401(k) · DOL Form 5500 · 2022

Overbrook Management Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
45th
Percentile by assets National rank
$268,729
Avg per participant High balance/head
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Official DOL plan name: Overbrook Management 401(k) Plan · Sponsored by Overbrook Management Corporation · New York · Finance & Insurance

$4M in assets, 14 participants

Overbrook Management Corporation's Overbrook Management 401(k) Plan reported $4M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,836 in Finance & Insurance (9,261 peers)

Overbrook Management Corporation multi-year trail

Overbrook Management Corporation's plans moved +24.8% in assets from 2022 to 2024; this filing shows Overbrook Management 401(k) Plan at $4M / 14 participants.

#2,836
in Finance & Insurance (9,261 peers)
-14.0%
assets change YoY

The plan reported a net loss of $611K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Overbrook Management 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Overbrook Management 401(k) Plan vs every filed plan by assets

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

$3,762,212 45th percentile higher than 45% 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

Overbrook Management 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Overbrook Management 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 133087815 · Overbrook Management Corporation PY 2022 · 401(k)

Overbrook Management 401(k) Plan · $4M · 14 · 45th

  • RANK $4M
  • RANK 14
  • RANK 45th
  • RANK 401(k)
  • RANK near Pinnacle Structures, Inc 401(k) Profit Sharing Plan
  • RANK ind #2836

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 New York →

Overbrook Management 401(k) Plan in the asset neighbourhood

Overbrook Management 401(k) PlanOverbrook Management 401(k) …$4MPinnacle Structures, Inc 401(k) Profit Sharing PlanPinnacle Structures, Inc 401…$4MCritchfield Mechanical Inc. of Southern California 401(k) PlanCritchfield Mechanical Inc. …$4MThe Sun Valley Group, Inc. 401(k) PlanThe Sun Valley Group, Inc. 4…$4MD.a. Schoggin, Inc. Dba Techlight 401(k) P/S Retirement PlanD.a. Schoggin, Inc. Dba Tech…$4M
End-of-year total assets ($M) among Overbrook Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Overbrook Management Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Overbrook Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.830923935174308% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.76M $4.7M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 15 $5M
2024 1 15 $5M

Overbrook Management Corporation filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$611K
Employer EIN133087815
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Overbrook Management 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Overbrook Management 401(k) Plan, Total assets ($B): 0.003762212 · Participants: 14Overbrook Management 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Overbrook Management 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Overbrook Management 401(k) Plan side-by-side with 3 peers →

Overbrook Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pinnacle Structures, Inc 401(k) Profit Sharing Plan in AR ($4M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Overbrook Management 401(k) Plan assets move in 2022? ▼
Overbrook Management 401(k) Plan pulled back noticeably - down 14.0% during 2022, from $4M to $4M. Reported net income was -$611K.
How have Overbrook Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overbrook Management Corporation's sponsor-wide assets grew 24.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Overbrook Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinnacle Structures, Inc 401(k) Profit Sharing Plan in AR ($4M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Overbrook Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 133087815.

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.