401(k) · DOL Form 5500 · 2024

Brookbeam Dental Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
167
Participants Small participant base
52nd
Percentile by assets National rank
$50,414
Avg per participant Low balance/head
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Official DOL plan name: Brookbeam Dental Holdings, LLC 401(k) Plan · Sponsored by Brookbeam Dental Holdings, LLC · New York · Administrative & Support Services

$8M in assets, 167 participants

Brookbeam Dental Holdings, LLC's Brookbeam Dental Holdings, LLC 401(k) Plan reported $8M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,173 in Administrative & Support Services (4,368 peers)

Coverage in New York

Brookbeam Dental Holdings, LLC 401(k) Plan covers 167 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $8M.

#3,173
in Administrative & Support Services (4,368 peers)
+30.1%
assets growth YoY

Brookbeam Dental Holdings, LLC 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Brookbeam Dental Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$8,419,108 Top 48% higher than 52% 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

Brookbeam Dental Holdings, 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. Brookbeam Dental Holdings, LLC 401(k) Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brookbeam Dental Holdings, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Brookbeam Dental Holdings, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Brookbeam Dental Holdings, LLC 401(k) Plan reported participants rose from 151 in the plan year 2023 filing to 167 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 475109435 · Brookbeam Dental Holdings, LLC PY 2024 · 401(k)

Brookbeam Dental Holdings, LLC 401(k) Plan · $8M · 167 · 52nd

  • PART $8M
  • PART 167
  • PART 52nd
  • PART 401(k)
  • PART near Ohio State Home Services, Inc. Retirement Savings & Trust
  • PART ind #3173

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 Administrative & Support Services retirement plans → · Plans in New York →

Brookbeam Dental Holdings, LLC 401(k) Plan in the asset neighbourhood

Brookbeam Dental Holdings, LLC 401(k) PlanBrookbeam Dental Holdings, L…$8MOhio State Home Services, Inc. Retirement Savings & TrustOhio State Home Services, In…$8MPep, Inc. Employees' 401(k) PlanPep, Inc. Employees' 401(k) …$8MMay Technology & Mfg, Inc. 401(k) PlanMay Technology & Mfg, Inc. 4…$8MOnapsis Inc. 401(k) and Profit Sharing PlanOnapsis Inc. 401(k) and Prof…$8M
End-of-year total assets ($M) among Brookbeam Dental Holdings, 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)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN475109435
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookbeam Dental Holdings, LLC)

Sponsor-wide plan assets over time

All Brookbeam Dental Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 72.31938217160982% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.89M $8.42M ▲ +72.2%
Year Plans Participants Total Assets
2022 1 133 $5M
2023 1 151 $6M
2024 1 167 $8M

Nearby 401(k) Plans in New York

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

Brookbeam Dental Holdings, 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 ($B) Participants Brookbeam Dental Holdings, LLC 401(k) Plan, Total assets ($B): 0.008419108 · Participants: 167Brookbeam Dental Holdings, 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
Brookbeam Dental Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Brookbeam Dental Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Brookbeam Dental Holdings, 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 Ohio State Home Services, Inc. Retirement Savings & Trust in OH ($8M); by covered participants it is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Brookbeam Dental Holdings, LLC 401(k) Plan assets move in 2024? ▼
Brookbeam Dental Holdings, LLC 401(k) Plan surged - up 30.1% during 2024, from $6M to $8M. Reported net income was $2M.
How have Brookbeam Dental Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookbeam Dental Holdings, LLC's sponsor-wide assets grew 72.3%, from $5M to $8M.
Which 401(k) plans are similar in size to Brookbeam Dental Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ohio State Home Services, Inc. Retirement Savings & Trust in OH ($8M, 259 participants).
Which 401(k) plans cover a similar participant headcount to Brookbeam Dental Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lightning Emotors, Inc. 401(k) Plan in CO (167 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 475109435.

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.