401(k) · DOL Form 5500 · 2024

Benefit and Risk Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
238
Participants Below avg headcount
61st
Percentile by assets National rank
$52,752
Avg per participant Low balance/head
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Official DOL plan name: Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Benefit and Risk Management Services, Inc. · California · Finance & Insurance

$13M in assets, 238 participants

Benefit and Risk Management Services, Inc.'s Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust reported $13M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,810 in Finance & Insurance (8,549 peers)

Coverage in California

Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust covers 238 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $13M.

#3,810
in Finance & Insurance (8,549 peers)
+24.2%
assets growth YoY

Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$12,554,976 Top 39% higher than 61% 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

Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust 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. Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 213 in the plan year 2023 filing to 238 in the plan year 2024 filing.
  • Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680306908 · Benefit and Risk Management Services, Inc. PY 2024 · 401(k)

Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust · $13M · 238 · 61st

  • SCH $13M
  • EBSA 238
  • PART 61st
  • TYPE 401(k)
  • NET near Live Technologies 401(k) P/S Plan & Trust
  • BOOK ind #3810

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 California →

Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Live Technologies 401(k) P/S Plan & TrustLive Technologies 401(k) P/S…$13MHughes Enterprises, Inc. 401(k) Retirement PlanHughes Enterprises, Inc. 401…$13MViget Labs 401(k) Retirement PlanViget Labs 401(k) Retirement…$13MInsurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$13MBenefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & TrustBenefit and Risk Management …$13M
End-of-year total assets ($M) among Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN680306908
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Benefit and Risk Management Services, Inc.)

Sponsor-wide plan assets over time

All Benefit and Risk Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 61.12204296211026% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.79M $12.6M ▲ +61.1%
Year Plans Participants Total Assets
2022 1 189 $8M
2023 1 213 $10M
2024 1 238 $13M

Nearby 401(k) Plans in California

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

Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.012554976 · Participants: 238Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Live Technologies 401(k) P/S Plan & Trust in OH ($13M); by covered participants it is Prevailing Multiple Employer Plan in PA (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 24.2% during 2024, from $10M to $13M. Reported net income was $2M.
How have Benefit and Risk Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benefit and Risk Management Services, Inc.'s sponsor-wide assets grew 61.1%, from $8M to $13M.
Which 401(k) plans are similar in size to Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Live Technologies 401(k) P/S Plan & Trust in OH ($13M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in PA (238 participants, N/A 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 680306908.

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.