401(k) · DOL Form 5500 · 2023

Brigade Capital Management, LP 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
119
Participants Small participant base
86th
Percentile by assets National rank
$444,904
Avg per participant High balance/head
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Official DOL plan name: Brigade Capital Management, LP Incentive Savings Trust · Sponsored by Brigade Capital Management, LP · New York · Finance & Insurance

$53M in assets, 119 participants

Brigade Capital Management, LP's Brigade Capital Management, LP Incentive Savings Trust reported $53M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,970 in Finance & Insurance (8,869 peers)

Coverage in New York

Brigade Capital Management, LP Incentive Savings Trust covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $53M.

#6,970
in Finance & Insurance (8,869 peers)
+19.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Brigade Capital Management, LP Incentive Savings Trust's outsized position by total assets

Brigade Capital Management, LP Incentive Savings Trust vs every filed plan by assets

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

$52,943,592 Top 14% higher than 86% 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

Brigade Capital Management, LP Incentive Savings Trust 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. Brigade Capital Management, LP Incentive Savings Trust sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brigade Capital Management, LP Incentive Savings Trust reported net income rose from $1M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Brigade Capital Management, LP Incentive Savings Trust end-of-year assets rose from $44M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Brigade Capital Management, LP Incentive Savings Trust reported participants rose from 115 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 204895879 · Brigade Capital Management, LP PY 2023 · 401(k)

Brigade Capital Management, LP Incentive Savings Trust · $53M · 119 · 86th

  • ASSETS $53M
  • ASSETS 119
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near Lettuce Entertain You Employee Savings Plan
  • ASSETS ind #6970

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 New York →

Brigade Capital Management, LP Incentive Savings Trust in the asset neighbourhood

Wisconsin Diagnostic Laboratories Retirement Savings Plan and TrustWisconsin Diagnostic Laborat…$53MTrion Solutions, Inc. 401(k) Profit Sharing PlanTrion Solutions, Inc. 401(k)…$53MBrigade Capital Management, LP Incentive Savings TrustBrigade Capital Management, …$53MLettuce Entertain You Employee Savings PlanLettuce Entertain You Employ…$53MHigh-Purity Silicon America Corporation Savings and Investment PlanHigh-Purity Silicon America …$53M
End-of-year total assets ($M) among Brigade Capital Management, LP Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN204895879
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brigade Capital Management, LP)

Sponsor-wide plan assets over time

All Brigade Capital Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$62M 38.8999050794964% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.5M $61.8M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 115 $44M
2023 1 119 $53M
2024 1 118 $62M

Nearby 401(k) Plans in New York

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

Brigade Capital Management, LP Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Brigade Capital Management, LP Incentive Savings Trust, Total assets ($B): 0.052943592 · Participants: 119Brigade Capital Management, LP Incentive Savings TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Brigade Capital Management, LP Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Brigade Capital Management, LP Incentive Savings Trust side-by-side with 3 peers →

Brigade Capital Management, LP Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lettuce Entertain You Employee Savings Plan in IL ($53M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Brigade Capital Management, LP Incentive Savings Trust assets move in 2023? ▼
Brigade Capital Management, LP Incentive Savings Trust grew sharply - up 19.1% during 2023, from $44M to $53M. Reported net income was $8M.
How have Brigade Capital Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brigade Capital Management, LP's sponsor-wide assets grew 38.9%, from $44M to $62M.
Where does Brigade Capital Management, LP Incentive Savings Trust rank by assets among Form 5500 filers? ▼
Brigade Capital Management, LP Incentive Savings Trust ranks in the 86th 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 Brigade Capital Management, LP Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lettuce Entertain You Employee Savings Plan in IL ($53M, 5,088 participants).
Which 401(k) plans cover a similar participant headcount to Brigade Capital Management, LP Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 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 204895879.

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.