401(k) · DOL Form 5500 · 2024
Brighthouse Services, LLC 401(k) Plan
Data updated 2026-08-25
- $323M
- Total assets Above avg plan size
- 1,455
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $221,867
- Avg per participant Above avg balance/head
Official DOL plan name: Brighthouse Services, LLC Savings Plan and Trust · Sponsored by Brighthouse Services, LLC · North Carolina · Finance & Insurance
$323M in assets, 1,455 participants
Brighthouse Services, LLC's Brighthouse Services, LLC Savings Plan and Trust reported $323M in total assets and 1,455 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #7,975 in Finance & Insurance (8,549 peers)
Where Brighthouse Services, LLC Savings Plan and Trust sits by assets
Brighthouse Services, LLC Savings Plan and Trust sits in the top 5% of all filed plans by assets, $323M for 1,455 participants (~$221,867/participant), up 22.6% in 2024.
- #7,975
- in Finance & Insurance (8,549 peers)
- +22.6%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Brighthouse Services, LLC Savings Plan and Trust's outsized position by total assets
Brighthouse Services, LLC Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$322,816,032 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Brighthouse Services, LLC Savings Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brighthouse Services, LLC Savings Plan and Trust lands in the large band (1,455 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brighthouse Services, LLC Savings Plan and Trust end-of-year assets rose from $263M in the plan year 2023 filing to $323M in the plan year 2024 filing.
- Brighthouse Services, LLC Savings Plan and Trust reported net income fell from $64M in the plan year 2023 filing to $59M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 813094008 · Brighthouse Services, LLC PY 2024 · 401(k)
Brighthouse Services, LLC Savings Plan and Trust · $323M · 1,455 · 96th
- IND $323M
- EOY 1,455
- 5500 96th
- ASSETS 401(k)
- PCT near Wyndham Hotel Group Employee Savings Plan
- EIN ind #7975
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 North Carolina →
Brighthouse Services, LLC Savings Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $263M |
|---|---|
| Net Assets (End of Year) | $322M |
| Net Income | $59M |
| Employer EIN | 813094008 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brighthouse Services, LLC)
Sponsor-wide plan assets over time
All Brighthouse Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $323M 61.76140481780713% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,483 | $200M |
| 2023 | 1 | 1,452 | $263M |
| 2024 | 1 | 1,455 | $323M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Brighthouse Services, LLC Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Wyndham Hotel Group Employee Savings Plan in NJ ($323M); by covered participants it is Woodmenlife 401(k) Plan in NE (1,455 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($323M here).
- Wyndham Hotel Group Employee Savings Plan (NJ) $323M · 1,141
- Toast, Inc. 401(k) Plan (MA) $323M · 4,696
- Paycom 401(k) Plan (OK) $322M · 7,200
- Vegetation and Utility Services Employees 401(k) Savings Plan (PA) $323M · 23,133
Similar participant headcount
Nearest other-state filings by covered participants (1,455 participants); asset peers above are excluded.
- Woodmenlife 401(k) Plan (NE) 1,455 · 0 off
- Ziprecruiter, Inc. 401(k) Plan and Trust (CA) 1,455 · 0 off
- Voyager Pep (TX) 1,455 · 0 off
- Majco LLC Dba Big Brand Tire & Service 401(k) Profit Sharing Plan (CA) 1,455 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.