Other · DOL Form 5500 · 2024
Burrell-Preferred, Inc. Dba Brightli Retirement Plan
Data updated 2026-08-25
- $95M
- Total assets Below avg plan size
- 1,970
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $48,109
- Avg per participant Low balance/head
Official DOL plan name: Brightli Retirement Savings Plan · Sponsored by Burrell-Preferred, Inc. Dba Brightli · Missouri · Healthcare & Social Assistance
$95M in assets, 1,970 participants
Burrell-Preferred, Inc. Dba Brightli's Brightli Retirement Savings Plan reported $95M in total assets and 1,970 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,435 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Brightli Retirement Savings Plan covers 1,970 participants in Missouri, 2.7x the typical Missouri plan (state average ~737 per filing). Assets: $95M.
- #15,435
- in Healthcare & Social Assistance (16,916 peers)
- +99.6%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Brightli Retirement Savings Plan's outsized position by total assets
Brightli Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$94,774,368 Top 10% higher than 90% 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
Brightli Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brightli Retirement Savings Plan lands in the large band (1,970 participants).
Plan-year Form 5500 strip
Filing strip 872756443 · Burrell-Preferred, Inc. Dba Brightli PY 2024 · Other
Brightli Retirement Savings Plan · $95M · 1,970 · 90th
- PHOTO $95M
- PHOTO 1,970
- PHOTO 90th
- PHOTO Other
- PHOTO near The United States Golf Association Tax Deferred Annuity Plan
- PHOTO ind #15435
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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →
Brightli Retirement Savings Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | $25M |
| Employer EIN | 872756443 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Cox Savings Incentive Plan $964M · 13,001
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
Brightli Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is The United States Golf Association Tax Deferred Annuity Plan in NJ ($95M); by covered participants it is Seattle University Employees Retirement Plan in WA (1,965 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($95M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,970 participants); asset peers above are excluded.
- Seattle University Employees Retirement Plan (WA) 1,965 · 5 off
- Saint Leo University Retirement Plan (FL) 1,975 · 5 off
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan (AZ) 1,976 · 6 off
- Philadelphia College of Osteopathic Medicine Retirement Plan (PA) 1,978 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.