401(k) · DOL Form 5500 · 2023

Bright Star Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$690K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$138,087
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bright Star Investments, Inc. 401(k) Plan · Sponsored by Bright Star Investments, Inc. · New Mexico · Manufacturing

$690K in assets, 5 participants

Bright Star Investments, Inc.'s Bright Star Investments, Inc. 401(k) Plan reported $690K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,619 in Manufacturing (18,722 peers)

Bright Star Investments, Inc. multi-year trail

Bright Star Investments, Inc.'s plans moved +362.4% in assets from 2022 to 2024; this filing shows Bright Star Investments, Inc. 401(k) Plan at $690K / 5 participants.

#1,619
in Manufacturing (18,722 peers)
+5.8%
assets growth YoY

Bright Star Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Bright Star Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$690,435 21st percentile higher than 21% 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 Star Investments, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bright Star Investments, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bright Star Investments, Inc. 401(k) Plan reported net income fell from $72K in the plan year 2022 filing to $38K in the plan year 2023 filing.
  • Bright Star Investments, Inc. 401(k) Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Bright Star Investments, Inc. 401(k) Plan end-of-year assets rose from $652K in the plan year 2022 filing to $690K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 263654504 · Bright Star Investments, Inc. PY 2023 · 401(k)

Bright Star Investments, Inc. 401(k) Plan · $690K · 5 · 21st

  • PART $690K
  • PART 5
  • PART 21st
  • PART 401(k)
  • PART near Rapid Industries, Inc. 401(k) Profit Sharing Plan
  • PART ind #1619

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 Manufacturing retirement plans → · Plans in New Mexico →

Bright Star Investments, Inc. 401(k) Plan in the asset neighbourhood

Bright Star Investments, Inc. 401(k) PlanBright Star Investments, Inc…$690KRapid Industries, Inc. 401(k) Profit Sharing PlanRapid Industries, Inc. 401(k…$690KTosaf Inc 401(k) Profit Sharing Plan & TrustTosaf Inc 401(k) Profit Shar…$691KDanute E. Abriani, Dds, Inc. 401(k) PlanDanute E. Abriani, Dds, Inc.…$691KRoustabout Group 401(k) Plan$691K
End-of-year total assets ($M) among Bright Star Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bright Star Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bright Star Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 362.362738019135% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.65M $3.02M ▲ +364.6%
Year Plans Participants Total Assets
2022 1 6 $652K
2023 1 5 $690K
2024 5 27 $3M

Bright Star Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$652K
Net Assets (End of Year)$690K
Net Income$38K
Employer EIN263654504
Plan Effective Date2008-10-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Bright Star Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Bright Star Investments, Inc. 401(k) Plan, Total assets ($B): 0.000690435 · Participants: 5Bright Star Investments, Inc. 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Bright Star Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Bright Star Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Bright Star Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Rapid Industries, Inc. 401(k) Profit Sharing Plan in NJ ($690K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bright Star Investments, Inc. 401(k) Plan assets move in 2023? ▼
Bright Star Investments, Inc. 401(k) Plan grew at a solid clip - up 5.8% during 2023, from $652K to $690K. Reported net income was $38K.
How have Bright Star Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bright Star Investments, Inc.'s sponsor-wide assets grew 362.4%, from $652K to $3M.
Where does Bright Star Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bright Star Investments, Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bright Star Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rapid Industries, Inc. 401(k) Profit Sharing Plan in NJ ($690K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Bright Star Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 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 263654504.

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.