Retirement plan

BLUE Q EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: BLUE Q CORPORATION - BLUE Q EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2024) Form 5500
Creator: BLUE Q CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE Q EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, BLUE Q CORPORATION

BLUE Q CORPORATIONEIN 04-3521482Plan #002PY 2024

703 WEST HOUSATONIC STREET - PITTSFIELD, MA 01201413-629-1988blueq.comLinkedIn51-200 employeesconsumer goods

Other plans on this EIN

1 filing

#001Retirement-$12.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.1M

+18.1% from 2023

Total participants

0.0% from 2023

Average account balance

$168,212

+20.0% from 2023

Annual return

11.46%

+1.63 pp from 2023

Benchmarks

See 9,013 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,013 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$10.09M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$168K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$565K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.46%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$-1184

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2P2Q3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$168,212

$101,763+65.3%

$164,866+2.0%

$80,874+108.0%

Participation rate

97.7%

71.8%+25.9pp

78.6%+19.1pp

67.6%+30.0pp

Annual return

11.46%

16.73%-5.3pp

69.97%-58.5pp

35.62%-24.2pp

Employer contribution / active EE

$13,140

$2,954+344.7%

$4,343+202.6%

$2,756+376.8%

Participant deferral / active EE

$4,477-100.0%

$6,033-100.0%

$4,297-100.0%

Admin fee / account holder

-$1,184

$8,228-114.4%

$12,689-109.3%

$6,935-117.1%

BLUE Q EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE Q EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion