401(k) · DOL Form 5500 · 2022

Bbr Partners, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
131
Participants Small participant base
82nd
Percentile by assets National rank
$214,954
Avg per participant Above avg balance/head
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Official DOL plan name: Bbr Partners, LLC Retirement Plan · Sponsored by Bbr Partners, LLC · New York · Finance & Insurance

$28M in assets, 131 participants

Bbr Partners, LLC's Bbr Partners, LLC Retirement Plan reported $28M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,573 in Finance & Insurance (9,261 peers)

Coverage in New York

Bbr Partners, LLC Retirement Plan covers 131 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $28M.

#6,573
in Finance & Insurance (9,261 peers)
-15.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bbr Partners, LLC Retirement Plan's outsized position by total assets

Bbr Partners, LLC Retirement Plan vs every filed plan by assets

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

$28,159,003 Top 18% higher than 82% 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

Bbr Partners, LLC Retirement 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. Bbr Partners, LLC Retirement Plan sits mid-pack in the medium band (131 participants).

DOL schedule card

Filing strip 134088325 · Bbr Partners, LLC PY 2022 · 401(k)

Bbr Partners, LLC Retirement Plan · $28M · 131 · 82nd

  • PART $28M
  • TYPE 131
  • NET 82nd
  • BOOK 401(k)
  • VS-ST near Imo Employee Retirement Plan
  • BOY ind #6573

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 →

Bbr Partners, LLC Retirement Plan in the asset neighbourhood

Bbr Partners, LLC Retirement PlanBbr Partners, LLC Retirement…$28MImo Employee Retirement Plan$28MEpic Cpf 401(k) Plan$28MPhoenix Rehabilitation and Health Services, Inc. 401(k) PlanPhoenix Rehabilitation and H…$28MBethany Children's Health Center 401(k) PlanBethany Children's Health Ce…$28M
End-of-year total assets ($M) among Bbr Partners, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$28M
Net Income-$5M
Employer EIN134088325
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bbr Partners, LLC)

Sponsor-wide plan assets over time

All Bbr Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 56.986602117979814% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $28.2M $44.2M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 131 $28M
2023 1 160 $36M
2024 1 175 $44M

Nearby 401(k) Plans in New York

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

Bbr Partners, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bbr Partners, LLC Retirement Plan, Total assets ($B): 0.028159003 · Participants: 131Bbr Partners, LLC Retirement 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
Bbr Partners, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bbr Partners, LLC Retirement Plan side-by-side with 3 peers →

Bbr Partners, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Imo Employee Retirement Plan in IL ($28M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Bbr Partners, LLC Retirement Plan assets move in 2022? ▼
Bbr Partners, LLC Retirement Plan declined sharply - down 15.2% during 2022, from $33M to $28M. Reported net income was -$5M.
How have Bbr Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bbr Partners, LLC's sponsor-wide assets grew 57.0%, from $28M to $44M.
Where does Bbr Partners, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Bbr Partners, LLC Retirement Plan ranks in the 82nd 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 Bbr Partners, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imo Employee Retirement Plan in IL ($28M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Bbr Partners, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M 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 134088325.

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.