401(k) · DOL Form 5500 · 2024

Blue Ridge Capital Holdings Management Co., Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
329
Participants Below avg headcount
58th
Percentile by assets National rank
$33,109
Avg per participant Low balance/head
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Official DOL plan name: Blue Ridge Capital Holdings Management Co., Inc. 401(k) · Sponsored by Blue Ridge Capital Holdings Management Co., Inc. · North Carolina · Wholesale Trade

$11M in assets, 329 participants

Blue Ridge Capital Holdings Management Co., Inc.'s Blue Ridge Capital Holdings Management Co., Inc. 401(k) reported $11M in total assets and 329 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #2,991 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Blue Ridge Capital Holdings Management Co., Inc. 401(k) covers 329 participants in North Carolina, about 40% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#2,991
in Wholesale Trade (6,080 peers)
+28.7%
assets growth YoY

Blue Ridge Capital Holdings Management Co., Inc. 401(k)'s mid-pack asset rank among Wholesale Trade and all filers

Blue Ridge Capital Holdings Management Co., Inc. 401(k) vs every filed plan by assets

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

$10,892,900 Top 42% higher than 58% 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 Ridge Capital Holdings Management Co., Inc. 401(k) 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 Ridge Capital Holdings Management Co., Inc. 401(k) sits mid-pack in the medium band (329 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Ridge Capital Holdings Management Co., Inc. 401(k) reported participants rose from 60 in the plan year 2023 filing to 329 in the plan year 2024 filing.
  • Blue Ridge Capital Holdings Management Co., Inc. 401(k) reported net income rose from $607K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Blue Ridge Capital Holdings Management Co., Inc. 401(k) end-of-year assets rose from $4M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 030576690 · Blue Ridge Capital Holdings Management Co., Inc. PY 2024 · 401(k)

Blue Ridge Capital Holdings Management Co., Inc. 401(k) · $11M · 329 · 58th

  • BOOK $11M
  • VS-ST 329
  • BOY 58th
  • SCH 401(k)
  • EBSA near Cmts 401(k) Plan
  • PART ind #2991

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Blue Ridge Capital Holdings Management Co., Inc. 401(k) in the asset neighbourhood

Blue Ridge Capital Holdings Management Co., Inc. 401(k)Blue Ridge Capital Holdings …$11MCmts 401(k) Plan$11MPageflex, Inc. 401(k) Plan$11MTarter Gate Company 401(k) PlanTarter Gate Company 401(k) P…$11MMtx Group 401(k) Plan$11M
End-of-year total assets ($M) among Blue Ridge Capital Holdings Management Co., Inc. 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN030576690
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Ridge Capital Holdings Management Co., Inc.)

Sponsor-wide plan assets over time

All Blue Ridge Capital Holdings Management Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 2363.022842913456% vs 2022
2024 filing year
$0M$50M$100M 202220232024 $3.57M $87.9M ▲ +2361.6%
Year Plans Participants Total Assets
2022 1 52 $4M
2023 1 60 $4M
2024 12 2,726 $88M

Nearby 401(k) Plans in North Carolina

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

Blue Ridge Capital Holdings Management Co., Inc. 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Blue Ridge Capital Holdings Management Co., Inc. 401(k), Total assets ($B): 0.0108929 · Participants: 329Blue Ridge Capital Holdings Management Co., Inc. 401(k)The 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 Ridge Capital Holdings Management Co., Inc. 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Blue Ridge Capital Holdings Management Co., Inc. 401(k) side-by-side with 3 peers →

Blue Ridge Capital Holdings Management Co., Inc. 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cmts 401(k) Plan in MA ($11M); by covered participants it is Irg 401(k) Plan in WA (329 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (329 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 Ridge Capital Holdings Management Co., Inc. 401(k) assets move in 2024? ▼
Blue Ridge Capital Holdings Management Co., Inc. 401(k) grew sharply - up 28.7% during 2024, from $8M to $11M. Reported net income was $2M.
How have Blue Ridge Capital Holdings Management Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Ridge Capital Holdings Management Co., Inc.'s sponsor-wide assets grew 2363.0%, from $4M to $88M.
Which 401(k) plans are similar in size to Blue Ridge Capital Holdings Management Co., Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Cmts 401(k) Plan in MA ($11M, 726 participants).
Which 401(k) plans cover a similar participant headcount to Blue Ridge Capital Holdings Management Co., Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Irg 401(k) Plan in WA (329 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 030576690.

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.