Retirement plan

BLAKE'S MINI STORAGE INC 401(K) PROFIT SHARING PLAN AND TRUST

Name: BLAKE'S MINI STORAGE INC - BLAKE'S MINI STORAGE INC 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: BLAKE'S MINI STORAGE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLAKE'S MINI STORAGE INC 401(K) PROFIT SHARING PLAN AND TRUST, BLAKE'S MINI STORAGE INC

BLAKE'S MINI STORAGE INCEIN 25-1849971Plan #001PY 2025

433 CONSTITUTION BLVD. - NEW BRIGHTON, PA 15066724-601-5757

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

+31.4% from 2024

Total participants

+20.0% from 2024

Average account balance

$321,704

+9.5% from 2024

Annual return

19.86%

+6.96 pp from 2024

Benchmarks

See 788 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort788 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$322K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+19.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value 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

$321,704

$151,427+112.4%

$112,860+185.0%

$154,746+107.9%

Participation rate

100.0%

69.1%+30.9pp

66.3%+33.7pp

80.7%+19.3pp

Annual return

19.86%

30.95%-11.1pp

35.26%-15.4pp

172.34%-152.5pp

Employer contribution / active EE

$24,529

$2,750+792.1%

$2,206+1011.9%

$4,379+460.1%

Participant deferral / active EE

$9,400

$4,285+119.4%

$3,493+169.1%

$6,730+39.7%

Admin fee / account holder

$7,369-100.0%

$6,841-100.0%

$14,365-100.0%

BLAKE'S MINI STORAGE INC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BLAKE'S MINI STORAGE INC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion