401(k) · DOL Form 5500 · 2023

Brightsphere Inc. 401(k) Plan

Data updated 2026-08-25

$259M
Total assets Near avg plan size
362
Participants Below avg headcount
96th
Percentile by assets National rank
$715,002
Avg per participant High balance/head
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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.

  • #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.

#974
in Management of Enterprises (1,137 peers)
+17.5%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Brightsphere Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Brightsphere Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$258,830,807 Top 4% higher than 96% 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

Brightsphere Inc. Profit Sharing & 401(k) 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. Brightsphere Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 2022→2023 release diff →

DOL schedule card

Filing strip 042714625 · Brightsphere Inc. PY 2023 · 401(k)

Brightsphere Inc. Profit Sharing & 401(k) Plan · $259M · 362 · 96th

  • SCH $259M
  • SCH 362
  • SCH 96th
  • SCH 401(k)
  • SCH near Phelps Dunbar, LLP Savings and Retirement Plan
  • SCH ind #974

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 Management of Enterprises retirement plans → · Plans in Massachusetts →

Brightsphere Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Procore Technologies Retirement PlanProcore Technologies Retirem…$259MPipefitters Local No 636 Defined Contribution Retirement Trust and PlanPipefitters Local No 636 Def…$259MPhelps Dunbar, LLP Savings and Retirement PlanPhelps Dunbar, LLP Savings a…$259MBrightsphere Inc. Profit Sharing & 401(k) PlanBrightsphere Inc. Profit Sha…$259MCohu, Inc. Employees' Retirement PlanCohu, Inc. Employees' Retire…$259M
End-of-year total assets ($M) among Brightsphere Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$220M
Net Assets (End of Year)$259M
Net Income$39M
Employer EIN042714625
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brightsphere Inc.)

Sponsor-wide plan assets over time

All Brightsphere Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$284M 29.070029657923946% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $220M $284M ▲ +29.1%
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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Brightsphere Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.258830807 · Participants: 362Brightsphere Inc. Profit Sharing & 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Brightsphere Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Brightsphere Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Brightsphere Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Phelps Dunbar, LLP Savings and Retirement Plan in LA ($259M); by covered participants it is G.a. Richards Company Employees' 401(k) Plan in MI (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 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 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).
Which 401(k) plans cover a similar participant headcount to Brightsphere Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G.a. Richards Company Employees' 401(k) Plan in MI (362 participants, $3M 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 042714625.

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.