401(k) · DOL Form 5500 · 2024
Koll Bren Schreiber Realty Advisors 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 78
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $481,943
- Avg per participant High balance/head
Official DOL plan name: Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan · Sponsored by Koll Bren Schreiber Realty Advisors · California · Real Estate
$38M in assets, 78 participants
Koll Bren Schreiber Realty Advisors's Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan reported $38M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #4,204 in Real Estate (4,605 peers)
Where Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan sits by assets
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 78 participants (~$481,943/participant), up 14.4% in 2024.
- #4,204
- in Real Estate (4,605 peers)
- +14.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan's outsized position by total assets
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,591,559 Top 19% higher than 81% 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
Koll Bren Schreiber Realty Advisors Employees' 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. Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan reported participants fell from 81 in the plan year 2023 filing to 78 in the plan year 2024 filing.
DOL schedule card
Filing strip 330785945 · Koll Bren Schreiber Realty Advisors PY 2024 · 401(k)
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan · $38M · 78 · 81st
- PART $38M
- PART 78
- PART 81st
- PART 401(k)
- PART near Savings Plan for Employees and Partners of Pricewaterhousecoopers LLP in Puerto Rico
- PART ind #4204
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 Real Estate retirement plans → · Plans in California →
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $5M |
| Employer EIN | 330785945 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Koll Bren Schreiber Realty Advisors)
Sponsor-wide plan assets over time
All Koll Bren Schreiber Realty Advisors plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 24.11172589924692% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $30M |
| 2023 | 1 | 81 | $33M |
| 2024 | 1 | 78 | $38M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Savings Plan for Employees and Partners of Pricewaterhousecoopers LLP in Puerto Rico in FL ($38M); by covered participants it is Altro USA, Inc. Retirement Plan in MA (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.
- Altro USA, Inc. Retirement Plan (MA) 78 · 0 off
- Avb Bank 401(k) Profit Sharing Plan (OK) 78 · 0 off
- Logix Inc 401(k) Profit Sharing Plan & Trust (MA) 78 · 0 off
- Midland Metal Products Co., Retirement Benefits Plan (IL) 78 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.