401(k) · DOL Form 5500 · 2023

Bracebridge Capital, LLC 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
155
Participants Small participant base
90th
Percentile by assets National rank
$521,019
Avg per participant High balance/head
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Official DOL plan name: Bracebridge Capital, LLC 401(k) Profit Sharing Plan · Sponsored by Bracebridge Capital, LLC · Massachusetts · Finance & Insurance

$81M in assets, 155 participants

Bracebridge Capital, LLC's Bracebridge Capital, LLC 401(k) Profit Sharing Plan reported $81M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,467 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Bracebridge Capital, LLC 401(k) Profit Sharing Plan covers 155 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $81M.

#7,467
in Finance & Insurance (8,869 peers)
+30.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bracebridge Capital, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Bracebridge Capital, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$80,757,908 Top 10% higher than 90% 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

Bracebridge Capital, LLC 401(k) Profit Sharing 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. Bracebridge Capital, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bracebridge Capital, LLC 401(k) Profit Sharing Plan reported net income rose from -$13M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Bracebridge Capital, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $62M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • Bracebridge Capital, LLC 401(k) Profit Sharing Plan reported participants fell from 157 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043344637 · Bracebridge Capital, LLC PY 2023 · 401(k)

Bracebridge Capital, LLC 401(k) Profit Sharing Plan · $81M · 155 · 90th

  • PHOTO $81M
  • IND 155
  • EOY 90th
  • 5500 401(k)
  • ASSETS near Cnb Bank Employees' Savings & Profit Sharing Plan and Trust
  • PCT ind #7467

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 Massachusetts →

Bracebridge Capital, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Emoney Advisor, LLC 401(k) PlanEmoney Advisor, LLC 401(k) P…$81MBracebridge Capital, LLC 401(k) Profit Sharing PlanBracebridge Capital, LLC 401…$81MCnb Bank Employees' Savings & Profit Sharing Plan and TrustCnb Bank Employees' Savings …$81MCamden National Corporation Retirement Savings 401(k) PlanCamden National Corporation …$81MRumberger, Kirk & Caldwell, Professional Association Profit Sharing PlanRumberger, Kirk & Caldwell, …$81M
End-of-year total assets ($M) among Bracebridge Capital, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$81M
Net Income$19M
Employer EIN043344637
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bracebridge Capital, LLC)

Sponsor-wide plan assets over time

All Bracebridge Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$95M 54.19280944202083% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $61.9M $95.4M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 157 $62M
2023 1 155 $81M
2024 1 165 $95M

Nearby 401(k) Plans in Massachusetts

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

Bracebridge Capital, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bracebridge Capital, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.080757908 · Participants: 155Bracebridge Capital, LLC 401(k) Profit Sharing 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
Bracebridge Capital, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bracebridge Capital, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bracebridge Capital, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cnb Bank Employees' Savings & Profit Sharing Plan and Trust in PA ($81M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Bracebridge Capital, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Bracebridge Capital, LLC 401(k) Profit Sharing Plan surged - up 30.5% during 2023, from $62M to $81M. Reported net income was $19M.
How have Bracebridge Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bracebridge Capital, LLC's sponsor-wide assets grew 54.2%, from $62M to $95M.
Where does Bracebridge Capital, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bracebridge Capital, LLC 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bracebridge Capital, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cnb Bank Employees' Savings & Profit Sharing Plan and Trust in PA ($81M, 737 participants).
Which 401(k) plans cover a similar participant headcount to Bracebridge Capital, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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 043344637.

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.