Profit Sharing · DOL Form 5500 · 2022

Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
48th
Percentile by assets National rank
$449,691
Avg per participant High balance/head
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Official DOL plan name: Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust · Sponsored by Evans, Ewan & Brady Insurance Agency, Inc. · Texas · Finance & Insurance

$4M in assets, 10 participants

Evans, Ewan & Brady Insurance Agency, Inc.'s Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,113 in Finance & Insurance (9,261 peers)

2022 asset change

Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust pulled back noticeably 13.2% in 2022 ($5M → $4M) for 10 participants.

#3,113
in Finance & Insurance (9,261 peers)
-13.2%
assets change YoY

The plan reported a net loss of $685K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,496,913 48th percentile higher than 48% of 139,123 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 2022

Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 742000684 · Evans, Ewan & Brady Insurance Agency, Inc. PY 2022 · Profit Sharing

Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust · $4M · 10 · 48th

  • IND $4M
  • EOY 10
  • 5500 48th
  • ASSETS Profit Sharing
  • PCT near Epstein & Associates Realty, Inc. Profit Sharing Plan
  • EIN ind #3113

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 Texas →

Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and TrustEvans, Ewan & Brady Insuranc…$4MEpstein & Associates Realty, Inc. Profit Sharing PlanEpstein & Associates Realty,…$4MAvox Systems Retirement Savings PlanAvox Systems Retirement Savi…$4MFarmers Feed Mill, Inc. Employees Profit Sharing PlanFarmers Feed Mill, Inc. Empl…$4MMiklos Foot and Ankle Specialists, P. C. Employees Profit Sharing PlanMiklos Foot and Ankle Specia…$4M
End-of-year total assets ($M) among Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Evans, Ewan & Brady Insurance Agency, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Evans, Ewan & Brady Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $4.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 6 $4M
2024 1 5 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$685K
Employer EIN742000684
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.004496913 · Participants: 10Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Epstein & Associates Realty, Inc. Profit Sharing Plan in MD ($4M); by covered participants it is Khenricks Inc. Retirement Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust assets move in 2022? ▼
Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust pulled back noticeably - down 13.2% during 2022, from $5M to $4M. Reported net income was -$685K.
Which Profit Sharing plans are similar in size to Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Epstein & Associates Realty, Inc. Profit Sharing Plan in MD ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Khenricks Inc. Retirement Plan in MN (10 participants, $884K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742000684.

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.