401(k) · DOL Form 5500 · 2023

Bentallgreenoak (U.S.), Limited Partnership 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
280
Participants Below avg headcount
86th
Percentile by assets National rank
$182,508
Avg per participant Above avg balance/head
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Official DOL plan name: Bentallgreenoak (U.S.), LP 401(k) Retirement Plan · Sponsored by Bentallgreenoak (U.S.), Limited Partnership · Washington · Finance & Insurance

$51M in assets, 280 participants

Bentallgreenoak (U.S.), Limited Partnership's Bentallgreenoak (U.S.), LP 401(k) Retirement Plan reported $51M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,925 in Finance & Insurance (8,869 peers)

Coverage in Washington

Bentallgreenoak (U.S.), LP 401(k) Retirement Plan covers 280 participants in Washington, about 19% of the average Washington filer (state average ~1,476 per filing). Assets: $51M.

#6,925
in Finance & Insurance (8,869 peers)
+24.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bentallgreenoak (U.S.), LP 401(k) Retirement Plan's outsized position by total assets

Bentallgreenoak (U.S.), LP 401(k) Retirement Plan vs every filed plan by assets

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

$51,102,230 Top 14% higher than 86% 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

Bentallgreenoak (U.S.), LP 401(k) 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. Bentallgreenoak (U.S.), LP 401(k) Retirement Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bentallgreenoak (U.S.), LP 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Bentallgreenoak (U.S.), LP 401(k) Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Bentallgreenoak (U.S.), LP 401(k) Retirement Plan reported participants rose from 242 in the plan year 2022 filing to 280 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205300937 · Bentallgreenoak (U.S.), Limited Partnership PY 2023 · 401(k)

Bentallgreenoak (U.S.), LP 401(k) Retirement Plan · $51M · 280 · 86th

  • BOOK $51M
  • BOOK 280
  • BOOK 86th
  • BOOK 401(k)
  • BOOK near Pfizer Pharmaceuticals LLC Profit Sharing Employee Savings Plan
  • BOOK ind #6925

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 →

Bentallgreenoak (U.S.), LP 401(k) Retirement Plan in the asset neighbourhood

Pfizer Pharmaceuticals LLC Profit Sharing Employee Savings PlanPfizer Pharmaceuticals LLC P…$51MYam Management 401(k) Plan$51MBentallgreenoak (U.S.), LP 401(k) Retirement PlanBentallgreenoak (U.S.), LP 4…$51MPlant/Allison Corporation Profit Sharing 401(k) PlanPlant/Allison Corporation Pr…$51MSierra Pacific Orthopaedic Center Medical Group, Inc. 401(k) Profit Sharing PlanSierra Pacific Orthopaedic C…$51M
End-of-year total assets ($M) among Bentallgreenoak (U.S.), LP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$51M
Net Income$10M
Employer EIN205300937
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bentallgreenoak (U.S.), Limited Partnership)

Sponsor-wide plan assets over time

All Bentallgreenoak (U.S.), Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$59M 42.99447640031747% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $41.1M $58.8M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 242 $41M
2023 1 280 $51M
2024 1 250 $59M

Nearby 401(k) Plans in Washington

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

Bentallgreenoak (U.S.), LP 401(k) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Bentallgreenoak (U.S.), LP 401(k) Retirement Plan, Total assets ($B): 0.05110223 · Participants: 280Bentallgreenoak (U.S.), LP 401(k) Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Bentallgreenoak (U.S.), LP 401(k) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Bentallgreenoak (U.S.), LP 401(k) Retirement Plan side-by-side with 3 peers →

Bentallgreenoak (U.S.), LP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Pfizer Pharmaceuticals LLC Profit Sharing Employee Savings Plan in PA ($51M); by covered participants it is Hfri, LLC 401(k) Plan in IL (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Bentallgreenoak (U.S.), LP 401(k) Retirement Plan assets move in 2023? ▼
Bentallgreenoak (U.S.), LP 401(k) Retirement Plan grew sharply - up 24.2% during 2023, from $41M to $51M. Reported net income was $10M.
How have Bentallgreenoak (U.S.), Limited Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bentallgreenoak (U.S.), Limited Partnership's sponsor-wide assets grew 43.0%, from $41M to $59M.
Where does Bentallgreenoak (U.S.), LP 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Bentallgreenoak (U.S.), LP 401(k) Retirement Plan ranks in the 86th 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 Bentallgreenoak (U.S.), LP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pfizer Pharmaceuticals LLC Profit Sharing Employee Savings Plan in PA ($51M, 1,428 participants).
Which 401(k) plans cover a similar participant headcount to Bentallgreenoak (U.S.), LP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hfri, LLC 401(k) Plan in IL (280 participants, N/A 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 205300937.

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.