Department of Labor filing

BLM GROUP USA CORP

BLM GROUP USA CORP PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 6, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

81filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$5,679

Reported employer contributions per active participant.

Higher than about 92% of comparable plans
#People in the filing
185

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$167 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 56% of comparable plans
Investment performance
Not available

Plan assets changed 30.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202481out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions92nd percentileTypical peer $2,293 · based on 622 comparable plans
Lower reported administrative expense56th percentileTypical peer $193 · based on 639 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BLM GROUP USA CORP reported $1,050,662 in employer contributions across the plan and 185 active participants. That works out to $5,679 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 8.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 16.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context81/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$1,050,662
Participant contributions
$1,732,170
Other contributions
$690,345
Employer share of reported contributions
37.8%
Beginning assets
$16,270,472
Ending assets
$21,254,298
Ending net assets
$21,254,298
Ending liabilities
$0
Total income
$5,805,110
Total expenses
$821,284
Administrative expenses
$31,993
Participant loans
$340,962

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$6,175
2023
$6,087
2024
$5,679
Plan-paid administrative expenses per participant
2022
$143
2023
$165
2024
$167
Active participants
2022
140
2023
168
2024
185
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$5,67918521.3M20250806204505NAL0003164995001
2023$6,08716816.3M20240729050852NAL0041519378001
2022$6,17514011.8M20230803130740NAL0026790496001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.6%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
383613746-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2001
Industry
Industry group 333
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
CARILLON FUNDS2024Not reportedunknown
COLUMBIA2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, I2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250806204505NAL0003164995001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗