401(k) · DOL Form 5500 · 2023

Brunswick Group, LLC 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
419
Participants Below avg headcount
89th
Percentile by assets National rank
$179,607
Avg per participant Above avg balance/head
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Official DOL plan name: Brunswick 401(k) Retirement Plan · Sponsored by Brunswick Group, LLC · New York · Professional & Technical Services

$75M in assets, 419 participants

Brunswick Group, LLC's Brunswick 401(k) Retirement Plan reported $75M in total assets and 419 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,379 in Professional & Technical Services (20,321 peers)

Where Brunswick 401(k) Retirement Plan sits by assets

Brunswick 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $75M for 419 participants (~$179,607/participant), up 30.2% in 2023.

#18,379
in Professional & Technical Services (20,321 peers)
+30.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Brunswick 401(k) Retirement Plan's outsized position by total assets

Brunswick 401(k) Retirement Plan vs every filed plan by assets

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

$75,255,489 Top 11% higher than 89% 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

Brunswick 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brunswick 401(k) Retirement Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brunswick 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Brunswick 401(k) Retirement Plan end-of-year assets rose from $58M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Brunswick 401(k) Retirement Plan reported participants rose from 367 in the plan year 2022 filing to 419 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201591418 · Brunswick Group, LLC PY 2023 · 401(k)

Brunswick 401(k) Retirement Plan · $75M · 419 · 89th

  • BOY $75M
  • BOY 419
  • BOY 89th
  • BOY 401(k)
  • BOY near Clear Touch Interactive Retirement Plan
  • BOY ind #18379

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 New York →

Brunswick 401(k) Retirement Plan in the asset neighbourhood

Brunswick 401(k) Retirement PlanBrunswick 401(k) Retirement …$75MKlaviyo, Inc. 401(k) Plan$75MClear Touch Interactive Retirement PlanClear Touch Interactive Reti…$75MMcgough Companies 401(k) Plan and TrustMcgough Companies 401(k) Pla…$75MPrima Care, P. C. Profit Sharing PlanPrima Care, P. C. Profit Sha…$75M
End-of-year total assets ($M) among Brunswick 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$75M
Net Income$17M
Employer EIN201591418
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brunswick Group, LLC)

Sponsor-wide plan assets over time

All Brunswick Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$89M 54.80328373899949% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $57.8M $89.5M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 367 $58M
2023 1 419 $75M
2024 1 401 $89M

Nearby 401(k) Plans in New York

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

Brunswick 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Brunswick 401(k) Retirement Plan, Total assets ($B): 0.075255489 · Participants: 419Brunswick 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Brunswick 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Brunswick 401(k) Retirement Plan side-by-side with 3 peers →

Brunswick 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Clear Touch Interactive Retirement Plan in SC ($75M); by covered participants it is Grecian Delight/Kronos Retirement Savings Plan in IL (419 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (419 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 Brunswick 401(k) Retirement Plan assets move in 2023? ▼
Brunswick 401(k) Retirement Plan surged - up 30.2% during 2023, from $58M to $75M. Reported net income was $17M.
How have Brunswick Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brunswick Group, LLC's sponsor-wide assets grew 54.8%, from $58M to $89M.
Where does Brunswick 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Brunswick 401(k) Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brunswick 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clear Touch Interactive Retirement Plan in SC ($75M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Brunswick 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grecian Delight/Kronos Retirement Savings Plan in IL (419 participants, N/A 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 201591418.

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.