Bluerock Real Estate Holding LLC
Plan context: Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust
EIN 26-3446021 • Southfield, MI • 19 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
157
2024 Assets
$7,189,724
2024 Contributions
$1,177,898
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 157 | $7,189,724 | $1,177,898 | $7,503iApproximate average salary by contribution assumption: employee only about $187,563 at 4% or $125,042 at 6%; with 50% employer match about $125,042 at 4% or $83,362 at 6%; with 100% employer match about $93,782 at 4% or $62,521 at 6%. |
| Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust | - | 107 | $7,189,724 | $1,177,898 | $11,008iApproximate average salary by contribution assumption: employee only about $275,210 at 4% or $183,473 at 6%; with 50% employer match about $183,473 at 4% or $122,315 at 6%; with 100% employer match about $137,605 at 4% or $91,737 at 6%. |
| Bluerock Real Estate Holdings LLC Welfare Benefit Plan | - | 157 | - | - | - |
| 2023 | 2 | 149 | $5,719,812 | $491,866 | $3,301iApproximate average salary by contribution assumption: employee only about $82,528 at 4% or $55,019 at 6%; with 50% employer match about $55,019 at 4% or $36,679 at 6%; with 100% employer match about $41,264 at 4% or $27,509 at 6%. |
| Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust | - | 100 | $5,719,812 | $491,866 | $4,919iApproximate average salary by contribution assumption: employee only about $122,967 at 4% or $81,978 at 6%; with 50% employer match about $81,978 at 4% or $54,652 at 6%; with 100% employer match about $61,483 at 4% or $40,989 at 6%. |
| Bluerock Real Estate Holdings LLC Welfare Benefit Plan | - | 149 | - | - | - |
| 2022 | 2 | 146 | $1,383,504 | $313,853 | $2,150iApproximate average salary by contribution assumption: employee only about $53,742 at 4% or $35,828 at 6%; with 50% employer match about $35,828 at 4% or $23,885 at 6%; with 100% employer match about $26,871 at 4% or $17,914 at 6%. |
| Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust | - | 39 | $1,383,504 | $313,853 | $8,048iApproximate average salary by contribution assumption: employee only about $201,188 at 4% or $134,125 at 6%; with 50% employer match about $134,125 at 4% or $89,417 at 6%; with 100% employer match about $100,594 at 4% or $67,063 at 6%. |
| Bluerock Real Estate Holdings LLC Welfare Benefit Plan | - | 146 | - | - | - |
| 2021 | 2 | 144 | $1,431,744 | $209,532 | $1,455iApproximate average salary by contribution assumption: employee only about $36,377 at 4% or $24,251 at 6%; with 50% employer match about $24,251 at 4% or $16,168 at 6%; with 100% employer match about $18,189 at 4% or $12,126 at 6%. |
| Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust | - | 36 | $1,431,744 | $209,532 | $5,820iApproximate average salary by contribution assumption: employee only about $145,508 at 4% or $97,006 at 6%; with 50% employer match about $97,006 at 4% or $64,670 at 6%; with 100% employer match about $72,754 at 4% or $48,503 at 6%. |
| Bluerock Real Estate Holdings LLC Welfare Benefit Plan | - | 144 | - | - | - |
| 2020 | 2 | 144 | $1,111,522 | $163,719 | $1,137iApproximate average salary by contribution assumption: employee only about $28,423 at 4% or $18,949 at 6%; with 50% employer match about $18,949 at 4% or $12,633 at 6%; with 100% employer match about $14,212 at 4% or $9,474 at 6%. |
| Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust | - | 35 | $1,111,522 | $163,719 | $4,678iApproximate average salary by contribution assumption: employee only about $116,942 at 4% or $77,961 at 6%; with 50% employer match about $77,961 at 4% or $51,974 at 6%; with 100% employer match about $58,471 at 4% or $38,981 at 6%. |
| Bluerock Real Estate Holdings LLC Welfare Benefit Plan | - | 144 | - | - | - |
| 2019 | 2 | 134 | $1,161,704 | $163,915 | $1,223iApproximate average salary by contribution assumption: employee only about $30,581 at 4% or $20,387 at 6%; with 50% employer match about $20,387 at 4% or $13,592 at 6%; with 100% employer match about $15,291 at 4% or $10,194 at 6%. |
| Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust | - | 35 | $1,161,704 | $163,915 | $4,683iApproximate average salary by contribution assumption: employee only about $117,082 at 4% or $78,055 at 6%; with 50% employer match about $78,055 at 4% or $52,037 at 6%; with 100% employer match about $58,541 at 4% or $39,027 at 6%. |
| Bluerock Real Estate Holdings LLC Welfare Benefit Plan | - | 134 | - | - | - |
| 2018 | 2 | 144 | $964,612 | $110,733 | $769iApproximate average salary by contribution assumption: employee only about $19,224 at 4% or $12,816 at 6%; with 50% employer match about $12,816 at 4% or $8,544 at 6%; with 100% employer match about $9,612 at 4% or $6,408 at 6%. |
| Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust | - | 38 | $964,612 | $110,733 | $2,914iApproximate average salary by contribution assumption: employee only about $72,851 at 4% or $48,567 at 6%; with 50% employer match about $48,567 at 4% or $32,378 at 6%; with 100% employer match about $36,425 at 4% or $24,284 at 6%. |
| Bluerock Real Estate Holdings LLC Welfare Benefit Plan | - | 144 | - | - | - |
| 2017 | 1 | 45 | $1,414,634 | $319,755 | $7,106iApproximate average salary by contribution assumption: employee only about $177,642 at 4% or $118,428 at 6%; with 50% employer match about $118,428 at 4% or $78,952 at 6%; with 100% employer match about $88,821 at 4% or $59,214 at 6%. |
| Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust | - | 45 | $1,414,634 | $319,755 | $7,106iApproximate average salary by contribution assumption: employee only about $177,642 at 4% or $118,428 at 6%; with 50% employer match about $118,428 at 4% or $78,952 at 6%; with 100% employer match about $88,821 at 4% or $59,214 at 6%. |
| 2016 | 1 | 35 | $970,195 | $221,563 | $6,330iApproximate average salary by contribution assumption: employee only about $158,259 at 4% or $105,506 at 6%; with 50% employer match about $105,506 at 4% or $70,337 at 6%; with 100% employer match about $79,130 at 4% or $52,753 at 6%. |
| Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust | - | 35 | $970,195 | $221,563 | $6,330iApproximate average salary by contribution assumption: employee only about $158,259 at 4% or $105,506 at 6%; with 50% employer match about $105,506 at 4% or $70,337 at 6%; with 100% employer match about $79,130 at 4% or $52,753 at 6%. |
| 2015 | 1 | 31 | $787,173 | $189,197 | $6,103iApproximate average salary by contribution assumption: employee only about $152,578 at 4% or $101,719 at 6%; with 50% employer match about $101,719 at 4% or $67,813 at 6%; with 100% employer match about $76,289 at 4% or $50,859 at 6%. |
| Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust | - | 31 | $787,173 | $189,197 | $6,103iApproximate average salary by contribution assumption: employee only about $152,578 at 4% or $101,719 at 6%; with 50% employer match about $101,719 at 4% or $67,813 at 6%; with 100% employer match about $76,289 at 4% or $50,859 at 6%. |
| 2014 | 1 | 31 | $949,530 | $137,589 | $4,438iApproximate average salary by contribution assumption: employee only about $110,959 at 4% or $73,973 at 6%; with 50% employer match about $73,973 at 4% or $49,315 at 6%; with 100% employer match about $55,479 at 4% or $36,986 at 6%. |
| Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust | - | 31 | $949,530 | $137,589 | $4,438iApproximate average salary by contribution assumption: employee only about $110,959 at 4% or $73,973 at 6%; with 50% employer match about $73,973 at 4% or $49,315 at 6%; with 100% employer match about $55,479 at 4% or $36,986 at 6%. |
| 2013 | 1 | 36 | $850,675 | $209,133 | $5,809iApproximate average salary by contribution assumption: employee only about $145,231 at 4% or $96,821 at 6%; with 50% employer match about $96,821 at 4% or $64,547 at 6%; with 100% employer match about $72,616 at 4% or $48,410 at 6%. |
| Bluerock Real Estate Holding Plan 401(K) Profit Sharing Plan & Trust | - | 36 | $850,675 | $209,133 | $5,809iApproximate average salary by contribution assumption: employee only about $145,231 at 4% or $96,821 at 6%; with 50% employer match about $96,821 at 4% or $64,547 at 6%; with 100% employer match about $72,616 at 4% or $48,410 at 6%. |