401(k) · DOL Form 5500 · 2024

The Blue Sky Tavern Company 401(k) Plan

Data updated 2026-08-25

$411K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$102,830
Avg per participant Below avg balance/head
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Official DOL plan name: The Blue Sky Tavern Retirement Plan · Sponsored by The Blue Sky Tavern Company · Pennsylvania · Food Services & Accommodation

$411K in assets, 4 participants

The Blue Sky Tavern Company's The Blue Sky Tavern Retirement Plan reported $411K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,568 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Blue Sky Tavern Retirement Plan ranks #1,568 of 3,672 2024 filers by assets (4757% of the sector average)-$411K for 4 participants.

#1,568
in Food Services & Accommodation (3,672 peers)
+1.0%
assets growth YoY

The Blue Sky Tavern Retirement Plan among the smaller filed plans by assets

The Blue Sky Tavern Retirement Plan vs every filed plan by assets

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

$411,318 16th percentile higher than 16% 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

The Blue Sky Tavern Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Blue Sky Tavern Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Blue Sky Tavern Retirement Plan reported net income fell from $32K in the plan year 2023 filing to $4K in the plan year 2024 filing.
  • The Blue Sky Tavern Retirement Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • The Blue Sky Tavern Retirement Plan end-of-year assets rose from $407K in the plan year 2023 filing to $411K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 852083652 · The Blue Sky Tavern Company PY 2024 · 401(k)

The Blue Sky Tavern Retirement Plan · $411K · 4 · 16th

  • EBSA $411K
  • EBSA 4
  • EBSA 16th
  • EBSA 401(k)
  • EBSA near Rc Visions, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #1568

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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

The Blue Sky Tavern Retirement Plan in the asset neighbourhood

The Blue Sky Tavern Retirement PlanThe Blue Sky Tavern Retireme…$411KRc Visions, Inc. 401(k) Profit Sharing PlanRc Visions, Inc. 401(k) Prof…$411KMadden Auto Supply Inc. 401(k) PlanMadden Auto Supply Inc. 401(…$411KThe Raymond Company Pension Services, LLC 401(k) PlanThe Raymond Company Pension …$411KOak Beach Realty & Development Corp 401(k) PlanOak Beach Realty & Developme…$411K
End-of-year total assets ($M) among The Blue Sky Tavern Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$407K
Net Assets (End of Year)$411K
Net Income$4K
Employer EIN852083652
Plan Effective Date2020-07-22
Filing StatusFILING RECEIVED

Sponsor Plan History (The Blue Sky Tavern Company)

Sponsor-wide plan assets over time

All The Blue Sky Tavern Company plans reported in each filing year

Latest sponsor-wide plan assets
$411K 9.60091876350633% vs 2022
2024 filing year
$0.37M$0.38M$0.39M$0.4M$0.41M$0.42M 202220232024 $0.38M $0.41M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 4 $375K
2023 1 5 $407K
2024 1 4 $411K

Nearby 401(k) Plans in Pennsylvania

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

The Blue Sky Tavern Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Blue Sky Tavern Retirement Plan, Total assets ($B): 0.000411318 · Participants: 4The Blue Sky Tavern Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Blue Sky Tavern Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Blue Sky Tavern Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Rc Visions, Inc. 401(k) Profit Sharing Plan in CT ($411K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 The Blue Sky Tavern Retirement Plan assets move in 2024? ▼
The Blue Sky Tavern Retirement Plan edged up modestly - up 1.0% during 2024, from $407K to $411K. Reported net income was $4K.
How have The Blue Sky Tavern Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Blue Sky Tavern Company's sponsor-wide assets grew 9.6%, from $375K to $411K.
Where does The Blue Sky Tavern Retirement Plan rank by assets among Form 5500 filers? ▼
The Blue Sky Tavern Retirement Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Blue Sky Tavern Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rc Visions, Inc. 401(k) Profit Sharing Plan in CT ($411K, 2 participants).
Which 401(k) plans cover a similar participant headcount to The Blue Sky Tavern Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 852083652.

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.