401(k) · DOL Form 5500 · 2024

Brg Management, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 41
Participants Small participant base: 35th
Percentile by assets National rank: $80,229
Avg per participant Below avg balance/head

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Official DOL plan name: Aspen Heights 401(k) Plan · Sponsored by Brg Management, Inc. · Texas · Construction

$3M in assets, 41 participants

Brg Management, Inc.'s Aspen Heights 401(k) Plan reported $3M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

#3,083 in Construction (9,039 peers)

Brg Management, Inc. multi-year trail

Brg Management, Inc.'s plans moved -26.4% in assets from 2022 to 2024; this filing shows Aspen Heights 401(k) Plan at $3M / 41 participants.

#3,083
in Construction (9,039 peers): -33.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aspen Heights 401(k) Plan's mid-pack asset rank among Construction and all filers

Aspen Heights 401(k) Plan vs every filed plan by assets

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

$3,289,400 35th percentile higher than 35% 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

Aspen Heights 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. Aspen Heights 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Aspen Heights 401(k) Plan reported net income fell from $489K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
Aspen Heights 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Aspen Heights 401(k) Plan reported participants fell from 47 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 262458511 · Brg Management, Inc. PY 2024 · 401(k)

Aspen Heights 401(k) Plan · $3M · 41 · 35th

NET $3M
NET 41
NET 35th
NET 401(k)
NET near Tzannes Patent Management, LLC 401(k) Retirement Plan
NET ind #3083

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 Construction retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Aspen Heights 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Brg Management, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 26.39340436210936% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	79	$4M
2023	1	47	$5M
2024	1	41	$3M

Brg Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$3M
Net Income	-$2M
Employer EIN	262458511
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Aspen Heights 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Aspen Heights 401(k) Plan side-by-side with 3 peers →

Aspen Heights 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tzannes Patent Management, LLC 401(k) Retirement Plan in FL ($3M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

Behavior Basics Inc 401(k) Profit Sharing Plan & Trust (FL) 41 · 0 off
National Blasting & Coating 401(k) Profit Sharing Plan & Trust (LA) 41 · 0 off
Efs Advisors 401(k) Plan (MN) 41 · 0 off
Hc of Virginia 401(k) Plan (VA) 41 · 0 off

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 Aspen Heights 401(k) Plan assets move in 2024? ▼

Aspen Heights 401(k) Plan contracted severely - down 33.7% during 2024, from $5M to $3M. Reported net income was -$2M.

How have Brg Management, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Brg Management, Inc.'s sponsor-wide assets declined 26.4%, from $4M to $3M.

Which 401(k) plans are similar in size to Aspen Heights 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tzannes Patent Management, LLC 401(k) Retirement Plan in FL ($3M, 2 participants).

Which 401(k) plans cover a similar participant headcount to Aspen Heights 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants, $599K 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 262458511.