401(k) · DOL Form 5500 · 2024

Overbrook Management Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
15
Participants Small participant base
41st
Percentile by assets National rank
$313,094
Avg per participant High balance/head
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Official DOL plan name: Overbrook Management 401(k) Plan · Sponsored by Overbrook Management Corporation · New York · Finance & Insurance

$5M in assets, 15 participants

Overbrook Management Corporation's Overbrook Management 401(k) Plan reported $5M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,347 in Finance & Insurance (8,549 peers)

Overbrook Management Corporation multi-year trail

Overbrook Management Corporation's plans moved +24.8% in assets from 2022 to 2024; this filing shows Overbrook Management 401(k) Plan at $5M / 15 participants.

#2,347
in Finance & Insurance (8,549 peers)
-2.9%
assets change YoY

The plan reported a net loss of $142K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Overbrook Management 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Overbrook Management 401(k) Plan vs every filed plan by assets

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

$4,696,404 41st percentile higher than 41% 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

Overbrook Management 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Overbrook Management 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Overbrook Management 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$142K in the plan year 2024 filing.
  • Overbrook Management 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133087815 · Overbrook Management Corporation PY 2024 · 401(k)

Overbrook Management 401(k) Plan · $5M · 15 · 41st

  • NET $5M
  • BOOK 15
  • VS-ST 41st
  • BOY 401(k)
  • SCH near Asrt, Inc. 401(k) Plan
  • EBSA ind #2347

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 →

Overbrook Management 401(k) Plan in the asset neighbourhood

Overbrook Management 401(k) PlanOverbrook Management 401(k) …$5MAsrt, Inc. 401(k) Plan$5MMastercraft Printed Products 401(k) PlanMastercraft Printed Products…$5MPreferred Care of New Jersey 401(k) PlanPreferred Care of New Jersey…$5MWright Heerema Architects, Ltd. 401(k) P/S PlanWright Heerema Architects, L…$5M
End-of-year total assets ($M) among Overbrook Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Overbrook Management Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Overbrook Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.830923935174308% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.76M $4.7M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 15 $5M
2024 1 15 $5M

Overbrook Management Corporation filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$142K
Employer EIN133087815
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Overbrook Management 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Overbrook Management 401(k) Plan, Total assets ($B): 0.004696404 · Participants: 15Overbrook Management 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Overbrook Management 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Overbrook Management 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Asrt, Inc. 401(k) Plan in GA ($5M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Overbrook Management 401(k) Plan assets move in 2024? ▼
Overbrook Management 401(k) Plan edged down modestly - down 2.9% during 2024, from $5M to $5M. Reported net income was -$142K.
How have Overbrook Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overbrook Management Corporation's sponsor-wide assets grew 24.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Overbrook Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asrt, Inc. 401(k) Plan in GA ($5M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Overbrook Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 133087815.

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.