401(k) · DOL Form 5500 · 2023

Brookstone Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
69
Participants Small participant base
40th
Percentile by assets National rank
$56,077
Avg per participant Low balance/head
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Official DOL plan name: Brookstone Capital Management LLC 401(k) Plan · Sponsored by Brookstone Capital Management LLC · Illinois · Finance & Insurance

$4M in assets, 69 participants

Brookstone Capital Management LLC's Brookstone Capital Management LLC 401(k) Plan reported $4M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,476 in Finance & Insurance (8,869 peers)

2023 asset change

Brookstone Capital Management LLC 401(k) Plan grew sharply 25.1% in 2023 ($3M → $4M) for 69 participants.

#2,476
in Finance & Insurance (8,869 peers)
+25.1%
assets growth YoY

Brookstone Capital Management LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Brookstone Capital Management LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,869,341 40th percentile higher than 40% of 127,068 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 2023

Brookstone Capital Management LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brookstone Capital Management LLC 401(k) Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookstone Capital Management LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $776K in the plan year 2023 filing.
  • Brookstone Capital Management LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Brookstone Capital Management LLC 401(k) Plan reported participants fell from 79 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205073624 · Brookstone Capital Management LLC PY 2023 · 401(k)

Brookstone Capital Management LLC 401(k) Plan · $4M · 69 · 40th

  • ASSETS $4M
  • PCT 69
  • EIN 40th
  • RANK 401(k)
  • PHOTO near Roto-Mix, LLC Retirement Plan 2
  • IND ind #2476

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 Illinois →

Brookstone Capital Management LLC 401(k) Plan in the asset neighbourhood

Brookstone Capital Management LLC 401(k) PlanBrookstone Capital Managemen…$4MRoto-Mix, LLC Retirement Plan 2Roto-Mix, LLC Retirement Pla…$4MSterling Bv, Inc. 401(k) Plan$4M403(b) Thrift Plan for Employees of Jewish Foundation for Group Homes, Inc.403(b) Thrift Plan for Emplo…$4MElray Manufacturing Company Profit Sharing PlanElray Manufacturing Company …$4M
End-of-year total assets ($M) among Brookstone Capital Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brookstone Capital Management LLC years around the 2023 move

Sponsor-wide plan assets over time

All Brookstone Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.09M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 79 $3M
2023 1 69 $4M
2024 1 64 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$776K
Employer EIN205073624
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Brookstone Capital Management LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Brookstone Capital Management LLC 401(k) Plan, Total assets ($B): 0.003869341 · Participants: 69Brookstone Capital Management LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Brookstone Capital Management LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Brookstone Capital Management LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Roto-Mix, LLC Retirement Plan 2 in KS ($4M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brookstone Capital Management LLC 401(k) Plan assets move in 2023? ▼
Brookstone Capital Management LLC 401(k) Plan grew sharply - up 25.1% during 2023, from $3M to $4M. Reported net income was $776K.
Which 401(k) plans are similar in size to Brookstone Capital Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roto-Mix, LLC Retirement Plan 2 in KS ($4M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Brookstone Capital Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205073624.

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.