401(k) · DOL Form 5500 · 2024
Bentallgreenoak (U.S.), Limited Partnership 401(k) Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 250
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $235,293
- Avg per participant Above avg balance/head
Official DOL plan name: Bentallgreenoak (U.S.), LP 401(k) Retirement Plan · Sponsored by Bentallgreenoak (U.S.), Limited Partnership · Washington · Finance & Insurance
$59M in assets, 250 participants
Bentallgreenoak (U.S.), Limited Partnership's Bentallgreenoak (U.S.), LP 401(k) Retirement Plan reported $59M in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #6,674 in Finance & Insurance (8,549 peers)
Coverage in Washington
Bentallgreenoak (U.S.), LP 401(k) Retirement Plan covers 250 participants in Washington, about 17% of the average Washington filer (state average ~1,476 per filing). Assets: $59M.
- #6,674
- in Finance & Insurance (8,549 peers)
- +15.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Bentallgreenoak (U.S.), LP 401(k) Retirement Plan's outsized position by total assets
Bentallgreenoak (U.S.), LP 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,823,296 Top 14% higher than 86% 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
Bentallgreenoak (U.S.), LP 401(k) 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. Bentallgreenoak (U.S.), LP 401(k) Retirement Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bentallgreenoak (U.S.), LP 401(k) Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Bentallgreenoak (U.S.), LP 401(k) Retirement Plan end-of-year assets rose from $51M in the plan year 2023 filing to $59M in the plan year 2024 filing.
- Bentallgreenoak (U.S.), LP 401(k) Retirement Plan reported participants fell from 280 in the plan year 2023 filing to 250 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 205300937 · Bentallgreenoak (U.S.), Limited Partnership PY 2024 · 401(k)
Bentallgreenoak (U.S.), LP 401(k) Retirement Plan · $59M · 250 · 86th
- BOOK $59M
- BOOK 250
- BOOK 86th
- BOOK 401(k)
- BOOK near Oncology Specialties, P.C. Retirement Plan
- BOOK ind #6674
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 Washington →
Bentallgreenoak (U.S.), LP 401(k) Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $8M |
| Employer EIN | 205300937 |
| Plan Effective Date | 2009-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bentallgreenoak (U.S.), Limited Partnership)
Sponsor-wide plan assets over time
All Bentallgreenoak (U.S.), Limited Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 42.99447640031747% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $41M |
| 2023 | 1 | 280 | $51M |
| 2024 | 1 | 250 | $59M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Bentallgreenoak (U.S.), LP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Oncology Specialties, P.C. Retirement Plan in AL ($59M); by covered participants it is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
- Oncology Specialties, P.C. Retirement Plan (AL) $59M · 653
- Bankwest 401(k) Plan (SD) $59M · 370
- Ai-Cares Retirement Savings Plan (MI) $59M · 1,886
- Beacon Retirement Savings 401(a) Plan (IN) $59M · 1,523
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Grand Care Health Services, LLC 401(k) Plan (CA) 250 · 0 off
- Foley Holdings, LLC 401(k) Profit Sharing Plan (CT) 250 · 0 off
- Rpm International Inc. Union 401(k) Trust and Plan (OH) 250 · 0 off
- Dunham & Jones Attorneys at Law 401(k) Plan (TX) 250 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.