401(k) · DOL Form 5500 · 2024

Arion Blue, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
291
Participants Below avg headcount
75th
Percentile by assets National rank
$89,628
Avg per participant Below avg balance/head
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Official DOL plan name: Arion Blue Retirement Plan · Sponsored by Arion Blue, LLC · Texas · Professional & Technical Services

$26M in assets, 291 participants

Arion Blue, LLC's Arion Blue Retirement Plan reported $26M in total assets and 291 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,122 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Arion Blue Retirement Plan covers 291 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#15,122
in Professional & Technical Services (20,173 peers)
+42.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Arion Blue Retirement Plan's outsized position by total assets

Arion Blue Retirement Plan vs every filed plan by assets

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

$26,081,807 Top 25% higher than 75% 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

Arion Blue 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. Arion Blue Retirement Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Arion Blue Retirement Plan reported participants rose from 197 in the plan year 2023 filing to 291 in the plan year 2024 filing.
  • Arion Blue Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Arion Blue Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 824209144 · Arion Blue, LLC PY 2024 · 401(k)

Arion Blue Retirement Plan · $26M · 291 · 75th

  • NET $26M
  • BOOK 291
  • VS-ST 75th
  • BOY 401(k)
  • SCH near Ball Janik LLP 401(k) Profit Sharing Plan and Trust
  • EBSA ind #15122

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 Texas →

Arion Blue Retirement Plan in the asset neighbourhood

Arion Blue Retirement Plan$26MBall Janik LLP 401(k) Profit Sharing Plan and TrustBall Janik LLP 401(k) Profit…$26MIBEW Local 309 401(k) Retirement PlanIBEW Local 309 401(k) Retire…$26MFlashpoint 401(k) Retirement Plan and TrustFlashpoint 401(k) Retirement…$26MAgup Equipment Company 401(k) PlanAgup Equipment Company 401(k…$26M
End-of-year total assets ($M) among Arion Blue Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$26M
Net Income$8M
Employer EIN824209144
Plan Effective Date2019-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Arion Blue, LLC)

Sponsor-wide plan assets over time

All Arion Blue, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 153.90354027796423% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $10.3M $26.1M ▲ +153.9%
Year Plans Participants Total Assets
2022 1 130 $10M
2023 1 197 $18M
2024 1 291 $26M

Nearby 401(k) Plans in Texas

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

Arion Blue Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Arion Blue Retirement Plan, Total assets ($B): 0.026081807 · Participants: 291Arion Blue Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Arion Blue Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Outside Texas, the nearest 401(k) by assets is Ball Janik LLP 401(k) Profit Sharing Plan and Trust in FL ($26M); by covered participants it is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Arion Blue Retirement Plan assets move in 2024?
Arion Blue Retirement Plan surged - up 42.7% during 2024, from $18M to $26M. Reported net income was $8M.
How have Arion Blue, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Arion Blue, LLC's sponsor-wide assets grew 153.9%, from $10M to $26M.
Where does Arion Blue Retirement Plan rank by assets among Form 5500 filers?
Arion Blue Retirement Plan ranks in the 75th 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 Arion Blue Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Ball Janik LLP 401(k) Profit Sharing Plan and Trust in FL ($26M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Arion Blue Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants, $16M in assets).