Bleakley Financial Group LLC
Plan context: Bleakley Financial Group 401(K) Profit Sharing Plan
EIN 47-2523848 • Parsippany, NJ • 11 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
164
2025 Assets
$22,433,996
2025 Contributions
$2,873,201
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 164 | $22,433,996 | $2,873,201 | $17,520iApproximate average salary by contribution assumption: employee only about $437,988 at 4% or $291,992 at 6%; with 50% employer match about $291,992 at 4% or $194,661 at 6%; with 100% employer match about $218,994 at 4% or $145,996 at 6%. |
| Bleakley Financial Group 401(K) Profit Sharing Plan | - | 164 | $22,433,996 | $2,873,201 | $17,520iApproximate average salary by contribution assumption: employee only about $437,988 at 4% or $291,992 at 6%; with 50% employer match about $291,992 at 4% or $194,661 at 6%; with 100% employer match about $218,994 at 4% or $145,996 at 6%. |
| 2024 | 5 | 138 | $7,802,332 | $1,395,009 | $10,109iApproximate average salary by contribution assumption: employee only about $252,719 at 4% or $168,479 at 6%; with 50% employer match about $168,479 at 4% or $112,320 at 6%; with 100% employer match about $126,360 at 4% or $84,240 at 6%. |
| Bleakley Financial Group 401(K) Profit Sharing Plan | - | 86 | $7,802,332 | $1,395,009 | $16,221iApproximate average salary by contribution assumption: employee only about $405,526 at 4% or $270,351 at 6%; with 50% employer match about $270,351 at 4% or $180,234 at 6%; with 100% employer match about $202,763 at 4% or $135,175 at 6%. |
| BLEAKLEY FINANCIAL GROUP HIGHLY COMPENSATED NON-OWNER EMPLOYEE 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| Bleakley Financial Group LLC Dental and Vision Plan | - | 107 | - | - | - |
| Bleakley Financial Group LLC Health Plan | - | 103 | - | - | - |
| Bleakley Financial Group LLC Life and Disability Plan | - | 138 | - | - | - |
| 2023 | 5 | 141 | $15,090,310 | $2,326,080 | $16,497iApproximate average salary by contribution assumption: employee only about $412,426 at 4% or $274,950 at 6%; with 50% employer match about $274,950 at 4% or $183,300 at 6%; with 100% employer match about $206,213 at 4% or $137,475 at 6%. |
| BLEAKLEY FINANCIAL GROUP HIGHLY COMPENSATED NON-OWNER EMPLOYEE 401(K) PROFIT SHARING PLAN | - | 32 | $9,245,798 | $1,022,552 | $31,955iApproximate average salary by contribution assumption: employee only about $798,869 at 4% or $532,579 at 6%; with 50% employer match about $532,579 at 4% or $355,053 at 6%; with 100% employer match about $399,434 at 4% or $266,290 at 6%. |
| Bleakley Financial Group 401(K) Profit Sharing Plan | - | 106 | $5,844,512 | $1,303,528 | $12,297iApproximate average salary by contribution assumption: employee only about $307,436 at 4% or $204,957 at 6%; with 50% employer match about $204,957 at 4% or $136,638 at 6%; with 100% employer match about $153,718 at 4% or $102,479 at 6%. |
| Bleakley Financial Group LLC Dental and Vision Plan | - | 110 | - | - | - |
| Bleakley Financial Group LLC Health Plan | - | 102 | - | - | - |
| Bleakley Financial Group LLC Life and Disability Plan | - | 141 | - | - | - |