Bluerock Therapeutics Us Retirement Plan — Form 5500 plan (Bluerock Therapeutics Lp)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bluerock Therapeutics Us Retirement Plan is a benefit plan reported by Bluerock Therapeutics Lp under EIN 36-4841934 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $12,470,313 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.5MPlan net assets, end of year$12,470,313
Participants258Covered participants reported
Assets / participant$48.3KComputed: assets ÷ participants$48,335 (computed)
Provider compensationNone reported
Plan sponsor
Bluerock Therapeutics Lp
EIN
36-4841934
Plan number
001
Plan type
2
Location
Cambridge, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    258 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.5M total assets
Net assets$12.5MLiabilities
Money in vs. money out
Total income / additions$6.8M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$882.4K
Participant$3.3M
Full reported line items

Net assets

Total assets (EOY)
$12,470,313
Net assets (EOY)
$12,470,313
Net assets (BOY)
$6,718,189

Income & contributions

Employer contributions
$882,382
Participant contributions
$3,339,374
Total contributions
$5,614,822
Total income / additions
$6,846,376

Expenses & distributions

Benefits paid
$1,091,599
Administrative expenses
$2,653
Total expenses
$1,094,252
Net increase / (decrease)
$5,752,124
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Bluerock Therapeutics Us Retirement Plan?
Bluerock Therapeutics Us Retirement Plan is reported as sponsored by Bluerock Therapeutics Lp (EIN 36-4841934, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bluerock Therapeutics Us Retirement Plan?
The latest Form 5500 filing year loaded for Bluerock Therapeutics Us Retirement Plan is 2023.
How many participants does Bluerock Therapeutics Us Retirement Plan report?
Bluerock Therapeutics Us Retirement Plan reports 258 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bluerock Therapeutics Us Retirement Plan?
Bluerock Therapeutics Us Retirement Plan reports $12,470,313 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages