401(k) · DOL Form 5500 · 2024

Bridge Investment Group Holdings LLC a Delaware LLC 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
2,134
Participants Near avg headcount
91st
Percentile by assets National rank
$48,716
Avg per participant Low balance/head
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Official DOL plan name: Bridge Investment Group 401(k) Retirement Plan · Sponsored by Bridge Investment Group Holdings LLC a Delaware LLC · Utah · Real Estate

$104M in assets, 2,134 participants

Bridge Investment Group Holdings LLC a Delaware LLC's Bridge Investment Group 401(k) Retirement Plan reported $104M in total assets and 2,134 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,469 in Real Estate (4,605 peers)

Coverage in Utah

Bridge Investment Group 401(k) Retirement Plan covers 2,134 participants in Utah, 3.6x the typical Utah plan (state average ~592 per filing). Assets: $104M.

#4,469
in Real Estate (4,605 peers)
+26.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Bridge Investment Group 401(k) Retirement Plan's outsized position by total assets

Bridge Investment Group 401(k) Retirement Plan vs every filed plan by assets

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

$103,959,581 Top 9% higher than 91% 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

Bridge Investment Group 401(k) Retirement Plan'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. Bridge Investment Group 401(k) Retirement Plan lands in the large band (2,134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bridge Investment Group 401(k) Retirement Plan end-of-year assets rose from $82M in the plan year 2023 filing to $104M in the plan year 2024 filing.
  • Bridge Investment Group 401(k) Retirement Plan reported net income fell from $26M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Bridge Investment Group 401(k) Retirement Plan reported participants rose from 2,064 in the plan year 2023 filing to 2,134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 454084424 · Bridge Investment Group Holdings LLC a Delaware LLC PY 2024 · 401(k)

Bridge Investment Group 401(k) Retirement Plan · $104M · 2,134 · 91st

  • 5500 $104M
  • ASSETS 2,134
  • PCT 91st
  • EIN 401(k)
  • RANK near Topco Associates LLC 401(k) Plan
  • PHOTO ind #4469

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 Utah →

Bridge Investment Group 401(k) Retirement Plan in the asset neighbourhood

Glaukos Corporation 401(k) Profit Sharing PlanGlaukos Corporation 401(k) P…$104MBridge Investment Group 401(k) Retirement PlanBridge Investment Group 401(…$104MTopco Associates LLC 401(k) PlanTopco Associates LLC 401(k) …$104MCooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana)Cooper Tire & Rubber Company…$104M401(k) Retirement & Savings Plan401(k) Retirement & Savings …$104M
End-of-year total assets ($M) among Bridge Investment Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$104M
Net Income$22M
Employer EIN454084424
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bridge Investment Group Holdings LLC a Delaware LLC)

Sponsor-wide plan assets over time

All Bridge Investment Group Holdings LLC a Delaware LLC plans reported in each filing year

Latest sponsor-wide plan assets
$104M 85.20826848152498% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $56.1M $104M ▲ +85.2%
Year Plans Participants Total Assets
2022 1 1,586 $56M
2023 1 2,064 $82M
2024 1 2,134 $104M

Nearby 401(k) Plans in Utah

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

Bridge Investment Group 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Bridge Investment Group 401(k) Retirement Plan, Total assets ($B): 0.103959581 · Participants: 2134Bridge Investment Group 401(k) Retirement PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Bridge Investment Group 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Bridge Investment Group 401(k) Retirement Plan side-by-side with 3 peers →

Bridge Investment Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Topco Associates LLC 401(k) Plan in IL ($104M); by covered participants it is Mariner Finance LLC 401(k) Plan in MD (2,134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,134 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 Bridge Investment Group 401(k) Retirement Plan assets move in 2024? ▼
Bridge Investment Group 401(k) Retirement Plan grew sharply - up 26.6% during 2024, from $82M to $104M. Reported net income was $22M.
How have Bridge Investment Group Holdings LLC a Delaware LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bridge Investment Group Holdings LLC a Delaware LLC's sponsor-wide assets grew 85.2%, from $56M to $104M.
Where does Bridge Investment Group 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Bridge Investment Group 401(k) Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bridge Investment Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Topco Associates LLC 401(k) Plan in IL ($104M, 502 participants).
Which 401(k) plans cover a similar participant headcount to Bridge Investment Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Finance LLC 401(k) Plan in MD (2,134 participants, $113M 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 454084424.

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.