401(k) · DOL Form 5500 · 2023

Brg Realty Group, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
167
Participants Small participant base
47th
Percentile by assets National rank
$34,182
Avg per participant Low balance/head
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Official DOL plan name: Brg Realty Group, LLC Employees' Savings Plan · Sponsored by Brg Realty Group, LLC · Ohio · Real Estate

$6M in assets, 167 participants

Brg Realty Group, LLC's Brg Realty Group, LLC Employees' Savings Plan reported $6M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,138 in Real Estate (4,727 peers)

Coverage in Ohio

Brg Realty Group, LLC Employees' Savings Plan covers 167 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#3,138
in Real Estate (4,727 peers)
+23.4%
assets growth YoY

Brg Realty Group, LLC Employees' Savings Plan's mid-pack asset rank among Real Estate and all filers

Brg Realty Group, LLC Employees' Savings Plan vs every filed plan by assets

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

$5,708,456 47th percentile higher than 47% 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

Brg Realty Group, LLC Employees' Savings 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. Brg Realty Group, LLC Employees' Savings Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brg Realty Group, LLC Employees' Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Brg Realty Group, LLC Employees' Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Brg Realty Group, LLC Employees' Savings Plan reported participants rose from 164 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202916184 · Brg Realty Group, LLC PY 2023 · 401(k)

Brg Realty Group, LLC Employees' Savings Plan · $6M · 167 · 47th

  • 5500 $6M
  • ASSETS 167
  • PCT 47th
  • EIN 401(k)
  • RANK near Csb Nutrition Corp. 401(k) Plan
  • PHOTO ind #3138

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 Ohio →

Brg Realty Group, LLC Employees' Savings Plan in the asset neighbourhood

Brg Realty Group, LLC Employees' Savings PlanBrg Realty Group, LLC Employ…$6MCsb Nutrition Corp. 401(k) PlanCsb Nutrition Corp. 401(k) P…$6MLeary Educational Foundation, Inc. Employee Profit Sharing PlanLeary Educational Foundation…$6MSpirit Environmental LLC 401(k) PlanSpirit Environmental LLC 401…$6MLyndon Institute, Inc. 401(k) PlanLyndon Institute, Inc. 401(k…$6M
End-of-year total assets ($M) among Brg Realty Group, LLC Employees' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN202916184
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brg Realty Group, LLC)

Sponsor-wide plan assets over time

All Brg Realty Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.19037868291195% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.63M $6.72M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 164 $5M
2023 1 167 $6M
2024 1 198 $7M

Nearby 401(k) Plans in Ohio

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

Brg Realty Group, LLC Employees' Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Brg Realty Group, LLC Employees' Savings Plan, Total assets ($B): 0.005708456 · Participants: 167Brg Realty Group, LLC Employees' Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Brg Realty Group, LLC Employees' Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Brg Realty Group, LLC Employees' Savings Plan side-by-side with 3 peers →

Brg Realty Group, LLC Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Csb Nutrition Corp. 401(k) Plan in UT ($6M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Brg Realty Group, LLC Employees' Savings Plan assets move in 2023? ▼
Brg Realty Group, LLC Employees' Savings Plan grew sharply - up 23.4% during 2023, from $5M to $6M. Reported net income was $1M.
How have Brg Realty Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brg Realty Group, LLC's sponsor-wide assets grew 45.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Brg Realty Group, LLC Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Csb Nutrition Corp. 401(k) Plan in UT ($6M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Brg Realty Group, LLC Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 202916184.

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.