401(k) · DOL Form 5500 · 2022

Breckenridge Is, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
408
Participants Below avg headcount
79th
Percentile by assets National rank
$55,909
Avg per participant Low balance/head
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Official DOL plan name: Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Breckenridge Is, Inc. · Georgia · Finance & Insurance

$23M in assets, 408 participants

Breckenridge Is, Inc.'s Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust reported $23M in total assets and 408 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,164 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust covers 408 participants in Georgia, about 37% of the average Georgia filer (state average ~1,096 per filing). Assets: $23M.

#6,164
in Finance & Insurance (9,261 peers)
-8.0%
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.

Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$22,810,747 Top 21% higher than 79% 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

Breckenridge Is, Inc. 401(k) Profit Sharing Plan and 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. Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (408 participants).

EBSA filing schedule strip

Filing strip 271251861 · Breckenridge Is, Inc. PY 2022 · 401(k)

Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust · $23M · 408 · 79th

  • IND $23M
  • EOY 408
  • 5500 79th
  • ASSETS 401(k)
  • PCT near Eqt Exeter Property Group, LLC 401(k) Plan
  • EIN ind #6164

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 Georgia →

Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Breckenridge Is, Inc. 401(k) Profit Sharing Plan and TrustBreckenridge Is, Inc. 401(k)…$23MEqt Exeter Property Group, LLC 401(k) PlanEqt Exeter Property Group, L…$23MWestern Beef Retail, Inc. 401(k) Profit Sharing PlanWestern Beef Retail, Inc. 40…$23MBrown Schultz Sheridan & Fritz Retirement PlanBrown Schultz Sheridan & Fri…$23MDrury Southwest, Inc.$23M
End-of-year total assets ($M) among Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN271251861
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Breckenridge Is, Inc.)

Sponsor-wide plan assets over time

All Breckenridge Is, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 15.223591756990684% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $22.8M $26.3M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 408 $23M
2023 1 437 $26M
2024 1 311 $26M

Nearby 401(k) Plans in Georgia

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

Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.022810747 · Participants: 408Breckenridge Is, Inc. 401(k) Profit Sharing Plan and TrustThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Eqt Exeter Property Group, LLC 401(k) Plan in PA ($23M); by covered participants it is Carecloud, Inc. 401(k) Plan in NJ (408 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 8.0% during 2022, from $25M to $23M. Reported net income was -$2M.
How have Breckenridge Is, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Breckenridge Is, Inc.'s sponsor-wide assets grew 15.2%, from $23M to $26M.
Where does Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 79th 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 Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Eqt Exeter Property Group, LLC 401(k) Plan in PA ($23M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carecloud, Inc. 401(k) Plan in NJ (408 participants, $20M 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 271251861.

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.