401(k) · DOL Form 5500 · 2024

Bbr Partners, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
175
Participants Small participant base
83rd
Percentile by assets National rank
$252,605
Avg per participant Above avg balance/head
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Official DOL plan name: Bbr Partners, LLC Retirement Plan · Sponsored by Bbr Partners, LLC · New York · Finance & Insurance

$44M in assets, 175 participants

Bbr Partners, LLC's Bbr Partners, LLC Retirement Plan reported $44M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,264 in Finance & Insurance (8,549 peers)

Coverage in New York

Bbr Partners, LLC Retirement Plan covers 175 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $44M.

#6,264
in Finance & Insurance (8,549 peers)
+23.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bbr Partners, LLC Retirement Plan's outsized position by total assets

Bbr Partners, LLC Retirement Plan vs every filed plan by assets

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

$44,205,862 Top 17% higher than 83% 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

Bbr Partners, LLC Retirement 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. Bbr Partners, LLC Retirement Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bbr Partners, LLC Retirement Plan end-of-year assets rose from $36M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Bbr Partners, LLC Retirement Plan reported participants rose from 160 in the plan year 2023 filing to 175 in the plan year 2024 filing.
  • Bbr Partners, LLC Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 134088325 · Bbr Partners, LLC PY 2024 · 401(k)

Bbr Partners, LLC Retirement Plan · $44M · 175 · 83rd

  • EIN $44M
  • EIN 175
  • EIN 83rd
  • EIN 401(k)
  • EIN near Efgi U.S. Companies 401(k) Plan
  • EIN ind #6264

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 New York →

Bbr Partners, LLC Retirement Plan in the asset neighbourhood

Bbr Partners, LLC Retirement PlanBbr Partners, LLC Retirement…$44MEfgi U.S. Companies 401(k) PlanEfgi U.S. Companies 401(k) P…$44MHarps Food Stores, Inc. 401(k) PlanHarps Food Stores, Inc. 401(…$44MFetch 401(k) Plan$44MRenfro Retirement Savings PlanRenfro Retirement Savings Pl…$44M
End-of-year total assets ($M) among Bbr Partners, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$44M
Net Income$8M
Employer EIN134088325
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bbr Partners, LLC)

Sponsor-wide plan assets over time

All Bbr Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 56.986602117979814% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $28.2M $44.2M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 131 $28M
2023 1 160 $36M
2024 1 175 $44M

Nearby 401(k) Plans in New York

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

Bbr Partners, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bbr Partners, LLC Retirement Plan, Total assets ($B): 0.044205862 · Participants: 175Bbr Partners, LLC Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Bbr Partners, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bbr Partners, LLC Retirement Plan side-by-side with 3 peers →

Bbr Partners, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Efgi U.S. Companies 401(k) Plan in FL ($44M); by covered participants it is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Bbr Partners, LLC Retirement Plan assets move in 2024? ▼
Bbr Partners, LLC Retirement Plan grew sharply - up 23.1% during 2024, from $36M to $44M. Reported net income was $8M.
How have Bbr Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bbr Partners, LLC's sponsor-wide assets grew 57.0%, from $28M to $44M.
Where does Bbr Partners, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Bbr Partners, LLC Retirement Plan ranks in the 83rd 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 Bbr Partners, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Efgi U.S. Companies 401(k) Plan in FL ($44M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Bbr Partners, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants, $13M 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 134088325.

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.