401(k) · DOL Form 5500 · 2022

William T. Brooks and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
36th
Percentile by assets National rank
$113,057
Avg per participant Below avg balance/head
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Official DOL plan name: William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by William T. Brooks and Associates, Inc. · North Carolina · Professional & Technical Services

$2M in assets, 20 participants

William T. Brooks and Associates, Inc.'s William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,990 in Professional & Technical Services (21,562 peers)

William T. Brooks and Associates, Inc. multi-year trail

William T. Brooks and Associates, Inc.'s plans moved +50.0% in assets from 2022 to 2024; this filing shows William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan at $2M / 20 participants.

#6,990
in Professional & Technical Services (21,562 peers)
-16.1%
assets change YoY

The plan reported a net loss of $433K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,261,130 36th percentile higher than 36% 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

William T. Brooks and Associates, Inc. 401(k) Profit Sharing 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. William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

DOL schedule card

Filing strip 561422755 · William T. Brooks and Associates, Inc. PY 2022 · 401(k)

William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan · $2M · 20 · 36th

  • PHOTO $2M
  • IND 20
  • EOY 36th
  • 5500 401(k)
  • ASSETS near Ocean Express, LLC 401(k) Plan
  • PCT ind #6990

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 North Carolina →

William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

William T. Brooks and Associates, Inc. 401(k) Profit Sharing PlanWilliam T. Brooks and Associ…$2MOcean Express, LLC 401(k) PlanOcean Express, LLC 401(k) Pl…$2MDolphin Hotel Management 401(k) PlanDolphin Hotel Management 401…$2MOdin 401(k) Plan$2MStraight Line Industrial Services 401(k) PlanStraight Line Industrial Ser…$2M
End-of-year total assets ($M) among William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

William T. Brooks and Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William T. Brooks and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 49.99239318393901% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.26M $3.39M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 25 $3M
2024 1 30 $3M

William T. Brooks and Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$433K
Employer EIN561422755
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00226113 · Participants: 20William T. Brooks and Associates, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ocean Express, LLC 401(k) Plan in MA ($2M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan declined sharply - down 16.1% during 2022, from $3M to $2M. Reported net income was -$433K.
How have William T. Brooks and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William T. Brooks and Associates, Inc.'s sponsor-wide assets grew 50.0%, from $2M to $3M.
Which 401(k) plans are similar in size to William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ocean Express, LLC 401(k) Plan in MA ($2M, 81 participants).
Which 401(k) plans cover a similar participant headcount to William T. Brooks and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M 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 561422755.

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.