Defined Benefit (Pension) · DOL Form 5500 · 2022

Brown Baer Management, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
41st
Percentile by assets National rank
$376,099
Avg per participant High balance/head
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Official DOL plan name: Brown Baer Management, Inc. Cash Balance Plan · Sponsored by Brown Baer Management, Inc. · Florida · Real Estate

$3M in assets, 8 participants

Brown Baer Management, Inc.'s Brown Baer Management, Inc. Cash Balance Plan reported $3M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,001 in Real Estate (5,057 peers)

Brown Baer Management, Inc. multi-year trail

Brown Baer Management, Inc.'s plans moved +41.5% in assets from 2022 to 2024; this filing shows Brown Baer Management, Inc. Cash Balance Plan at $3M / 8 participants.

#3,001
in Real Estate (5,057 peers)
+12.8%
assets growth YoY

Brown Baer Management, Inc. Cash Balance Plan's mid-pack asset rank among Real Estate and all filers

Brown Baer Management, Inc. Cash Balance Plan vs every filed plan by assets

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

$3,008,791 41st percentile higher than 41% 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

Brown Baer Management, Inc. Cash Balance 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. Brown Baer Management, Inc. Cash Balance Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 200679390 · Brown Baer Management, Inc. PY 2022 · Defined Benefit (Pension)

Brown Baer Management, Inc. Cash Balance Plan · $3M · 8 · 41st

  • PART $3M
  • PART 8
  • PART 41st
  • PART Defined Benefit (Pension)
  • PART near Gem State Radiology Cash Balance Plan #2
  • PART ind #3001

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 Real Estate retirement plans → · Plans in Florida →

Brown Baer Management, Inc. Cash Balance Plan in the asset neighbourhood

Brown Baer Management, Inc. Cash Balance PlanBrown Baer Management, Inc. …$3MGem State Radiology Cash Balance Plan #2Gem State Radiology Cash Bal…$3MBohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No.1317 UAWBohn Aluminum Inc Bulter Ind…$3MBoulter Plywood Corporation Pension PlanBoulter Plywood Corporation …$3MCooperativa De Ahorro Y Credito De Los Maestros De Pr Employees' Retirement PlanCooperativa De Ahorro Y Cred…$3M
End-of-year total assets ($M) among Brown Baer Management, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Brown Baer Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Brown Baer Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.45319498762127% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.01M $4.26M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 7 $4M
2024 1 7 $4M

Brown Baer Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$341K
Employer EIN200679390
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Brown Baer Management, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Brown Baer Management, Inc. Cash Balance Plan, Total assets ($B): 0.003008791 · Participants: 8Brown Baer Management, Inc. Cash Balance PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Brown Baer Management, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Brown Baer Management, Inc. Cash Balance Plan side-by-side with 3 peers →

Brown Baer Management, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Gem State Radiology Cash Balance Plan #2 in ID ($3M); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Brown Baer Management, Inc. Cash Balance Plan assets move in 2022? ▼
Brown Baer Management, Inc. Cash Balance Plan grew at a solid clip - up 12.8% during 2022, from $3M to $3M. Reported net income was $341K.
How have Brown Baer Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown Baer Management, Inc.'s sponsor-wide assets grew 41.5%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Brown Baer Management, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gem State Radiology Cash Balance Plan #2 in ID ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brown Baer Management, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $756K 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 200679390.

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.