401(k) · DOL Form 5500 · 2022

Brody and Associates PA 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
24
Participants Small participant base
37th
Percentile by assets National rank
$100,643
Avg per participant Below avg balance/head
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Official DOL plan name: Brody and Associates PA 401(k) Profit Sharing Plan & Trust · Sponsored by Brody and Associates PA · Florida · Professional & Technical Services

$2M in assets, 24 participants

Brody and Associates PA's Brody and Associates PA 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,237 in Professional & Technical Services (21,562 peers)

Brody and Associates PA multi-year trail

Brody and Associates PA's plans moved +36.5% in assets from 2022 to 2024; this filing shows Brody and Associates PA 401(k) Profit Sharing Plan & Trust at $2M / 24 participants.

#7,237
in Professional & Technical Services (21,562 peers)
-10.7%
assets change YoY

The plan reported a net loss of $289K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brody and Associates PA 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Brody and Associates PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,415,437 37th percentile higher than 37% 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

Brody and Associates PA 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brody and Associates PA 401(k) Profit Sharing Plan & Trust is a small filing (24 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 650538367 · Brody and Associates PA PY 2022 · 401(k)

Brody and Associates PA 401(k) Profit Sharing Plan & Trust · $2M · 24 · 37th

  • PCT $2M
  • PCT 24
  • PCT 37th
  • PCT 401(k)
  • PCT near Northwest Private Lending Inc. Profit Sharing Plan
  • PCT ind #7237

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 Professional & Technical Services retirement plans → · Plans in Florida →

Brody and Associates PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Brody and Associates PA 401(k) Profit Sharing Plan & TrustBrody and Associates PA 401(…$2MNorthwest Private Lending Inc. Profit Sharing PlanNorthwest Private Lending In…$2MSmartrise Engineering, Inc. 401(k) Profit Sharing Plan and TrustSmartrise Engineering, Inc. …$2MNewtex Industries, Inc. 401(k) Profit Sharing Plan & TrustNewtex Industries, Inc. 401(…$2MWoodland Direct 401(k) Plan$2M
End-of-year total assets ($M) among Brody and Associates PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Brody and Associates PA multi-year asset trail

Sponsor-wide plan assets over time

All Brody and Associates PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 36.504533134169925% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.42M $3.3M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 24 $2M
2023 1 27 $3M
2024 1 26 $3M

Brody and Associates PA filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$289K
Employer EIN650538367
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Brody and Associates PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Brody and Associates PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002415437 · Participants: 24Brody and Associates PA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Brody and Associates PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Brody and Associates PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Brody and Associates PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Northwest Private Lending Inc. Profit Sharing Plan in OR ($2M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Brody and Associates PA 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Brody and Associates PA 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.7% during 2022, from $3M to $2M. Reported net income was -$289K.
How have Brody and Associates PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brody and Associates PA's sponsor-wide assets grew 36.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Brody and Associates PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Northwest Private Lending Inc. Profit Sharing Plan in OR ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Brody and Associates PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Storybook Homes, LLC 401(k) Plan in NV (24 participants, N/A 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 650538367.

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.