401(k) · DOL Form 5500 · 2023
Brighton Jones, LLC 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 224
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $161,073
- Avg per participant Above avg balance/head
Official DOL plan name: Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Brighton Jones, LLC · Washington · Finance & Insurance
$36M in assets, 224 participants
Brighton Jones, LLC's Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust reported $36M in total assets and 224 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,399 in Finance & Insurance (8,869 peers)
Coverage in Washington
Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust covers 224 participants in Washington, about 15% of the average Washington filer (state average ~1,476 per filing). Assets: $36M.
- #6,399
- in Finance & Insurance (8,869 peers)
- +38.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,080,360 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Brighton Jones, LLC 401(k) Profit Sharing Plan & 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. Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (224 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $26M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 202 in the plan year 2022 filing to 224 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 912007475 · Brighton Jones, LLC PY 2023 · 401(k)
Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust · $36M · 224 · 82nd
- TYPE $36M
- NET 224
- BOOK 82nd
- VS-ST 401(k)
- BOY near Corrigan Moving and Storage Co. Tax Deferred Savings Plan and Trust
- SCH ind #6399
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 Washington →
Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $10M |
| Employer EIN | 912007475 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brighton Jones, LLC)
Sponsor-wide plan assets over time
All Brighton Jones, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 72.32865962212306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 202 | $26M |
| 2023 | 1 | 224 | $36M |
| 2024 | 1 | 238 | $45M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Corrigan Moving and Storage Co. Tax Deferred Savings Plan and Trust in MI ($36M); by covered participants it is Egomotion Corp. 401(k) Plan in CA (224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Corrigan Moving and Storage Co. Tax Deferred Savings Plan and Trust (MI) $36M · 457
- Rubenstein 401(k) Plan (NY) $36M · 146
- Badger Daylighting Corp. 401(k) Plan (IN) $36M · 1,099
- Trail Blazers Savings and Retirement Plan (OR) $36M · 346
Similar participant headcount
Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.
- Egomotion Corp. 401(k) Plan (CA) 224 · 0 off
- Accutec Blades, Inc. 401(k) Plan (VA) 224 · 0 off
- Sensei Wellness Holdings Inc 401(k) Profit Sharing Plan & Trust (CA) 224 · 0 off
- Blue Lake Casino 401(k) Plan (CA) 224 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.