401(k) · DOL Form 5500 · 2022
Brighthouse Services, LLC 401(k) Plan
Data updated 2026-08-11
- $200M
- Total assets
- 1,483
- Participants
- 96th
- Percentile by assets
- $134,567
- Avg per participant
Official DOL plan name: Brighthouse Services, LLC Savings Plan and Trust · Sponsored by Brighthouse Services, LLC · North Carolina · Finance & Insurance
$200M in assets, 1,483 participants
Brighthouse Services, LLC's Brighthouse Services, LLC Savings Plan and Trust reported $200M in total assets and 1,483 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #8,566 in Finance & Insurance (9,261 peers)
Where Brighthouse Services, LLC Savings Plan and Trust sits by assets
Brighthouse Services, LLC Savings Plan and Trust sits in the top 5% of all filed plans by assets, $200M for 1,483 participants (~$134,567/participant), down 5.3% in 2022.
- $200M
- total plan assets (2022 EOY)
- 1,483
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $134,567
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brighthouse Services, LLC Savings Plan and Trust vs the 2022 asset distribution
By assets, Brighthouse Services, LLC Savings Plan and Trust outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $211M |
|---|---|
| Net Assets (End of Year) | $199M |
| Net Income | -$11M |
| Employer EIN | 813094008 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brighthouse Services, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,483 | $200M |
| 2023 | 1 | 1,452 | $263M |
| 2024 | 1 | 1,455 | $323M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Brighthouse Services, LLC Savings Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Brighthouse Services, LLC Savings Plan and Trust by total assets, not by location.
- Kindercare Education Savings and Investment Plan (OR) $200M · 32,249
- Powell Industries, Inc. Employees Incentive Savings Plan (TX) $200M · 1,441
- Commvault Systems, Inc. 401(k) Plan (NJ) $200M · 1,703
- Msd Puerto Rico Savings and Security Plan (PR) $199M · 680
Frequently Asked Questions
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Next read for Brighthouse Services, LLC Savings Plan a…
Scale reading
Ways to act on Brighthouse Services, LLC Savings Plan and Trust's numbers.
- By total assets, Brighthouse Services, LLC Savings Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Brighthouse Services, LLC's sponsor-wide assets have grown 61.8% since 2022 across 3 plan years on file. More Finance & Insurance plans