Current Snapshot
Latest Year
2024
2024 Participants
465
2024 Assets
$36,293,414
2024 Contributions
$8,100,750
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 | 465 | $36,293,414 | $8,100,750 | $17,421iApproximate average salary by contribution assumption: employee only about $435,524 at 4% or $290,349 at 6%; with 50% employer match about $290,349 at 4% or $193,566 at 6%; with 100% employer match about $217,762 at 4% or $145,175 at 6%. |
| Blue Trust Inc. Retirement Plan | - | 465 | $36,293,414 | $8,100,750 | $17,421iApproximate average salary by contribution assumption: employee only about $435,524 at 4% or $290,349 at 6%; with 50% employer match about $290,349 at 4% or $193,566 at 6%; with 100% employer match about $217,762 at 4% or $145,175 at 6%. |
| Blue Trust Inc. Welfare Benefits Plan | - | 359 | - | - | - |
| 2023 | 2 | 441 | $27,583,052 | $7,918,899 | $17,957iApproximate average salary by contribution assumption: employee only about $448,917 at 4% or $299,278 at 6%; with 50% employer match about $299,278 at 4% or $199,519 at 6%; with 100% employer match about $224,459 at 4% or $149,639 at 6%. |
| Blue Trust Inc. Retirement Plan | - | 441 | $27,583,052 | $7,918,899 | $17,957iApproximate average salary by contribution assumption: employee only about $448,917 at 4% or $299,278 at 6%; with 50% employer match about $299,278 at 4% or $199,519 at 6%; with 100% employer match about $224,459 at 4% or $149,639 at 6%. |
| Blue Trust Inc. Welfare Benefits Plan | - | 409 | - | - | - |
| 2022 | 2 | 404 | $17,560,928 | $18,155,501 | $44,939iApproximate average salary by contribution assumption: employee only about $1,123,484 at 4% or $748,989 at 6%; with 50% employer match about $748,989 at 4% or $499,326 at 6%; with 100% employer match about $561,742 at 4% or $374,495 at 6%. |
| Blue Trust Inc. Retirement Plan | - | 404 | $17,560,928 | $18,155,501 | $44,939iApproximate average salary by contribution assumption: employee only about $1,123,484 at 4% or $748,989 at 6%; with 50% employer match about $748,989 at 4% or $499,326 at 6%; with 100% employer match about $561,742 at 4% or $374,495 at 6%. |
| Blue Trust Inc. Welfare Benefits Plan | - | 379 | - | - | - |