401(k) · DOL Form 5500 · 2022

Bright Futures Management Grou 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
427
Participants Below avg headcount
28th
Percentile by assets National rank
$3,189
Avg per participant Low balance/head
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Official DOL plan name: Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust · Sponsored by Bright Futures Management Grou · New York · Other Services

$1M in assets, 427 participants

Bright Futures Management Grou's Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 427 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,389 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust ranks #4,389 of 8,398 2022 filers by assets (1474% of the sector average)-$1M for 427 participants.

#4,389
in Other Services (8,398 peers)
-15.5%
assets change YoY

The plan reported a net loss of $250K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,361,912 28th percentile higher than 28% 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

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust 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. Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (427 participants).

Published 5500 schedule card

Filing strip 814030557 · Bright Futures Management Grou PY 2022 · 401(k)

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust · $1M · 427 · 28th

  • PART $1M
  • TYPE 427
  • NET 28th
  • BOOK 401(k)
  • VS-ST near Morris-Baker Funeral Home, Inc. 401(k) Plan
  • BOY ind #4389

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 Other Services retirement plans → · Plans in New York →

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bright Futures Management Grou 401(k) Profit Sharing Plan & TrustBright Futures Management Gr…$1MMorris-Baker Funeral Home, Inc. 401(k) PlanMorris-Baker Funeral Home, I…$1MQlc 401(k) Profit Sharing Plan and TrustQlc 401(k) Profit Sharing Pl…$1MAlegion 401(k) Plan$1MFms, Inc. 401(k) Plan$1M
End-of-year total assets ($M) among Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$250K
Employer EIN814030557
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bright Futures Management Grou)

Sponsor-wide plan assets over time

All Bright Futures Management Grou plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.968338629808684% vs 2022
2023 filing year
$1.2M$1.4M$1.6M$1.8M$2M 20222023 $1.36M $1.84M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 427 $1M
2023 1 435 $2M

Nearby 401(k) Plans in New York

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

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001361912 · Participants: 427Bright Futures Management Grou 401(k) Profit Sharing Plan & TrustIBM 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
Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Morris-Baker Funeral Home, Inc. 401(k) Plan in TN ($1M); by covered participants it is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (427 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (427 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 Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust declined sharply - down 15.5% during 2022, from $2M to $1M. Reported net income was -$250K.
How have Bright Futures Management Grou plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bright Futures Management Grou's sponsor-wide assets grew 35.0%, from $1M to $2M.
Which 401(k) plans are similar in size to Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Morris-Baker Funeral Home, Inc. 401(k) Plan in TN ($1M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (427 participants, $15M 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 814030557.

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.