Benchmarking Breg, Inc. 401(K) Plan in Carlsbad, CA against all plans
Breg, Inc. 401(K) Plan in Carlsbad, CA has the 5th-highest yield on beginning-of-plan-year total assets (-15.32%) among the 28 plans in Carlsbad, CA. That -15.32% compares to an average of -17.19% across those 28 plans.
Beating the average of -17.19% means an extra $689,127 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year
Breg, Inc. 401(K) Plan has these standings among those 28 peer plans:
Beating the average of -17.19% means an extra $689,127 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year
Breg, Inc. 401(K) Plan has these standings among those 28 peer plans:
- yield on beginning-of-plan-year total assets = -15.32% (5th-highest)
- net earnings on investments = -$5,653,063 (9th-lowest)
- total assets at beginning of plan year = $36,907,015 (7th-most)
- asset transfers to the plan = $0
- asset transfers from the plan = $0
- cash contributions from participants = $3,565,309
- cash contributions from employers = $421,665
- total contributions = $4,319,019
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Peers
beat out by Aqua Lung America 401(K) Retirement Plan in Carlsbad, CA (-14.43%), Florexpo, LLC./ Kendal Floral 401k Plan in Carlsbad, CA (-14.51%), Palomar Technologies, Inc. 401(K) Plan in Carlsbad, CA (-14.74%), and Oceanside Auto Country, Inc. Profit Sharing 401(K) Plan in Carlsbad, CA (-15.13%).
beat Continuing Life 401(K) Plan in Carlsbad, CA (-15.66%), Kisco Senior Living, LLC Employee Savings and Profit Sharing Plan in Carlsbad, CA (-15.76%), Islands Restaurants 401(K) Plan in Carlsbad, CA (-15.93%), and KSL Associate Group 401(K) Plan in Carlsbad, CA (-16.04%), and others, ending with The Upper Deck Company 401(K) Plan in Carlsbad, CA (-22.14%).
beat Continuing Life 401(K) Plan in Carlsbad, CA (-15.66%), Kisco Senior Living, LLC Employee Savings and Profit Sharing Plan in Carlsbad, CA (-15.76%), Islands Restaurants 401(K) Plan in Carlsbad, CA (-15.93%), and KSL Associate Group 401(K) Plan in Carlsbad, CA (-16.04%), and others, ending with The Upper Deck Company 401(K) Plan in Carlsbad, CA (-22.14%).
References
- in city. Values were kept only if they occurred at least 20 times. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.