401(k) · DOL Form 5500 · 2024
Brg Realty Group, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 198
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $33,934
- Avg per participant Low balance/head
Official DOL plan name: Brg Realty Group, LLC Employees' Savings Plan · Sponsored by Brg Realty Group, LLC · Ohio · Real Estate
$7M in assets, 198 participants
Brg Realty Group, LLC's Brg Realty Group, LLC Employees' Savings Plan reported $7M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #3,080 in Real Estate (4,605 peers)
Coverage in Ohio
Brg Realty Group, LLC Employees' Savings Plan covers 198 participants in Ohio, about 26% of the average Ohio filer (state average ~765 per filing). Assets: $7M.
- #3,080
- in Real Estate (4,605 peers)
- +17.7%
- assets growth YoY
Brg Realty Group, LLC Employees' Savings Plan's mid-pack asset rank among Real Estate and all filers
Brg Realty Group, LLC Employees' Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,719,010 47th percentile higher than 47% 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
Brg Realty Group, LLC Employees' Savings 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. Brg Realty Group, LLC Employees' Savings Plan sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brg Realty Group, LLC Employees' Savings Plan reported participants rose from 167 in the plan year 2023 filing to 198 in the plan year 2024 filing.
- Brg Realty Group, LLC Employees' Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Brg Realty Group, LLC Employees' Savings Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 202916184 · Brg Realty Group, LLC PY 2024 · 401(k)
Brg Realty Group, LLC Employees' Savings Plan · $7M · 198 · 47th
- RANK $7M
- PHOTO 198
- IND 47th
- EOY 401(k)
- 5500 near Anthos Management LP 401(k) Profit Sharing Plan & Trust
- ASSETS ind #3080
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 Ohio →
Brg Realty Group, LLC Employees' Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 202916184 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brg Realty Group, LLC)
Sponsor-wide plan assets over time
All Brg Realty Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 45.19037868291195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $5M |
| 2023 | 1 | 167 | $6M |
| 2024 | 1 | 198 | $7M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Brg Realty Group, LLC Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Anthos Management LP 401(k) Profit Sharing Plan & Trust in CA ($7M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Alltrails 401(k) Plan (CA) 198 · 0 off
- Balke Brown Transwestern Inc. 401(k) Plan (MO) 198 · 0 off
- Rockland Federal Credit Union 401(k) Profit Sharing Plan (MA) 198 · 0 off
- 401(k) Plan of Digitalbridge Group Advisors, LLC (FL) 198 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.