401(k) · DOL Form 5500 · 2022
Bruce Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 167
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $9,935
- Avg per participant Low balance/head
Official DOL plan name: Bruce Management 401(k) Plan · Sponsored by Bruce Management, Inc. · Alabama · Retail Trade
$2M in assets, 167 participants
Bruce Management, Inc.'s Bruce Management 401(k) Plan reported $2M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #3,875 in Retail Trade (9,519 peers)
Coverage in Alabama
Bruce Management 401(k) Plan covers 167 participants in Alabama, about 46% of the average Alabama filer (state average ~360 per filing). Assets: $2M.
- #3,875
- in Retail Trade (9,519 peers)
- -15.7%
- assets change YoY
The plan reported a net loss of $310K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bruce Management 401(k) Plan among the smaller filed plans by assets
Bruce Management 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,659,121 31st percentile higher than 31% 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
Bruce Management 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. Bruce Management 401(k) Plan sits mid-pack in the medium band (167 participants).
EBSA filing schedule strip
Filing strip 203479956 · Bruce Management, Inc. PY 2022 · 401(k)
Bruce Management 401(k) Plan · $2M · 167 · 31st
- PART $2M
- TYPE 167
- NET 31st
- BOOK 401(k)
- VS-ST near The Jfw Corporation 401(k) Plan
- BOY ind #3875
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 Retail Trade retirement plans → · Plans in Alabama →
Bruce Management 401(k) Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$310K |
| Employer EIN | 203479956 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Bruce Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is The Jfw Corporation 401(k) Plan in CO ($2M); by covered participants it is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- 1st Constitution Bank 401(k) Retirement Savings Plan (NJ) 167 · 0 off
- Bentex Group, Inc. 401(k) Savings Plan (NY) 167 · 0 off
- Tantus Technologies 401(k) Plan (VA) 167 · 0 off
- Flinn Scientific, Inc. 401(k) Plan (IL) 167 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.