401(k) · DOL Form 5500 · 2023

Brg Management, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
47
Participants Small participant base
44th
Percentile by assets National rank
$105,497
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aspen Heights 401(k) Plan · Sponsored by Brg Management, Inc. · Texas · Construction

$5M in assets, 47 participants

Brg Management, Inc.'s Aspen Heights 401(k) Plan reported $5M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,825 in Construction (9,030 peers)

Brg Management, Inc. multi-year trail

Brg Management, Inc.'s plans moved -26.4% in assets from 2022 to 2024; this filing shows Aspen Heights 401(k) Plan at $5M / 47 participants.

#3,825
in Construction (9,030 peers)
+11.0%
assets growth YoY

Aspen Heights 401(k) Plan's mid-pack asset rank among Construction and all filers

Aspen Heights 401(k) Plan vs every filed plan by assets

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

$4,958,372 44th percentile higher than 44% 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

Aspen Heights 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aspen Heights 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aspen Heights 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $489K in the plan year 2023 filing.
  • Aspen Heights 401(k) Plan reported participants fell from 79 in the plan year 2022 filing to 47 in the plan year 2023 filing.
  • Aspen Heights 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 262458511 · Brg Management, Inc. PY 2023 · 401(k)

Aspen Heights 401(k) Plan · $5M · 47 · 44th

  • 5500 $5M
  • ASSETS 47
  • PCT 44th
  • EIN 401(k)
  • RANK near Don E. Bower, Inc. 401(k) Plan
  • PHOTO ind #3825

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 Construction retirement plans → · Plans in Texas →

Aspen Heights 401(k) Plan in the asset neighbourhood

Aspen Heights 401(k) Plan$5MDon E. Bower, Inc. 401(k) PlanDon E. Bower, Inc. 401(k) Pl…$5MCritical Informatics, Inc. 401(k) PlanCritical Informatics, Inc. 4…$5MHerdt Consulting, Inc. 401(k) Profit Sharing PlanHerdt Consulting, Inc. 401(k…$5MWeigel Stores, Inc. Profit Sharing 401(k) PlanWeigel Stores, Inc. Profit S…$5M
End-of-year total assets ($M) among Aspen Heights 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brg Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Brg Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.39340436210936% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $4.47M $3.29M ▼ -26.4%
Year Plans Participants Total Assets
2022 1 79 $4M
2023 1 47 $5M
2024 1 41 $3M

Brg Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$489K
Employer EIN262458511
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Aspen Heights 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Aspen Heights 401(k) Plan, Total assets ($B): 0.004958372 · Participants: 47Aspen Heights 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Aspen Heights 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Aspen Heights 401(k) Plan side-by-side with 3 peers →

Aspen Heights 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Don E. Bower, Inc. 401(k) Plan in PA ($5M); by covered participants it is Southern Tea, LLC Salaried Employees 401(k) Plan in GA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Aspen Heights 401(k) Plan assets move in 2023? ▼
Aspen Heights 401(k) Plan grew at a solid clip - up 11.0% during 2023, from $4M to $5M. Reported net income was $489K.
How have Brg Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brg Management, Inc.'s sponsor-wide assets declined 26.4%, from $4M to $3M.
Which 401(k) plans are similar in size to Aspen Heights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Don E. Bower, Inc. 401(k) Plan in PA ($5M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Aspen Heights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Tea, LLC Salaried Employees 401(k) Plan in GA (47 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 262458511.

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.