401(k) · DOL Form 5500 · 2023

Brentwood Private Equity III, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
36
Participants Small participant base
75th
Percentile by assets National rank
$626,444
Avg per participant High balance/head
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Official DOL plan name: Brentwood Associates Private Equity Profit Sharing Plan · Sponsored by Brentwood Private Equity III, LLC · California · Finance & Insurance

$23M in assets, 36 participants

Brentwood Private Equity III, LLC's Brentwood Associates Private Equity Profit Sharing Plan reported $23M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,506 in Finance & Insurance (8,869 peers)

Where Brentwood Associates Private Equity Profit Sharing Plan sits by assets

Brentwood Associates Private Equity Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 36 participants (~$626,444/participant), up 22.2% in 2023.

#5,506
in Finance & Insurance (8,869 peers)
+22.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Brentwood Associates Private Equity Profit Sharing Plan's outsized position by total assets

Brentwood Associates Private Equity Profit Sharing Plan vs every filed plan by assets

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

$22,551,999 Top 25% higher than 75% 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

Brentwood Associates Private Equity Profit Sharing 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. Brentwood Associates Private Equity Profit Sharing Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brentwood Associates Private Equity Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Brentwood Associates Private Equity Profit Sharing Plan reported participants rose from 25 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Brentwood Associates Private Equity Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954746354 · Brentwood Private Equity III, LLC PY 2023 · 401(k)

Brentwood Associates Private Equity Profit Sharing Plan · $23M · 36 · 75th

  • PART $23M
  • PART 36
  • PART 75th
  • PART 401(k)
  • PART near Mcbrayer 401(k) Profit Sharing Plan
  • PART ind #5506

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 California →

Brentwood Associates Private Equity Profit Sharing Plan in the asset neighbourhood

Brentwood Associates Private Equity Profit Sharing PlanBrentwood Associates Private…$23MMcbrayer 401(k) Profit Sharing PlanMcbrayer 401(k) Profit Shari…$23MBurgess Information Systems Inc. Employees Savings TrustBurgess Information Systems …$23MWicker Smith 401(k) Plan I$23MStrategic Management Solutions, LLC 401(k) Profit Sharing PlanStrategic Management Solutio…$23M
End-of-year total assets ($M) among Brentwood Associates Private Equity Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN954746354
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brentwood Private Equity III, LLC)

Sponsor-wide plan assets over time

All Brentwood Private Equity III, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 22.220695728009296% vs 2022
2023 filing year
$18M$20M$22M$24M 20222023 $18.5M $22.6M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 25 $18M
2023 1 36 $23M

Nearby 401(k) Plans in California

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

Brentwood Associates Private Equity Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Brentwood Associates Private Equity Profit Sharing Plan, Total assets ($B): 0.022551999 · Participants: 36Brentwood Associates Private Equity Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Brentwood Associates Private Equity Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Brentwood Associates Private Equity Profit Sharing Plan side-by-side with 3 peers →

Brentwood Associates Private Equity Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mcbrayer 401(k) Profit Sharing Plan in KY ($23M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Brentwood Associates Private Equity Profit Sharing Plan assets move in 2023? ▼
Brentwood Associates Private Equity Profit Sharing Plan grew sharply - up 22.2% during 2023, from $18M to $23M. Reported net income was $4M.
How have Brentwood Private Equity III, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Brentwood Private Equity III, LLC's sponsor-wide assets grew 22.2%, from $18M to $23M.
Where does Brentwood Associates Private Equity Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Brentwood Associates Private Equity Profit Sharing Plan ranks in the 75th 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 Brentwood Associates Private Equity Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcbrayer 401(k) Profit Sharing Plan in KY ($23M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Brentwood Associates Private Equity Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 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 954746354.

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.