401(k) · DOL Form 5500 · 2022
Brighthouse Services, LLC 401(k) Plan
Data updated 2026-08-25
- $200M
- Total assets Near avg plan size
- 1,483
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $134,567
- Avg per participant Near avg balance/head
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.
- #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.
- #8,566
- in Finance & Insurance (9,261 peers)
- -5.3%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
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's outsized position by total assets
Brighthouse Services, LLC Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$199,563,074 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Brighthouse Services, LLC Savings Plan and Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brighthouse Services, LLC Savings Plan and Trust lands in the large band (1,483 participants).
DOL schedule card
Filing strip 813094008 · Brighthouse Services, LLC PY 2022 · 401(k)
Brighthouse Services, LLC Savings Plan and Trust · $200M · 1,483 · 96th
- PHOTO $200M
- IND 1,483
- EOY 96th
- 5500 401(k)
- ASSETS near Kindercare Education Savings and Investment Plan
- PCT ind #8566
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Brighthouse Services, LLC Savings Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Brighthouse Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $323M 61.76140481780713% vs 2022
- 2024 filing year
| 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.
- 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
Brighthouse Services, LLC Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Kindercare Education Savings and Investment Plan in OR ($200M); by covered participants it is Sistema Universitario Ana G Mendez Employees Savings Investment Plan in PR (1,483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,483 participants); asset peers above are excluded.
- Sistema Universitario Ana G Mendez Employees Savings Investment Plan (PR) 1,483 · 0 off
- Abbott Laboratories Stock Retirement Plan (Puerto Rico) (IL) 1,482 · 1 off
- 1-800-Flowers Team Services, Inc. 40i(K) Plan (NY) 1,484 · 1 off
- Daiichi Sankyo, Inc. Savings and Retirement Plan (NJ) 1,484 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.