401(k) · DOL Form 5500 · 2023

Bright Futures Management Grou 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
435
Participants Below avg headcount
30th
Percentile by assets National rank
$4,226
Avg per participant Low balance/head
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Official DOL plan name: Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust · Sponsored by Bright Futures Management Grou · New York · Other Services

$2M in assets, 435 participants

Bright Futures Management Grou's Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 435 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,281 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust ranks #4,281 of 7,857 2023 filers by assets (1092% of the sector average)-$2M for 435 participants.

#4,281
in Other Services (7,857 peers)
+35.0%
assets growth YoY

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,838,150 30th percentile higher than 30% 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

Bright Futures Management Grou 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. Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (435 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust reported net income rose from -$250K in the plan year 2022 filing to $476K in the plan year 2023 filing.
  • Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust reported participants rose from 427 in the plan year 2022 filing to 435 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814030557 · Bright Futures Management Grou PY 2023 · 401(k)

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust · $2M · 435 · 30th

  • EBSA $2M
  • PART 435
  • TYPE 30th
  • NET 401(k)
  • BOOK near Tfl Corporation Vip Plus 401(k)
  • VS-ST ind #4281

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 Other Services retirement plans → · Plans in New York →

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bright Futures Management Grou 401(k) Profit Sharing Plan & TrustBright Futures Management Gr…$2MTfl Corporation Vip Plus 401(k)Tfl Corporation Vip Plus 401…$2MSouthern Rock Restaurants, LLC 401(k) Plan PlanSouthern Rock Restaurants, L…$2MHeartland Healthcare Services 401(k) Retirement PlanHeartland Healthcare Service…$2MThe Veterans Multi-Service Center, Inc. 401(k) Profit Sharing PlanThe Veterans Multi-Service C…$2M
End-of-year total assets ($M) among Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$476K
Employer EIN814030557
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bright Futures Management Grou)

Sponsor-wide plan assets over time

All Bright Futures Management Grou plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.968338629808684% vs 2022
2023 filing year
$1.2M$1.4M$1.6M$1.8M$2M 20222023 $1.36M $1.84M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 427 $1M
2023 1 435 $2M

Nearby 401(k) Plans in New York

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

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00183815 · Participants: 435Bright Futures Management Grou 401(k) Profit Sharing Plan & TrustIBM 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
Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tfl Corporation Vip Plus 401(k) in ID ($2M); by covered participants it is Twin Oaks Juvenile Development, Inc. 401(k) Plan in FL (435 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (435 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 Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust surged - up 35.0% during 2023, from $1M to $2M. Reported net income was $476K.
How have Bright Futures Management Grou plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bright Futures Management Grou's sponsor-wide assets grew 35.0%, from $1M to $2M.
Which 401(k) plans are similar in size to Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tfl Corporation Vip Plus 401(k) in ID ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Twin Oaks Juvenile Development, Inc. 401(k) Plan in FL (435 participants, $4M 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 814030557.

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.