401(k) · DOL Form 5500 · 2024

Bregal Investments Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
90
Participants Small participant base
81st
Percentile by assets National rank
$423,544
Avg per participant High balance/head
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Official DOL plan name: Bregal Investments, Inc. 401(k) Plan · Sponsored by Bregal Investments Inc. · New York · Finance & Insurance

$38M in assets, 90 participants

Bregal Investments Inc.'s Bregal Investments, Inc. 401(k) Plan reported $38M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,996 in Finance & Insurance (8,549 peers)

Where Bregal Investments, Inc. 401(k) Plan sits by assets

Bregal Investments, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 90 participants (~$423,544/participant), up 22.2% in 2024.

#5,996
in Finance & Insurance (8,549 peers)
+22.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bregal Investments, Inc. 401(k) Plan's outsized position by total assets

Bregal Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$38,118,988 Top 19% higher than 81% 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

Bregal Investments, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bregal Investments, Inc. 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bregal Investments, Inc. 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Bregal Investments, Inc. 401(k) Plan reported participants rose from 81 in the plan year 2023 filing to 90 in the plan year 2024 filing.
  • Bregal Investments, Inc. 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 371466019 · Bregal Investments Inc. PY 2024 · 401(k)

Bregal Investments, Inc. 401(k) Plan · $38M · 90 · 81st

  • PCT $38M
  • EIN 90
  • RANK 81st
  • PHOTO 401(k)
  • IND near American Renolit Corporation 401(k) Plan
  • EOY ind #5996

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 →

Bregal Investments, Inc. 401(k) Plan in the asset neighbourhood

Bregal Investments, Inc. 401(k) PlanBregal Investments, Inc. 401…$38MAmerican Renolit Corporation 401(k) PlanAmerican Renolit Corporation…$38MResource Data, Inc. 401(k) PlanResource Data, Inc. 401(k) P…$38MPhilly Shipyard 401(k) Plan$38MWorldwide Golf Shops LLC 401(k) PlanWorldwide Golf Shops LLC 401…$38M
End-of-year total assets ($M) among Bregal Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$38M
Net Income$7M
Employer EIN371466019
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bregal Investments Inc.)

Sponsor-wide plan assets over time

All Bregal Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 60.024600447383904% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.8M $38.1M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 69 $24M
2023 1 81 $31M
2024 1 90 $38M

Nearby 401(k) Plans in New York

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

Bregal Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bregal Investments, Inc. 401(k) Plan, Total assets ($B): 0.038118988 · Participants: 90Bregal Investments, Inc. 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
Bregal Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bregal Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Bregal Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is American Renolit Corporation 401(k) Plan in IN ($38M); by covered participants it is Furuno USA, Inc. 401(k) Plan in WA (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Bregal Investments, Inc. 401(k) Plan assets move in 2024? ▼
Bregal Investments, Inc. 401(k) Plan grew sharply - up 22.2% during 2024, from $31M to $38M. Reported net income was $7M.
How have Bregal Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bregal Investments Inc.'s sponsor-wide assets grew 60.0%, from $24M to $38M.
Where does Bregal Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bregal Investments, Inc. 401(k) Plan ranks in the 81st 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 Bregal Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Renolit Corporation 401(k) Plan in IN ($38M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Bregal Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Furuno USA, Inc. 401(k) Plan in WA (90 participants, $21M 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 371466019.

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.