401(k) · DOL Form 5500 · 2024

Bright Star Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$947K
Total assets Small plan by assets
6
Participants Small participant base
23rd
Percentile by assets National rank
$157,889
Avg per participant Above avg balance/head
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Official DOL plan name: Bright Star Investments, Inc. 401(k) Plan · Sponsored by Bright Star Investments, Inc. · New Mexico · Manufacturing

$947K in assets, 6 participants

Bright Star Investments, Inc.'s Bright Star Investments, Inc. 401(k) Plan reported $947K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,672 in Manufacturing (17,777 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 $947K / 6 participants.

#1,672
in Manufacturing (17,777 peers)
+37.2%
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 2024 · DOL Form 5500

$947,334 23rd percentile higher than 23% 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

Bright Star Investments, Inc. 401(k) 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. Bright Star Investments, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bright Star Investments, Inc. 401(k) Plan reported net income rose from $38K in the plan year 2023 filing to $257K in the plan year 2024 filing.
  • Bright Star Investments, Inc. 401(k) Plan end-of-year assets rose from $690K in the plan year 2023 filing to $947K in the plan year 2024 filing.
  • Bright Star Investments, Inc. 401(k) Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 263654504 · Bright Star Investments, Inc. PY 2024 · 401(k)

Bright Star Investments, Inc. 401(k) Plan · $947K · 6 · 23rd

  • SCH $947K
  • EBSA 6
  • PART 23rd
  • TYPE 401(k)
  • NET near Perry G Gruman PA 401(k) Profit Sharing Plan & Trust
  • BOOK ind #1672

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…$947KPerry G Gruman PA 401(k) Profit Sharing Plan & TrustPerry G Gruman PA 401(k) Pro…$947KRiffs Smokehouse, Inc. 401(k) Profit Sharing PlanRiffs Smokehouse, Inc. 401(k…$947KThe Blueprint 401(k)$948KConduant Corporation 401(k) PlanConduant Corporation 401(k) …$948K
End-of-year total assets ($M) among Bright Star Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$690K
Net Assets (End of Year)$947K
Net Income$257K
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): 0.000947334 · Participants: 6Bright Star Investments, Inc. 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied 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 Perry G Gruman PA 401(k) Profit Sharing Plan & Trust in FL ($947K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($947K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Bright Star Investments, Inc. 401(k) Plan assets move in 2024? ▼
Bright Star Investments, Inc. 401(k) Plan surged - up 37.2% during 2024, from $690K to $947K. Reported net income was $257K.
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 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Perry G Gruman PA 401(k) Profit Sharing Plan & Trust in FL ($947K, 5 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 Caliche, Ltd 401(k) in TX (6 participants, N/A 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 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.