401(k) · DOL Form 5500 · 2024

Brex Inc. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
926
Participants Near avg headcount
87th
Percentile by assets National rank
$72,031
Avg per participant Below avg balance/head
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Official DOL plan name: Brex 401(k) Plan · Sponsored by Brex Inc. · California · Finance & Insurance

$67M in assets, 926 participants

Brex Inc.'s Brex 401(k) Plan reported $67M in total assets and 926 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,848 in Finance & Insurance (8,549 peers)

Where Brex 401(k) Plan sits by assets

Brex 401(k) Plan sits in the top quartile of all filed plans by assets, $67M for 926 participants (~$72,031/participant), up 16.6% in 2024.

#6,848
in Finance & Insurance (8,549 peers)
+16.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Brex 401(k) Plan's outsized position by total assets

Brex 401(k) Plan vs every filed plan by assets

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

$66,700,502 Top 13% higher than 87% 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

Brex 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brex 401(k) Plan sits mid-pack in the medium band (926 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brex 401(k) Plan reported net income fell from $21M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Brex 401(k) Plan end-of-year assets rose from $57M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • Brex 401(k) Plan reported participants fell from 937 in the plan year 2023 filing to 926 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 320517957 · Brex Inc. PY 2024 · 401(k)

Brex 401(k) Plan · $67M · 926 · 87th

  • EOY $67M
  • EOY 926
  • EOY 87th
  • EOY 401(k)
  • EOY near Crispr Therapeutics 401(k) Retirement Plan
  • EOY ind #6848

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 California →

Brex 401(k) Plan in the asset neighbourhood

Pmx Industries, Inc. 401(k) Retirement PlanPmx Industries, Inc. 401(k) …$67MNcta 401(k) Plan$67MLettuce Entertain You Employee Savings PlanLettuce Entertain You Employ…$67MBrex 401(k) Plan$67MCrispr Therapeutics 401(k) Retirement PlanCrispr Therapeutics 401(k) R…$67M
End-of-year total assets ($M) among Brex 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$67M
Net Income$9M
Employer EIN320517957
Plan Effective Date2018-03-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Brex Inc.)

Sponsor-wide plan assets over time

All Brex Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 84.52383926318497% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $36.2M $66.7M ▲ +84.5%
Year Plans Participants Total Assets
2022 1 806 $36M
2023 1 937 $57M
2024 1 926 $67M

Nearby 401(k) Plans in California

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

Brex 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Brex 401(k) Plan, Total assets ($B): 0.066700502 · Participants: 926Brex 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Brex 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Brex 401(k) Plan side-by-side with 3 peers →

Brex 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Crispr Therapeutics 401(k) Retirement Plan in MA ($67M); by covered participants it is The Mazzella Companies Savings & Retirement Plan in OH (926 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Similar participant headcount

Nearest other-state filings by covered participants (926 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 Brex 401(k) Plan assets move in 2024? ▼
Brex 401(k) Plan grew sharply - up 16.6% during 2024, from $57M to $67M. Reported net income was $9M.
How have Brex Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brex Inc.'s sponsor-wide assets grew 84.5%, from $36M to $67M.
Where does Brex 401(k) Plan rank by assets among Form 5500 filers? ▼
Brex 401(k) Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brex 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crispr Therapeutics 401(k) Retirement Plan in MA ($67M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Brex 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mazzella Companies Savings & Retirement Plan in OH (926 participants, $60M 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 320517957.

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.