Profit Sharing · DOL Form 5500 · 2023

Glenbrook Capital Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
4
Participants Small participant base
68th
Percentile by assets National rank
$4.0M
Avg per participant High balance/head
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Official DOL plan name: Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan · Sponsored by Glenbrook Capital Management, Inc. · California · Professional & Technical Services

$16M in assets, 4 participants

Glenbrook Capital Management, Inc.'s Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan reported $16M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,788 in Professional & Technical Services (20,321 peers)

2023 asset change

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan grew at a solid clip 14.4% in 2023 ($14M → $16M) for 4 participants.

#13,788
in Professional & Technical Services (20,321 peers)
+14.4%
assets growth YoY

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan's outsized position by total assets

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan vs every filed plan by assets

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

$15,967,325 Top 32% higher than 68% 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

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 860848410 · Glenbrook Capital Management, Inc. PY 2023 · Profit Sharing

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan · $16M · 4 · 68th

  • EBSA $16M
  • PART 4
  • TYPE 68th
  • NET Profit Sharing
  • BOOK near Cleveland Museum of Natural History DC Retirement Plan
  • VS-ST ind #13788

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 Professional & Technical Services retirement plans → · Plans in California →

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan in the asset neighbourhood

Knoxville - Knox County Community Action Committee Retirement PlanKnoxville - Knox County Comm…$16MGlenbrook Capital Management, Inc. Employees' Profit Sharing PlanGlenbrook Capital Management…$16MCleveland Museum of Natural History DC Retirement PlanCleveland Museum of Natural …$16MPal Muthappan Profit Sharing$16MUri Employee's Retirement Pension PlanUri Employee's Retirement Pe…$16M
End-of-year total assets ($M) among Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Glenbrook Capital Management, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Glenbrook Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 4.4760346520159136% vs 2023
2024 filing year
$15.5M$16M$16.5M$17M 20232024 $16M $16.7M ▲ +4.4%
Year Plans Participants Total Assets
2023 1 4 $16M
2024 1 5 $17M

2023 asset-move particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN860848410
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan, Total assets ($B): 0.015967325 · Participants: 4Glenbrook Capital Management, Inc. Employees' Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Cleveland Museum of Natural History DC Retirement Plan in OH ($16M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan assets move in 2023?
Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $14M to $16M. Reported net income was $2M.
How have Glenbrook Capital Management, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Glenbrook Capital Management, Inc.'s sponsor-wide assets grew 4.5%, from $16M to $17M.
Which Profit Sharing plans are similar in size to Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Cleveland Museum of Natural History DC Retirement Plan in OH ($16M, 188 participants).
Which Profit Sharing plans cover a similar participant headcount to Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).