401(k) · DOL Form 5500 · 2023

Bbr Partners, LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
160
Participants Small participant base
82nd
Percentile by assets National rank
$224,528
Avg per participant Above avg balance/head
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Official DOL plan name: Bbr Partners, LLC Retirement Plan · Sponsored by Bbr Partners, LLC · New York · Finance & Insurance

$36M in assets, 160 participants

Bbr Partners, LLC's Bbr Partners, LLC Retirement Plan reported $36M in total assets and 160 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.

  • #6,387 in Finance & Insurance (8,869 peers)

Coverage in New York

Bbr Partners, LLC Retirement Plan covers 160 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $36M.

#6,387
in Finance & Insurance (8,869 peers)
+27.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bbr Partners, LLC Retirement Plan's outsized position by total assets

Bbr Partners, LLC Retirement Plan vs every filed plan by assets

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

$35,924,516 Top 18% higher than 82% 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

Bbr Partners, 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. Bbr Partners, LLC Retirement Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bbr Partners, LLC Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bbr Partners, LLC Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Bbr Partners, LLC Retirement Plan reported participants rose from 131 in the plan year 2022 filing to 160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134088325 · Bbr Partners, LLC PY 2023 · 401(k)

Bbr Partners, LLC Retirement Plan · $36M · 160 · 82nd

  • BOY $36M
  • SCH 160
  • EBSA 82nd
  • PART 401(k)
  • TYPE near Mammoth Energy Partners 401(k) Profit Sharing Plan and Trust
  • NET ind #6387

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 New York →

Bbr Partners, LLC Retirement Plan in the asset neighbourhood

Mammoth Energy Partners 401(k) Profit Sharing Plan and TrustMammoth Energy Partners 401(…$36MStrand Physician Specialists, P.a. 401(k) PlanStrand Physician Specialists…$36MBbr Partners, LLC Retirement PlanBbr Partners, LLC Retirement…$36MIntricon 401(k) Employee Savings PlanIntricon 401(k) Employee Sav…$36MNextroll 401(k) Plan & Trust$36M
End-of-year total assets ($M) among Bbr Partners, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$36M
Net Income$8M
Employer EIN134088325
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bbr Partners, LLC)

Sponsor-wide plan assets over time

All Bbr Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 56.986602117979814% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $28.2M $44.2M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 131 $28M
2023 1 160 $36M
2024 1 175 $44M

Nearby 401(k) Plans in New York

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

Bbr Partners, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bbr Partners, LLC Retirement Plan, Total assets ($B): 0.035924516 · Participants: 160Bbr Partners, LLC Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Bbr Partners, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bbr Partners, LLC Retirement Plan side-by-side with 3 peers →

Bbr Partners, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mammoth Energy Partners 401(k) Profit Sharing Plan and Trust in OK ($36M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Bbr Partners, LLC Retirement Plan assets move in 2023? ▼
Bbr Partners, LLC Retirement Plan grew sharply - up 27.6% during 2023, from $28M to $36M. Reported net income was $8M.
How have Bbr Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bbr Partners, LLC's sponsor-wide assets grew 57.0%, from $28M to $44M.
Where does Bbr Partners, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Bbr Partners, LLC Retirement Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bbr Partners, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mammoth Energy Partners 401(k) Profit Sharing Plan and Trust in OK ($36M, 1,094 participants).
Which 401(k) plans cover a similar participant headcount to Bbr Partners, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 8-Koi, Inc. 401(k) Plan in FL (160 participants, $2M 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 134088325.

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.