401(k) · DOL Form 5500 · 2022

Bright and Brown, Attorneys at Law 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
51st
Percentile by assets National rank
$398,203
Avg per participant High balance/head
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Official DOL plan name: Bright and Brown Employees Savings Plan · Sponsored by Bright and Brown, Attorneys at Law · California · Professional & Technical Services

$5M in assets, 13 participants

Bright and Brown, Attorneys at Law's Bright and Brown Employees Savings Plan reported $5M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,599 in Professional & Technical Services (21,562 peers)

Bright and Brown, Attorneys at Law multi-year trail

Bright and Brown, Attorneys at Law's plans moved +40.8% in assets from 2022 to 2024; this filing shows Bright and Brown Employees Savings Plan at $5M / 13 participants.

#10,599
in Professional & Technical Services (21,562 peers)
-73.1%
assets change YoY

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bright and Brown Employees Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bright and Brown Employees Savings Plan vs every filed plan by assets

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

$5,176,635 Top 49% higher than 51% 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

Bright and Brown Employees Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bright and Brown Employees Savings Plan is a small filing (13 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 954301206 · Bright and Brown, Attorneys at Law PY 2022 · 401(k)

Bright and Brown Employees Savings Plan · $5M · 13 · 51st

  • EOY $5M
  • EOY 13
  • EOY 51st
  • EOY 401(k)
  • EOY near Brattan Industries, Inc. 401(k) Profit Sharing Plan
  • EOY ind #10599

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 California →

Bright and Brown Employees Savings Plan in the asset neighbourhood

Bright and Brown Employees Savings PlanBright and Brown Employees S…$5MBrattan Industries, Inc. 401(k) Profit Sharing PlanBrattan Industries, Inc. 401…$5MTechnical Maintenance, Inc. 401(k) PlanTechnical Maintenance, Inc. …$5MCentury Airconditioning Supply 401(k) PlanCentury Airconditioning Supp…$5MMidland Community Healthcare Services, Inc. 401(k) PlanMidland Community Healthcare…$5M
End-of-year total assets ($M) among Bright and Brown Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bright and Brown, Attorneys at Law multi-year asset trail

Sponsor-wide plan assets over time

All Bright and Brown, Attorneys at Law plans reported in each filing year

Latest sponsor-wide plan assets
$7M 40.75817591929893% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.18M $7.29M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 13 $5M
2023 1 12 $6M
2024 1 10 $7M

Bright and Brown, Attorneys at Law filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$5M
Net Income-$14M
Employer EIN954301206
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bright and Brown Employees Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bright and Brown Employees Savings Plan, Total assets ($B): 0.005176635 · Participants: 13Bright and Brown Employees Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Bright and Brown Employees Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bright and Brown Employees Savings Plan side-by-side with 3 peers →

Bright and Brown Employees Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Brattan Industries, Inc. 401(k) Profit Sharing Plan in MA ($5M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Bright and Brown Employees Savings Plan assets move in 2022? ▼
Bright and Brown Employees Savings Plan contracted severely - down 73.1% during 2022, from $19M to $5M. Reported net income was -$14M.
How have Bright and Brown, Attorneys at Law plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bright and Brown, Attorneys at Law's sponsor-wide assets grew 40.8%, from $5M to $7M.
Which 401(k) plans are similar in size to Bright and Brown Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brattan Industries, Inc. 401(k) Profit Sharing Plan in MA ($5M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Bright and Brown Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 954301206.

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.