401(k) · DOL Form 5500 · 2022

Brean Capital, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
165
Participants Small participant base
76th
Percentile by assets National rank
$111,790
Avg per participant Below avg balance/head
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Official DOL plan name: Brean Capital, LLC 401(k) Plan · Sponsored by Brean Capital, LLC · New York · Finance & Insurance

$18M in assets, 165 participants

Brean Capital, LLC's Brean Capital, LLC 401(k) Plan reported $18M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,758 in Finance & Insurance (9,261 peers)

Coverage in New York

Brean Capital, LLC 401(k) Plan covers 165 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $18M.

#5,758
in Finance & Insurance (9,261 peers)
-10.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brean Capital, LLC 401(k) Plan's outsized position by total assets

Brean Capital, LLC 401(k) Plan vs every filed plan by assets

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

$18,445,380 Top 24% higher than 76% 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

Brean Capital, LLC 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. Brean Capital, LLC 401(k) Plan sits mid-pack in the medium band (165 participants).

Published 5500 schedule card

Filing strip 134113323 · Brean Capital, LLC PY 2022 · 401(k)

Brean Capital, LLC 401(k) Plan · $18M · 165 · 76th

  • SCH $18M
  • SCH 165
  • SCH 76th
  • SCH 401(k)
  • SCH near Marathon Electrical Contractors, LLC 401(k) Plan
  • SCH ind #5758

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 →

Brean Capital, LLC 401(k) Plan in the asset neighbourhood

Brean Capital, LLC 401(k) PlanBrean Capital, LLC 401(k) Pl…$18MMarathon Electrical Contractors, LLC 401(k) PlanMarathon Electrical Contract…$18MAdult & Child Health 401(k) PlanAdult & Child Health 401(k) …$18MCentral Montana Medical Center 401(k) PlanCentral Montana Medical Cent…$18MReputation.Com, Inc. 401(k) PlanReputation.Com, Inc. 401(k) …$18M
End-of-year total assets ($M) among Brean Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN134113323
Plan Effective Date2000-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brean Capital, LLC)

Sponsor-wide plan assets over time

All Brean Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 51.30692888951054% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.5M $27.9M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 165 $18M
2023 1 160 $23M
2024 1 180 $28M

Nearby 401(k) Plans in New York

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

Brean Capital, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Brean Capital, LLC 401(k) Plan, Total assets ($B): 0.01844538 · Participants: 165Brean Capital, LLC 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
Brean Capital, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Brean Capital, LLC 401(k) Plan side-by-side with 3 peers →

Brean Capital, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Marathon Electrical Contractors, LLC 401(k) Plan in AL ($18M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Brean Capital, LLC 401(k) Plan assets move in 2022? ▼
Brean Capital, LLC 401(k) Plan pulled back noticeably - down 10.8% during 2022, from $21M to $18M. Reported net income was -$2M.
How have Brean Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brean Capital, LLC's sponsor-wide assets grew 51.3%, from $18M to $28M.
Where does Brean Capital, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Brean Capital, LLC 401(k) Plan ranks in the 76th 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 Brean Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marathon Electrical Contractors, LLC 401(k) Plan in AL ($18M, 411 participants).
Which 401(k) plans cover a similar participant headcount to Brean Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 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 134113323.

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.