401(k) · DOL Form 5500 · 2023

Bridgewest Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
65
Participants Small participant base
37th
Percentile by assets National rank
$51,028
Avg per participant Low balance/head
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Official DOL plan name: Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan · Sponsored by Bridgewest Capital Management LLC · Florida · Finance & Insurance

$3M in assets, 65 participants

Bridgewest Capital Management LLC's Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan reported $3M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,297 in Finance & Insurance (8,869 peers)

Bridgewest Capital Management LLC multi-year trail

Bridgewest Capital Management LLC's plans moved +46.0% in assets from 2022 to 2024; this filing shows Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan at $3M / 65 participants.

#2,297
in Finance & Insurance (8,869 peers)
+25.6%
assets growth YoY

Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$3,316,825 37th percentile higher than 37% 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

Bridgewest Capital Management LLC 401(k) and Profit Sharing 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. Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $676K in the plan year 2023 filing.
  • Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan reported participants fell from 90 in the plan year 2022 filing to 65 in the plan year 2023 filing.
  • Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611737794 · Bridgewest Capital Management LLC PY 2023 · 401(k)

Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan · $3M · 65 · 37th

  • EBSA $3M
  • EBSA 65
  • EBSA 37th
  • EBSA 401(k)
  • EBSA near Threat Tec, LLC 401(k) Plan
  • EBSA ind #2297

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 Florida →

Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Bridgewest Capital Management LLC 401(k) and Profit Sharing PlanBridgewest Capital Managemen…$3MThreat Tec, LLC 401(k) Plan$3MVioptix 401 (K) Plan$3MHospice of South Texas Profit Sharing & 401(k) PlanHospice of South Texas Profi…$3MCoalition for Humane Immigrant Rights (Chirla) 401(k) Profit ShCoalition for Humane Immigra…$3M
End-of-year total assets ($M) among Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bridgewest Capital Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bridgewest Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.99789588174522% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.64M $3.86M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 90 $3M
2023 1 65 $3M
2024 1 68 $4M

Bridgewest Capital Management LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$676K
Employer EIN611737794
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.003316825 · Participants: 65Bridgewest Capital Management LLC 401(k) and Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Threat Tec, LLC 401(k) Plan in VA ($3M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan assets move in 2023? ▼
Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan grew sharply - up 25.6% during 2023, from $3M to $3M. Reported net income was $676K.
How have Bridgewest Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bridgewest Capital Management LLC's sponsor-wide assets grew 46.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Threat Tec, LLC 401(k) Plan in VA ($3M, 373 participants).
Which 401(k) plans cover a similar participant headcount to Bridgewest Capital Management LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 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 611737794.

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.