Profit Sharing · DOL Form 5500 · 2024

Glenbrook Capital Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
5
Participants Small participant base
67th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan · Sponsored by Glenbrook Capital Management, Inc. · California · Professional & Technical Services

$17M in assets, 5 participants

Glenbrook Capital Management, Inc.'s Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan reported $17M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,258 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan holds $17M for 5 participants - about $3.3M per participant, above the median plan by assets.

#13,258
in Professional & Technical Services (20,173 peers)
+4.5%
assets growth YoY

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan's outsized position by total assets

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,682,028 Top 33% higher than 67% of 123,620 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 2024

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $713K in the plan year 2024 filing.
  • Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860848410 · Glenbrook Capital Management, Inc. PY 2024 · Profit Sharing

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan · $17M · 5 · 67th

  • PART $17M
  • TYPE 5
  • NET 67th
  • BOOK Profit Sharing
  • VS-ST near Kv Mathew Md PC Employees Profit Sharing Plan
  • BOY ind #13258

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 Professional & Technical Services retirement plans → · Plans in California →

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan in the asset neighbourhood

University of Vermont Foundation 403(b) PlanUniversity of Vermont Founda…$17MCentral Boston Elder Services, Inc. 403(b) Retirement PlanCentral Boston Elder Service…$17MGlenbrook Capital Management, Inc. Employees' Profit Sharing PlanGlenbrook Capital Management…$17MKv Mathew Md PC Employees Profit Sharing PlanKv Mathew Md PC Employees Pr…$17MClem Lumber Profit Sharing Plan & TrustClem Lumber Profit Sharing P…$17M
End-of-year total assets ($M) among Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$713K
Employer EIN860848410
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Glenbrook Capital Management, Inc.)

Sponsor-wide plan assets over time

All Glenbrook Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 4.4760346520159136% vs 2023
2024 filing year
$15.5M$16M$16.5M$17M 20232024 $16M $16.7M ▲ +4.4%
Year Plans Participants Total Assets
2023 1 4 $16M
2024 1 5 $17M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan, Total assets ($B): 0.016682028 · Participants: 5Glenbrook Capital Management, Inc. Employees' Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan side-by-side with 3 peers →

Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Kv Mathew Md PC Employees Profit Sharing Plan in MD ($17M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan assets move in 2024? ▼
Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan edged up modestly - up 4.5% during 2024, from $16M to $17M. Reported net income was $713K.
How have Glenbrook Capital Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Glenbrook Capital Management, Inc.'s sponsor-wide assets grew 4.5%, from $16M to $17M.
Which Profit Sharing plans are similar in size to Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kv Mathew Md PC Employees Profit Sharing Plan in MD ($17M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Glenbrook Capital Management, Inc. Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860848410.

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.