401(k) · DOL Form 5500 · 2023

Bridge Investment Group Holdings LLC a Delaware LLC 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
2,064
Participants Near avg headcount
90th
Percentile by assets National rank
$39,788
Avg per participant Low balance/head
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Official DOL plan name: Bridge Investment Group 401(k) Retirement Plan · Sponsored by Bridge Investment Group Holdings LLC a Delaware LLC · Utah · Real Estate

$82M in assets, 2,064 participants

Bridge Investment Group Holdings LLC a Delaware LLC's Bridge Investment Group 401(k) Retirement Plan reported $82M in total assets and 2,064 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,581 in Real Estate (4,727 peers)

Coverage in Utah

Bridge Investment Group 401(k) Retirement Plan covers 2,064 participants in Utah, 3.5x the typical Utah plan (state average ~592 per filing). Assets: $82M.

#4,581
in Real Estate (4,727 peers)
+46.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bridge Investment Group 401(k) Retirement Plan's outsized position by total assets

Bridge Investment Group 401(k) Retirement Plan vs every filed plan by assets

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

$82,123,101 Top 10% higher than 90% 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

Bridge Investment Group 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bridge Investment Group 401(k) Retirement Plan lands in the large band (2,064 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bridge Investment Group 401(k) Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Bridge Investment Group 401(k) Retirement Plan end-of-year assets rose from $56M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Bridge Investment Group 401(k) Retirement Plan reported participants rose from 1,586 in the plan year 2022 filing to 2,064 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 454084424 · Bridge Investment Group Holdings LLC a Delaware LLC PY 2023 · 401(k)

Bridge Investment Group 401(k) Retirement Plan · $82M · 2,064 · 90th

  • NET $82M
  • NET 2,064
  • NET 90th
  • NET 401(k)
  • NET near Swa Group Profit Sharing and Savings Plan
  • NET ind #4581

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 Utah →

Bridge Investment Group 401(k) Retirement Plan in the asset neighbourhood

Providence Medical Associates 401(k) PlanProvidence Medical Associate…$82MThe Proconex Group 401(k) PlanThe Proconex Group 401(k) Pl…$82MSwa Group Profit Sharing and Savings PlanSwa Group Profit Sharing and…$82MBridge Investment Group 401(k) Retirement PlanBridge Investment Group 401(…$82MHealth New England 401(k) Retirement PlanHealth New England 401(k) Re…$82M
End-of-year total assets ($M) among Bridge Investment Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$82M
Net Income$26M
Employer EIN454084424
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bridge Investment Group Holdings LLC a Delaware LLC)

Sponsor-wide plan assets over time

All Bridge Investment Group Holdings LLC a Delaware LLC plans reported in each filing year

Latest sponsor-wide plan assets
$104M 85.20826848152498% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $56.1M $104M ▲ +85.2%
Year Plans Participants Total Assets
2022 1 1,586 $56M
2023 1 2,064 $82M
2024 1 2,134 $104M

Nearby 401(k) Plans in Utah

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

Bridge Investment Group 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Bridge Investment Group 401(k) Retirement Plan, Total assets ($B): 0.082123101 · Participants: 2064Bridge Investment Group 401(k) Retirement PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Bridge Investment Group 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Bridge Investment Group 401(k) Retirement Plan side-by-side with 3 peers →

Bridge Investment Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Swa Group Profit Sharing and Savings Plan in CA ($82M); by covered participants it is Q Services 401(k) Profit Sharing Plan and Trust in KS (2,063 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,064 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 Bridge Investment Group 401(k) Retirement Plan assets move in 2023? ▼
Bridge Investment Group 401(k) Retirement Plan surged - up 46.3% during 2023, from $56M to $82M. Reported net income was $26M.
How have Bridge Investment Group Holdings LLC a Delaware LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bridge Investment Group Holdings LLC a Delaware LLC's sponsor-wide assets grew 85.2%, from $56M to $104M.
Where does Bridge Investment Group 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Bridge Investment Group 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bridge Investment Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swa Group Profit Sharing and Savings Plan in CA ($82M, 271 participants).
Which 401(k) plans cover a similar participant headcount to Bridge Investment Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Q Services 401(k) Profit Sharing Plan and Trust in KS (2,063 participants, $84M 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 454084424.

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.