401(k) · DOL Form 5500 · 2023
Koll Bren Schreiber Realty Advisors 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 81
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $405,548
- Avg per participant High balance/head
Official DOL plan name: Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan · Sponsored by Koll Bren Schreiber Realty Advisors · California · Real Estate
$33M in assets, 81 participants
Koll Bren Schreiber Realty Advisors's Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan reported $33M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #4,331 in Real Estate (4,727 peers)
Where Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan sits by assets
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 81 participants (~$405,548/participant), up 8.5% in 2023.
- #4,331
- in Real Estate (4,727 peers)
- +8.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan's outsized position by total assets
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,849,405 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Koll Bren Schreiber Realty Advisors Employees' 401(k) 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. Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan reported participants fell from 111 in the plan year 2022 filing to 81 in the plan year 2023 filing.
- Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $33M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 330785945 · Koll Bren Schreiber Realty Advisors PY 2023 · 401(k)
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan · $33M · 81 · 80th
- EIN $33M
- EIN 81
- EIN 80th
- EIN 401(k)
- EIN near Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan
- EIN ind #4331
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 Real Estate retirement plans → · Plans in California →
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $3M |
| Employer EIN | 330785945 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Koll Bren Schreiber Realty Advisors)
Sponsor-wide plan assets over time
All Koll Bren Schreiber Realty Advisors plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 24.11172589924692% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $30M |
| 2023 | 1 | 81 | $33M |
| 2024 | 1 | 78 | $38M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan in OR ($33M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan (OR) $33M · 515
- The Lightstone Group, LLC 401(k) Plan (NY) $33M · 521
- Cssi, Inc. Employee 401(k) Plan (DC) $33M · 144
- Mce 401(k) Retirement Plan (PA) $33M · 360
Similar participant headcount
Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.
- Vaughn Electric Company,Inc. 401(k) Plan (TN) 81 · 0 off
- Caribbean Marketing Reps Retirement Plan (PR) 81 · 0 off
- Cc Properties Investments, LLC 401(k) Plan (AZ) 81 · 0 off
- Computer Solutions 401(k) Profit Sharing Plan (TX) 81 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.