How big is Blue OX Enterprises, LLC's plan?

Blue OX Enterprises, LLC's plan reported $3.7M in assets and 222 participants for 2024.

Original filing (PDF)20250806082225NAL0003020672001

Blue OX Enterprises, LLC

Name: Blue OX Enterprises, LLC — Blue OX Enterprises LLC, Form 5500 (2024)
Creator: Blue OX Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue OX Enterprises LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Blue OX Enterprises, LLC's Blue OX Enterprises LLC 401(k) Profit Sharing Plan and Trust held $3.7M in plan assets for 222 participants in 2024.

Signals · 1

No auditor on file

Active participants

222

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Wendi Newton signed Blue OX Enterprises, LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Blue OX Enterprises, LLC's EIN is 20-2296476.

EIN 20-2296476

Plan number 001

Plan year 2024

ACK ID 20250806082225NAL0003020672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blue OX Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blue OX Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUE OX ENTERPRISES, LLC.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score