401(k) · DOL Form 5500 · 2023

Bi-Rite Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
199
Participants Below avg headcount
64th
Percentile by assets National rank
$65,790
Avg per participant Below avg balance/head
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Official DOL plan name: Bi-Rite Management Services, LLC Retirement Plan · Sponsored by Bi-Rite Management Services, LLC · California · Retail Trade

$13M in assets, 199 participants

Bi-Rite Management Services, LLC's Bi-Rite Management Services, LLC Retirement Plan reported $13M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,315 in Retail Trade (8,414 peers)

Coverage in California

Bi-Rite Management Services, LLC Retirement Plan covers 199 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $13M.

#6,315
in Retail Trade (8,414 peers)
+15.4%
assets growth YoY

Bi-Rite Management Services, LLC Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Bi-Rite Management Services, LLC Retirement Plan vs every filed plan by assets

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

$13,092,116 Top 36% higher than 64% 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

Bi-Rite Management Services, LLC Retirement 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. Bi-Rite Management Services, LLC Retirement Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bi-Rite Management Services, LLC Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bi-Rite Management Services, LLC Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Bi-Rite Management Services, LLC Retirement Plan reported participants fell from 222 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823361014 · Bi-Rite Management Services, LLC PY 2023 · 401(k)

Bi-Rite Management Services, LLC Retirement Plan · $13M · 199 · 64th

  • BOY $13M
  • SCH 199
  • EBSA 64th
  • PART 401(k)
  • TYPE near Stack Infrastructure Inc 401(k) Plan
  • NET ind #6315

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 Retail Trade retirement plans → · Plans in California →

Bi-Rite Management Services, LLC Retirement Plan in the asset neighbourhood

Bi-Rite Management Services, LLC Retirement PlanBi-Rite Management Services,…$13MStack Infrastructure Inc 401(k) PlanStack Infrastructure Inc 401…$13MTramontina USA, Inc. Retirement Savings PlanTramontina USA, Inc. Retirem…$13MRoche Fruit Co., Inc. 401(k) PlanRoche Fruit Co., Inc. 401(k)…$13MEasypak Retirement Savings PlanEasypak Retirement Savings P…$13M
End-of-year total assets ($M) among Bi-Rite Management Services, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN823361014
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bi-Rite Management Services, LLC)

Sponsor-wide plan assets over time

All Bi-Rite Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 38.815686034517924% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $15.7M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 222 $11M
2023 1 199 $13M
2024 1 196 $16M

Nearby 401(k) Plans in California

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

Bi-Rite Management Services, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bi-Rite Management Services, LLC Retirement Plan, Total assets ($B): 0.013092116 · Participants: 199Bi-Rite Management Services, LLC Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bi-Rite Management Services, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Bi-Rite Management Services, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stack Infrastructure Inc 401(k) Plan in CO ($13M); by covered participants it is Una's Nonprofit Retirement Solution in UT (199 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Bi-Rite Management Services, LLC Retirement Plan assets move in 2023?
Bi-Rite Management Services, LLC Retirement Plan grew sharply - up 15.4% during 2023, from $11M to $13M. Reported net income was $2M.
How have Bi-Rite Management Services, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Bi-Rite Management Services, LLC's sponsor-wide assets grew 38.8%, from $11M to $16M.
Which 401(k) plans are similar in size to Bi-Rite Management Services, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Stack Infrastructure Inc 401(k) Plan in CO ($13M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Bi-Rite Management Services, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Una's Nonprofit Retirement Solution in UT (199 participants, $987K in assets).