401(k) · DOL Form 5500 · 2022

Brann & Isaacson, LLP 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
46
Participants Small participant base
76th
Percentile by assets National rank
$409,465
Avg per participant High balance/head
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Official DOL plan name: Brann & Isaacson, LLP Profit Sharing Plan · Sponsored by Brann & Isaacson, LLP · Maine · Professional & Technical Services

$19M in assets, 46 participants

Brann & Isaacson, LLP's Brann & Isaacson, LLP Profit Sharing Plan reported $19M in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,500 in Professional & Technical Services (21,562 peers)

Where Brann & Isaacson, LLP Profit Sharing Plan sits by assets

Brann & Isaacson, LLP Profit Sharing Plan sits in the top quartile of all filed plans by assets, $19M for 46 participants (~$409,465/participant), down 23.8% in 2022.

#16,500
in Professional & Technical Services (21,562 peers)
-23.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brann & Isaacson, LLP Profit Sharing Plan's outsized position by total assets

Brann & Isaacson, LLP Profit Sharing Plan vs every filed plan by assets

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

$18,835,395 Top 24% higher than 76% 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

Brann & Isaacson, LLP 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. Brann & Isaacson, LLP Profit Sharing Plan is a small filing (46 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 010034230 · Brann & Isaacson, LLP PY 2022 · 401(k)

Brann & Isaacson, LLP Profit Sharing Plan · $19M · 46 · 76th

  • PCT $19M
  • PCT 46
  • PCT 76th
  • PCT 401(k)
  • PCT near Cog Marketers, Ltd Employees Savings Trust
  • PCT ind #16500

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 Maine →

Brann & Isaacson, LLP Profit Sharing Plan in the asset neighbourhood

Brann & Isaacson, LLP Profit Sharing PlanBrann & Isaacson, LLP Profit…$19MCog Marketers, Ltd Employees Savings TrustCog Marketers, Ltd Employees…$19MRef-Chem Retirement Plan$19MColdstream 401(k) Plan$19MRdv Staffing, Inc. 401(k) Retirement PlanRdv Staffing, Inc. 401(k) Re…$19M
End-of-year total assets ($M) among Brann & Isaacson, LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$19M
Net Income-$6M
Employer EIN010034230
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brann & Isaacson, LLP)

Sponsor-wide plan assets over time

All Brann & Isaacson, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$21M 13.160074423711315% vs 2022
2023 filing year
$18M$19M$20M$21M$22M 20222023 $18.8M $21.3M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 46 $19M
2023 1 39 $21M

Nearby 401(k) Plans in Maine

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

Brann & Isaacson, LLP Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Brann & Isaacson, LLP Profit Sharing Plan, Total assets ($B): 0.018835395 · Participants: 46Brann & Isaacson, LLP Profit Sharing PlanTd 401(k) Retirement Plan, Total assets ($B): 4.082814523 · Participants: 26725Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 1.823433108 · Participants: 9051Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 0.833975444 · Participants: 6436Idexx Retirement and Incentive Savings PlanHannaford Bros. Co., LLC Retirement Savings Plan, Total assets ($B): 0.831539018 · Participants: 28776Hannaford Bros. Co., LLC Retirement Savings PlanThe Cianbro Team Equity Plan, Total assets ($B): 0.624114187 · Participants: 2575The Cianbro Team Equity Plan
Brann & Isaacson, LLP Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Brann & Isaacson, LLP Profit Sharing Plan side-by-side with 3 peers →

Brann & Isaacson, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Cog Marketers, Ltd Employees Savings Trust in MI ($19M); by covered participants it is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Brann & Isaacson, LLP Profit Sharing Plan assets move in 2022? ▼
Brann & Isaacson, LLP Profit Sharing Plan declined sharply - down 23.8% during 2022, from $25M to $19M. Reported net income was -$6M.
How have Brann & Isaacson, LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Brann & Isaacson, LLP's sponsor-wide assets grew 13.2%, from $19M to $21M.
Where does Brann & Isaacson, LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Brann & Isaacson, LLP Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brann & Isaacson, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cog Marketers, Ltd Employees Savings Trust in MI ($19M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Brann & Isaacson, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 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 010034230.

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.