Profit Sharing · DOL Form 5500 · 2022

Terry O Brown P.E. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$761,919
Avg per participant High balance/head
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Official DOL plan name: Terry O Brown P.E. Pension Plan · Sponsored by Terry O Brown P.E. · New Mexico · Professional & Technical Services

$2M in assets, 2 participants

Terry O Brown P.E.'s Terry O Brown P.E. Pension Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,680 in Professional & Technical Services (21,562 peers)

Terry O Brown P.E. multi-year trail

Terry O Brown P.E.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows Terry O Brown P.E. Pension Plan at $2M / 2 participants.

#5,680
in Professional & Technical Services (21,562 peers)
-12.7%
assets change YoY

The plan reported a net loss of $221K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Terry O Brown P.E. Pension Plan among the smaller filed plans by assets

Terry O Brown P.E. Pension Plan vs every filed plan by assets

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

$1,523,837 30th percentile higher than 30% 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

Terry O Brown P.E. Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terry O Brown P.E. Pension Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 742868918 · Terry O Brown P.E. PY 2022 · Profit Sharing

Terry O Brown P.E. Pension Plan · $2M · 2 · 30th

  • NET $2M
  • NET 2
  • NET 30th
  • NET Profit Sharing
  • NET near Richard D. Ross Construction, Inc. Profit Sharing Plan
  • NET ind #5680

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 New Mexico →

Terry O Brown P.E. Pension Plan in the asset neighbourhood

Terry O Brown P.E. Pension PlanTerry O Brown P.E. Pension P…$2MRichard D. Ross Construction, Inc. Profit Sharing PlanRichard D. Ross Construction…$2MState Bank of Lakota Employees Profit Sharing Plan & TrustState Bank of Lakota Employe…$2MDr. Eugene D Day Md PA$2MAbccm Profit Sharing Plan and TrustAbccm Profit Sharing Plan an…$2M
End-of-year total assets ($M) among Terry O Brown P.E. Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Terry O Brown P.E. multi-year asset trail

Sponsor-wide plan assets over time

All Terry O Brown P.E. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 22.029980896906952% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.52M $1.86M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Terry O Brown P.E. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$221K
Employer EIN742868918
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Mexico

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

Terry O Brown P.E. Pension Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400 Total assets ($M) Participants Terry O Brown P.E. Pension Plan, Total assets ($M): 1.523837 · Participants: 2Terry O Brown P.E. Pension PlanPresbyterian Healthcare Services 401(a) Plan, Total assets ($M): 372.088163 · Participants: 11300Presbyterian Healthcare Services 401(a) PlanPresbyterian Medical Services Discretionary Contribution Plan, Total assets ($M): 30.352156 · Participants: 989Presbyterian Medical Services Discretionary Contribution PlanSanta Fe Preparatory School DC Retirement Plan, Total assets ($M): 14.540165 · Participants: 174Santa Fe Preparatory School DC Retirement PlanMedinatura, Inc. Retirement Plan, Total assets ($M): 14.399508 · Participants: 32Medinatura, Inc. Retirement PlanT & R Market Profit Sharing Plan, Total assets ($M): 11.112387 · Participants: 109T & R Market Profit Sharing Plan
Terry O Brown P.E. Pension Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
Compare Terry O Brown P.E. Pension Plan side-by-side with 3 peers →

Terry O Brown P.E. Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Mexico, the nearest Profit Sharing by assets is Richard D. Ross Construction, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Terry O Brown P.E. Pension Plan assets move in 2022? ▼
Terry O Brown P.E. Pension Plan pulled back noticeably - down 12.7% during 2022, from $2M to $2M. Reported net income was -$221K.
How have Terry O Brown P.E. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terry O Brown P.E.'s sponsor-wide assets grew 22.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Terry O Brown P.E. Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Richard D. Ross Construction, Inc. Profit Sharing Plan in CA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Terry O Brown P.E. Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 742868918.

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.