401(k) · DOL Form 5500 · 2023

Brighthouse Services, LLC 401(k) Plan

Data updated 2026-08-25

$263M
Total assets Near avg plan size
1,452
Participants Near avg headcount
96th
Percentile by assets National rank
$181,338
Avg per participant Above avg balance/head
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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.

  • #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.

#8,245
in Finance & Insurance (8,869 peers)
+31.9%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Brighthouse Services, LLC Savings Plan and Trust's outsized position by total assets

Brighthouse Services, LLC Savings Plan and Trust vs every filed plan by assets

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

$263,303,411 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

Brighthouse Services, LLC Savings Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brighthouse Services, LLC Savings Plan and Trust lands in the large band (1,452 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 813094008 · Brighthouse Services, LLC PY 2023 · 401(k)

Brighthouse Services, LLC Savings Plan and Trust · $263M · 1,452 · 96th

  • PART $263M
  • PART 1,452
  • PART 96th
  • PART 401(k)
  • PART near Detroit Diesel UAW 163 Hourly Savings Plan
  • PART ind #8245

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 North Carolina →

Brighthouse Services, LLC Savings Plan and Trust in the asset neighbourhood

The Options Clearing Corporation Retirement Savings PlanThe Options Clearing Corpora…$263MBrighthouse Services, LLC Savings Plan and TrustBrighthouse Services, LLC Sa…$263MDetroit Diesel UAW 163 Hourly Savings PlanDetroit Diesel UAW 163 Hourl…$263MNational Futures Association Employee Retirement Savings PlanNational Futures Association…$263MBrambles USA 401(k) Plan$263M
End-of-year total assets ($M) among Brighthouse Services, LLC Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$200M
Net Assets (End of Year)$263M
Net Income$64M
Employer EIN813094008
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brighthouse Services, LLC)

Sponsor-wide plan assets over time

All Brighthouse Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$323M 61.76140481780713% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $200M $323M ▲ +61.8%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Brighthouse Services, LLC Savings Plan and Trust, Total assets ($B): 0.263303411 · Participants: 1452Brighthouse Services, LLC Savings Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Brighthouse Services, LLC Savings Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Brighthouse Services, LLC Savings Plan and Trust side-by-side with 3 peers →

Brighthouse Services, LLC Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Detroit Diesel UAW 163 Hourly Savings Plan in OR ($263M); by covered participants it is Hawaiian Gardens Casino 401(k) Plan in CA (1,452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,452 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 Brighthouse Services, LLC Savings Plan and Trust assets move in 2023? ▼
Brighthouse Services, LLC Savings Plan and Trust surged - up 31.9% during 2023, from $200M to $263M. Reported net income was $64M.
How have Brighthouse Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brighthouse Services, LLC's sponsor-wide assets grew 61.8%, from $200M to $323M.
Where does Brighthouse Services, LLC Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Brighthouse Services, LLC Savings Plan and Trust 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 Brighthouse Services, LLC Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Detroit Diesel UAW 163 Hourly Savings Plan in OR ($263M, 1,874 participants).
Which 401(k) plans cover a similar participant headcount to Brighthouse Services, LLC Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hawaiian Gardens Casino 401(k) Plan in CA (1,452 participants, $64M 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 813094008.

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.