401(k) · DOL Form 5500 · 2023
Brighthouse Services, LLC 401(k) Plan
Data updated 2026-08-11
- $263M
- Total assets
- 1,452
- Participants
- 96th
- Percentile by assets
- $181,338
- Avg per participant
Official DOL plan name: Brighthouse Services, LLC Savings Plan and Trust · Sponsored by Brighthouse Services, LLC · North Carolina · Finance & Insurance
$263M in assets, 1,452 participants
Brighthouse Services, LLC's Brighthouse Services, LLC Savings Plan and Trust reported $263M in total assets and 1,452 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)
- #8,245 in Finance & Insurance (8,869 peers)
Where Brighthouse Services, LLC Savings Plan and Trust sits by assets
Brighthouse Services, LLC Savings Plan and Trust sits in the top 5% of all filed plans by assets, $263M for 1,452 participants (~$181,338/participant), up 31.9% in 2023.
- $263M
- total plan assets (2023 EOY)
- 1,452
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $181,338
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brighthouse Services, LLC Savings Plan and Trust reported net income rose from -$11M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Brighthouse Services, LLC Savings Plan and Trust end-of-year assets rose from $200M in the plan year 2022 filing to $263M in the plan year 2023 filing.
- Brighthouse Services, LLC Savings Plan and Trust reported participants fell from 1,483 in the plan year 2022 filing to 1,452 in the plan year 2023 filing.
Brighthouse Services, LLC Savings Plan and Trust vs the 2023 asset distribution
By assets, Brighthouse Services, LLC Savings Plan and Trust 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) | $200M |
|---|---|
| Net Assets (End of Year) | $263M |
| Net Income | $64M |
| Employer EIN | 813094008 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brighthouse Services, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,483 | $200M |
| 2023 | 1 | 1,452 | $263M |
| 2024 | 1 | 1,455 | $323M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Brighthouse Services, LLC Savings Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Brighthouse Services, LLC Savings Plan and Trust by total assets, not by location.
- Detroit Diesel UAW 163 Hourly Savings Plan (OR) $263M · 1,874
- National Futures Association Employee Retirement Savings Plan (IL) $263M · 523
- The Options Clearing Corporation Retirement Savings Plan (IL) $263M · 887
- Brambles USA 401(k) Plan (FL) $263M · 3,568
Frequently Asked Questions
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Next read for Brighthouse Services, LLC Savings Plan a…
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Ways to act on Brighthouse Services, LLC Savings Plan and Trust's numbers.
- By total assets, Brighthouse Services, LLC Savings Plan and Trust 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 North Carolina. Compare plans
- Brighthouse Services, LLC's sponsor-wide assets have grown 61.8% since 2022 across 3 plan years on file. More Finance & Insurance plans