401(k) · DOL Form 5500 · 2022
J.F. Brennan Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 238
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $126,242
- Avg per participant Near avg balance/head
Official DOL plan name: Brennan Companies 401(k) and Profit Sharing Plan · Sponsored by J.F. Brennan Company, Inc. · Wisconsin · Construction
$30M in assets, 238 participants
J.F. Brennan Company, Inc.'s Brennan Companies 401(k) and Profit Sharing Plan reported $30M in total assets and 238 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #8,126 in Construction (9,927 peers)
Coverage in Wisconsin
Brennan Companies 401(k) and Profit Sharing Plan covers 238 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $30M.
- #8,126
- in Construction (9,927 peers)
- -11.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brennan Companies 401(k) and Profit Sharing Plan's outsized position by total assets
Brennan Companies 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,045,504 Top 17% higher than 83% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Brennan Companies 401(k) and Profit Sharing 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. Brennan Companies 401(k) and Profit Sharing Plan sits mid-pack in the medium band (238 participants).
Form 5500 schedule snapshot
Filing strip 390962285 · J.F. Brennan Company, Inc. PY 2022 · 401(k)
Brennan Companies 401(k) and Profit Sharing Plan · $30M · 238 · 83rd
- BOOK $30M
- VS-ST 238
- BOY 83rd
- SCH 401(k)
- EBSA near Deciphera 401(k) Plan
- PART ind #8126
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 Construction retirement plans → · Plans in Wisconsin →
Brennan Companies 401(k) and Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$4M |
| Employer EIN | 390962285 |
| Plan Effective Date | 1989-07-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.F. Brennan Company, Inc.)
Sponsor-wide plan assets over time
All J.F. Brennan Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 55.212536957276534% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 238 | $30M |
| 2023 | 1 | 283 | $39M |
| 2024 | 1 | 322 | $47M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Brennan Companies 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Deciphera 401(k) Plan in MA ($30M); by covered participants it is Mandarin Holdings LP 401(k) Plan in MN (238 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Deciphera 401(k) Plan (MA) $30M · 394
- First Citizens Financial Corp. 401(k) Savings Plan (IA) $30M · 203
- Swenson Granite 401(k) Retirement Plan (VT) $30M · 123
- C.T. Male Associates Retirement Plan (NY) $30M · 127
Similar participant headcount
Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.
- Mandarin Holdings LP 401(k) Plan (MN) 238 · 0 off
- Treesmiths, LLC 401(k) Plan (PA) 238 · 0 off
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust (NY) 238 · 0 off
- Critical Care Services, Inc. 401(k) Plan (MN) 238 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.