401(k) · DOL Form 5500 · 2022

James-Bates-Brannan-Groover LLP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
109
Participants Small participant base
61st
Percentile by assets National rank
$76,875
Avg per participant Below avg balance/head
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Official DOL plan name: James-Bates-Brannan-Groover LLP 401(k) Plan · Sponsored by James-Bates-Brannan-Groover LLP · Georgia · Professional & Technical Services

$8M in assets, 109 participants

James-Bates-Brannan-Groover LLP's James-Bates-Brannan-Groover LLP 401(k) Plan reported $8M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,843 in Professional & Technical Services (21,562 peers)

Coverage in Georgia

James-Bates-Brannan-Groover LLP 401(k) Plan covers 109 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $8M.

#12,843
in Professional & Technical Services (21,562 peers)
-4.5%
assets change YoY

The plan reported a net loss of $393K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James-Bates-Brannan-Groover LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

James-Bates-Brannan-Groover LLP 401(k) Plan vs every filed plan by assets

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

$8,379,422 Top 39% higher than 61% 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

James-Bates-Brannan-Groover LLP 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James-Bates-Brannan-Groover LLP 401(k) Plan sits mid-pack in the medium band (109 participants).

Published 5500 schedule card

Filing strip 582472336 · James-Bates-Brannan-Groover LLP PY 2022 · 401(k)

James-Bates-Brannan-Groover LLP 401(k) Plan · $8M · 109 · 61st

  • BOY $8M
  • SCH 109
  • EBSA 61st
  • PART 401(k)
  • TYPE near Primeritus Financial Services Inc. 401(k) Profit Sharing Plan
  • NET ind #12843

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 Georgia →

James-Bates-Brannan-Groover LLP 401(k) Plan in the asset neighbourhood

James-Bates-Brannan-Groover LLP 401(k) PlanJames-Bates-Brannan-Groover …$8MPrimeritus Financial Services Inc. 401(k) Profit Sharing PlanPrimeritus Financial Service…$8MBay Mills Indian Community 401(k) PlanBay Mills Indian Community 4…$8MGreater Seacoast Community Health 401(k) PlanGreater Seacoast Community H…$8MSpothero 401(k) Plan$8M
End-of-year total assets ($M) among James-Bates-Brannan-Groover LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$393K
Employer EIN582472336
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James-Bates-Brannan-Groover LLP)

Sponsor-wide plan assets over time

All James-Bates-Brannan-Groover LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 51.898579639502586% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.38M $12.7M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 109 $8M
2023 1 121 $11M
2024 1 119 $13M

Nearby 401(k) Plans in Georgia

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

James-Bates-Brannan-Groover LLP 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants James-Bates-Brannan-Groover LLP 401(k) Plan, Total assets ($B): 0.008379422 · Participants: 109James-Bates-Brannan-Groover LLP 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
James-Bates-Brannan-Groover LLP 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

James-Bates-Brannan-Groover LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Primeritus Financial Services Inc. 401(k) Profit Sharing Plan in TN ($8M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 James-Bates-Brannan-Groover LLP 401(k) Plan assets move in 2022?
James-Bates-Brannan-Groover LLP 401(k) Plan edged down modestly - down 4.5% during 2022, from $9M to $8M. Reported net income was -$393K.
How have James-Bates-Brannan-Groover LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), James-Bates-Brannan-Groover LLP's sponsor-wide assets grew 51.9%, from $8M to $13M.
Which 401(k) plans are similar in size to James-Bates-Brannan-Groover LLP 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Primeritus Financial Services Inc. 401(k) Profit Sharing Plan in TN ($8M, 453 participants).
Which 401(k) plans cover a similar participant headcount to James-Bates-Brannan-Groover LLP 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants, N/A in assets).