401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$6M
Total assets Small plan by assets: N/A
Participants Small participant base: 46th
Percentile by assets National rank

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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

$6M in assets, N/A participants

Blue Ridge Capital Holdings Management Co., Inc.'s Blue Ridge Capital Holdings Management Co., Inc. 401(k) reported $6M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

#2,157 in Wholesale Trade (6,080 peers)

Blue Ridge Capital Holdings Management Co., Inc. multi-year trail

Blue Ridge Capital Holdings Management Co., Inc.'s plans moved +2363.0% in assets from 2022 to 2024; this filing shows Blue Ridge Capital Holdings Management Co., Inc. 401(k) at $6M / N/A participants.

#2,157
in Wholesale Trade (6,080 peers): +7.6%
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

$6,167,335 46th percentile higher than 46% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Blue Ridge Capital Holdings Management Co., Inc. 401(k) reported participants fell from 60 in the plan year 2023 filing to N/A 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 $6M in the plan year 2024 filing.
Blue Ridge Capital Holdings Management Co., Inc. 401(k) reported net income fell from $607K in the plan year 2023 filing to $435K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 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) · $6M · N/A · 46th

PART $6M
PART N/A
PART 46th
PART 401(k)
PART near Fin Feather Fur Outfitters Profit Sharing 401(k) Plan
PART ind #2157

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 →

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.

Blue Ridge Capital Holdings Management Co., Inc. multi-year asset trail

Latest sponsor-wide plan assets: $88M 2363.022842913456% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	52	$4M
2023	1	60	$4M
2024	12	2,726	$88M

Blue Ridge Capital Holdings Management Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$435K
Employer EIN	030576690
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

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

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

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 closest out-of-state 401(k) peers by assets

Outside North Carolina, the nearest 401(k) by end-of-year assets is Fin Feather Fur Outfitters Profit Sharing 401(k) Plan in OH at $6M (this filing: $6M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Fin Feather Fur Outfitters Profit Sharing 401(k) Plan (OH) $6M · 188
Craddock Oil Company, Inc. Profit Sharing Plan (MS) $6M · 215
Ongweoweh Corp. 401(k) Plan (NY) $6M · 134
Mainscape, Inc. 401(k) Plan (IN) $6M · 878

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 at a solid clip - up 7.6% during 2024, from $6M to $6M. Reported net income was $435K.

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 Fin Feather Fur Outfitters Profit Sharing 401(k) Plan in OH ($6M, 188 participants).

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.