401(k) · DOL Form 5500 · 2024

Bregal Investments Inc. 401(k) Plan

Data updated 2026-08-11

$38M
Total assets: 90
Participants: 81st
Percentile by assets: $423,544
Avg per participant

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.

81st percentile by assets (of 123,622 plans)
#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.

$38M
total plan assets (2024 EOY): 90
covered participants: 81st
percentile by assets (of 123,622 plans): $423,544
avg assets per participant

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

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 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 →

State

New York

Industry

Finance & Insurance

Bregal Investments, Inc. 401(k) Plan vs the 2024 asset distribution

By assets, Bregal Investments, Inc. 401(k) Plan outranks 81% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$38M
Net Income	$7M
Employer EIN	371466019
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bregal Investments Inc.)

Total plan assets by year, all Bregal Investments Inc. plans on file

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Bregal Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bregal Investments, Inc. 401(k) Plan by total assets, not by location.

American Renolit Corporation 401(k) Plan (IN) $38M · 351
Resource Data, Inc. 401(k) Plan (AK) $38M · 218
Philly Shipyard 401(k) Plan (PA) $38M · 519
Worldwide Golf Shops LLC 401(k) Plan (CA) $38M · 1,516

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).

Next read for Bregal Investments, Inc. 401(k) Plan

Scale reading

Ways to act on Bregal Investments, Inc. 401(k) Plan's numbers.

By total assets, Bregal Investments, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Bregal Investments Inc.'s sponsor-wide assets have grown 60.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.