401(k) · DOL Form 5500 · 2024

Brean Capital, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
180
Participants Small participant base
76th
Percentile by assets National rank
$155,051
Avg per participant Above avg balance/head
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Official DOL plan name: Brean Capital, LLC 401(k) Plan · Sponsored by Brean Capital, LLC · New York · Finance & Insurance

$28M in assets, 180 participants

Brean Capital, LLC's Brean Capital, LLC 401(k) Plan reported $28M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,399 in Finance & Insurance (8,549 peers)

Coverage in New York

Brean Capital, LLC 401(k) Plan covers 180 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $28M.

#5,399
in Finance & Insurance (8,549 peers)
+24.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Brean Capital, LLC 401(k) Plan's outsized position by total assets

Brean Capital, LLC 401(k) Plan vs every filed plan by assets

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

$27,909,138 Top 24% higher than 76% 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

Brean Capital, LLC 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. Brean Capital, LLC 401(k) Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brean Capital, LLC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Brean Capital, LLC 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Brean Capital, LLC 401(k) Plan reported participants rose from 160 in the plan year 2023 filing to 180 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 134113323 · Brean Capital, LLC PY 2024 · 401(k)

Brean Capital, LLC 401(k) Plan · $28M · 180 · 76th

  • EOY $28M
  • EOY 180
  • EOY 76th
  • EOY 401(k)
  • EOY near The Noel Corporation 401(k) Retirement Plan
  • EOY ind #5399

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 →

Brean Capital, LLC 401(k) Plan in the asset neighbourhood

Brean Capital, LLC 401(k) PlanBrean Capital, LLC 401(k) Pl…$28MThe Noel Corporation 401(k) Retirement PlanThe Noel Corporation 401(k) …$28MBayley Construction Profit Sharing and 401(k) PlanBayley Construction Profit S…$28MLongevity Holdings, Inc. 401(k) Ps PlanLongevity Holdings, Inc. 401…$28MAltorfer Inc. Employees Savings PlanAltorfer Inc. Employees Savi…$28M
End-of-year total assets ($M) among Brean Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN134113323
Plan Effective Date2000-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brean Capital, LLC)

Sponsor-wide plan assets over time

All Brean Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 51.30692888951054% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.5M $27.9M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 165 $18M
2023 1 160 $23M
2024 1 180 $28M

Nearby 401(k) Plans in New York

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

Brean Capital, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Brean Capital, LLC 401(k) Plan, Total assets ($B): 0.027909138 · Participants: 180Brean Capital, LLC 401(k) 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
Brean Capital, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Brean Capital, LLC 401(k) Plan side-by-side with 3 peers →

Brean Capital, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Noel Corporation 401(k) Retirement Plan in WA ($28M); by covered participants it is Costello, Inc. 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Brean Capital, LLC 401(k) Plan assets move in 2024? ▼
Brean Capital, LLC 401(k) Plan grew sharply - up 24.0% during 2024, from $23M to $28M. Reported net income was $5M.
How have Brean Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brean Capital, LLC's sponsor-wide assets grew 51.3%, from $18M to $28M.
Where does Brean Capital, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Brean Capital, LLC 401(k) Plan ranks in the 76th 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 Brean Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Noel Corporation 401(k) Retirement Plan in WA ($28M, 323 participants).
Which 401(k) plans cover a similar participant headcount to Brean Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Costello, Inc. 401(k) Plan in TX (180 participants, N/A 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 134113323.

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.