B Riley Financial, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, B Riley Financial, Inc. (EIN 27-0223495) is a plan sponsor located in Woodland Hills, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 27-0223495
- Location
- Woodland Hills, CA
- Loaded plans
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $256,247,092
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $256,247,092
Contributions & income
- Employer contributions
- $2,564,473
- Participant contributions
- $15,572,585
- Total income / additions
- $65,902,574
Expenses & distributions
- Benefits paid / distributions
- $17,680,760
- Total expenses
- $17,798,370
- Net increase / (decrease)
- $48,104,204
Coverage
- Total reported participants
- 2,969
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| B. Riley Financial, Inc. 401(K) Profit Sharing Plan | 001 | 2,048 | $256,247,092 | 2023 |
| B. Riley Financial, Inc. Employee Benefits Plan | 501 | 921 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | B. Riley Financial, Inc. Employee Benefits Plan | 921 | — | 20241008163242NAL0009898179001 |
| 2023 | B. Riley Financial, Inc. 401(K) Profit Sharing Plan | 2,048 | H, C | 20241011163724NAL0037712880001 |