401(k) · DOL Form 5500 · 2024

Brookside Partners, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
127
Participants Small participant base
43rd
Percentile by assets National rank
$42,385
Avg per participant Low balance/head
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Official DOL plan name: Brookside Partners 401(k) Profit Sharing Plan · Sponsored by Brookside Partners, LLC · Illinois · Educational Services

$5M in assets, 127 participants

Brookside Partners, LLC's Brookside Partners 401(k) Profit Sharing Plan reported $5M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,020 in Educational Services (3,638 peers)

Coverage in Illinois

Brookside Partners 401(k) Profit Sharing Plan covers 127 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $5M.

#1,020
in Educational Services (3,638 peers)
+23.0%
assets growth YoY

Brookside Partners 401(k) Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Brookside Partners 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,382,867 43rd percentile higher than 43% 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

Brookside Partners 401(k) Profit Sharing 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. Brookside Partners 401(k) Profit Sharing Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brookside Partners 401(k) Profit Sharing Plan reported net income rose from $764K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Brookside Partners 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Brookside Partners 401(k) Profit Sharing Plan reported participants rose from 123 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 271628346 · Brookside Partners, LLC PY 2024 · 401(k)

Brookside Partners 401(k) Profit Sharing Plan · $5M · 127 · 43rd

  • PART $5M
  • PART 127
  • PART 43rd
  • PART 401(k)
  • PART near Roesling Nakamura Terada Architects, Inc. 401(k) Plan
  • PART ind #1020

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 Educational Services retirement plans → · Plans in Illinois →

Brookside Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Brookside Partners 401(k) Profit Sharing PlanBrookside Partners 401(k) Pr…$5MRoesling Nakamura Terada Architects, Inc. 401(k) PlanRoesling Nakamura Terada Arc…$5MMetalx, LLC 401(k) Plan$5MNorth Run Capital 401(k) Profit Sharing PlanNorth Run Capital 401(k) Pro…$5MLack's Valley Stores, Ltd. 401(k) Profit Sharing PlanLack's Valley Stores, Ltd. 4…$5M
End-of-year total assets ($M) among Brookside Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN271628346
Plan Effective Date2012-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookside Partners, LLC)

Sponsor-wide plan assets over time

All Brookside Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.05212633663575% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.61M $5.38M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 122 $4M
2023 1 123 $4M
2024 1 127 $5M

Nearby 401(k) Plans in Illinois

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

Brookside Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Brookside Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.005382867 · Participants: 127Brookside Partners 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Brookside Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Brookside Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Brookside Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Roesling Nakamura Terada Architects, Inc. 401(k) Plan in CA ($5M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Brookside Partners 401(k) Profit Sharing Plan assets move in 2024? ▼
Brookside Partners 401(k) Profit Sharing Plan grew sharply - up 23.0% during 2024, from $4M to $5M. Reported net income was $1M.
How have Brookside Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookside Partners, LLC's sponsor-wide assets grew 49.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Brookside Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roesling Nakamura Terada Architects, Inc. 401(k) Plan in CA ($5M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Brookside Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 271628346.

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.