2MInfantino Bros. Corp. 401(k) Profit Sharing PlanInfantino Bros. Corp. 401(k)…$2M
End-of-year total assets ($M) among Blue Sky 401(k) Specialists, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Blue Sky 401(k) Specialists, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Blue Sky 401(k) Specialists, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 61.28358075821647% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $0.96M $1.55M ▲ +61.5%
Year Plans Participants Total Assets
2022 1 11 $964K
2023 1 12 $1M
2024 1 11 $2M

Blue Sky 401(k) Specialists, Inc filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$293K
Employer EIN813622920
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Blue Sky 401(k) Specialists, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Blue Sky 401(k) Specialists, Inc. 401(k) Plan, Total assets ($B): 0.001554985 · Participants: 11Blue Sky 401(k) Specialists, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Blue Sky 401(k) Specialists, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Blue Sky 401(k) Specialists, Inc. 401(k) Plan side-by-side with 3 peers →

Blue Sky 401(k) Specialists, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Brinton Woods 401(k) Profit Sharing Plan in MD ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Sky 401(k) Specialists, Inc. 401(k) Plan assets move in 2024? ▼
Blue Sky 401(k) Specialists, Inc. 401(k) Plan grew sharply - up 23.2% during 2024, from $1M to $2M. Reported net income was $293K.
How have Blue Sky 401(k) Specialists, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Sky 401(k) Specialists, Inc's sponsor-wide assets grew 61.3%, from $964K to $2M.
Which 401(k) plans are similar in size to Blue Sky 401(k) Specialists, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brinton Woods 401(k) Profit Sharing Plan in MD ($2M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Blue Sky 401(k) Specialists, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 813622920.

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.