401(k) · DOL Form 5500 · 2022

Koll Bren Schreiber Realty Advisors 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
111
Participants Small participant base
83rd
Percentile by assets National rank
$272,869
Avg per participant High balance/head
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Official DOL plan name: Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan · Sponsored by Koll Bren Schreiber Realty Advisors · California · Real Estate

$30M in assets, 111 participants

Koll Bren Schreiber Realty Advisors's Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan reported $30M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,685 in Real Estate (5,057 peers)

Coverage in California

Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan covers 111 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $30M.

#4,685
in Real Estate (5,057 peers)
-22.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan's outsized position by total assets

Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$30,288,483 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan sits mid-pack in the medium band (111 participants).

EBSA filing schedule strip

Filing strip 330785945 · Koll Bren Schreiber Realty Advisors PY 2022 · 401(k)

Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan · $30M · 111 · 83rd

  • NET $30M
  • NET 111
  • NET 83rd
  • NET 401(k)
  • NET near Set Environmental, Inc. 401(k) Savings Plan
  • NET ind #4685

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in California →

Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan in the asset neighbourhood

Koll Bren Schreiber Realty Advisors Employees' 401(k) PlanKoll Bren Schreiber Realty A…$30MSet Environmental, Inc. 401(k) Savings PlanSet Environmental, Inc. 401(…$30MGraham Companies Retirement Savings PlanGraham Companies Retirement …$30MPrincess House, Inc. 401(k) PlanPrincess House, Inc. 401(k) …$30MQuandel Enterprises, LLC and Subsidiaries Retirement Savings PlanQuandel Enterprises, LLC and…$30M
End-of-year total assets ($M) among Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$30M
Net Income-$9M
Employer EIN330785945
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koll Bren Schreiber Realty Advisors)

Sponsor-wide plan assets over time

All Koll Bren Schreiber Realty Advisors plans reported in each filing year

Latest sponsor-wide plan assets
$38M 24.11172589924692% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30.3M $37.6M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 111 $30M
2023 1 81 $33M
2024 1 78 $38M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan, Total assets ($B): 0.030288483 · Participants: 111Koll Bren Schreiber Realty Advisors Employees' 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan side-by-side with 3 peers →

Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Set Environmental, Inc. 401(k) Savings Plan in IL ($30M); by covered participants it is Vador Ventures Inc 401(k) Profit Sharing Plan & Trust in MD (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan assets move in 2022? ▼
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan declined sharply - down 22.8% during 2022, from $39M to $30M. Reported net income was -$9M.
How have Koll Bren Schreiber Realty Advisors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koll Bren Schreiber Realty Advisors's sponsor-wide assets grew 24.1%, from $30M to $38M.
Where does Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Set Environmental, Inc. 401(k) Savings Plan in IL ($30M, 467 participants).
Which 401(k) plans cover a similar participant headcount to Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vador Ventures Inc 401(k) Profit Sharing Plan & Trust in MD (111 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330785945.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.