401(k) · DOL Form 5500 · 2023

Brightsphere Inc. 401(k) Plan

Data updated 2026-08-11

$259M
Total assets: 362
Participants: 96th
Percentile by assets: $715,002
Avg per participant

Official DOL plan name: Brightsphere Inc. Profit Sharing & 401(k) Plan · Sponsored by Brightsphere Inc. · Massachusetts · Management of Enterprises

$259M in assets, 362 participants

Brightsphere Inc.'s Brightsphere Inc. Profit Sharing & 401(k) Plan reported $259M in total assets and 362 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#974 in Management of Enterprises (1,137 peers)

Where Brightsphere Inc. Profit Sharing & 401(k) Plan sits by assets

Brightsphere Inc. Profit Sharing & 401(k) Plan sits in the top 5% of all filed plans by assets, $259M for 362 participants (~$715,002/participant), up 17.5% in 2023.

$259M
total plan assets (2023 EOY): 362
covered participants: 96th
percentile by assets (of 127,072 plans): $715,002
avg assets per participant

Brightsphere Inc. Profit Sharing & 401(k) Plan reported net income rose from -$52M in the plan year 2022 filing to $39M in the plan year 2023 filing.
Brightsphere Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $220M in the plan year 2022 filing to $259M in the plan year 2023 filing.
Brightsphere Inc. Profit Sharing & 401(k) Plan reported participants fell from 409 in the plan year 2022 filing to 362 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Management of Enterprises

Brightsphere Inc. Profit Sharing & 401(k) Plan vs the 2023 asset distribution

By assets, Brightsphere Inc. Profit Sharing & 401(k) Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$220M
Net Assets (End of Year)	$259M
Net Income	$39M
Employer EIN	042714625
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Brightsphere Inc.)

Total plan assets by year, all Brightsphere Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	409	$220M
2023	1	362	$259M
2024	1	348	$284M

Nearby 401(k) Plans in Massachusetts

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

Brightsphere Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Brightsphere Inc. Profit Sharing & 401(k… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Brightsphere Inc. Profit Sharing & 401(k) Plan by total assets, not by location.

Phelps Dunbar, LLP Savings and Retirement Plan (LA) $259M · 614
Pipefitters Local No 636 Defined Contribution Retirement Trust and Plan (MI) $259M · 1,547
Procore Technologies Retirement Plan (CA) $259M · 3,151
Cohu, Inc. Employees' Retirement Plan (CA) $259M · 583

Frequently Asked Questions

How did Brightsphere Inc. Profit Sharing & 401(k) Plan assets move in 2023? ▼

Brightsphere Inc. Profit Sharing & 401(k) Plan grew sharply - up 17.5% during 2023, from $220M to $259M. Reported net income was $39M.

How have Brightsphere Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Brightsphere Inc.'s sponsor-wide assets grew 29.1%, from $220M to $284M.

Where does Brightsphere Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼

Brightsphere Inc. Profit Sharing & 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Brightsphere Inc. Profit Sharing & 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Phelps Dunbar, LLP Savings and Retirement Plan in LA ($259M, 614 participants).

Next read for Brightsphere Inc. Profit Sharing & 401(k…

Scale reading

Ways to act on Brightsphere Inc. Profit Sharing & 401(k) Plan's numbers.

By total assets, Brightsphere Inc. Profit Sharing & 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Brightsphere Inc.'s sponsor-wide assets have grown 29.1% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 042714625.