Profit Sharing · DOL Form 5500 · 2022

R. Bradley & Associates, Ltd. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
44th
Percentile by assets National rank
$443,469
Avg per participant High balance/head
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Official DOL plan name: R. Bradley & Associates Profit Sharing Plan · Sponsored by R. Bradley & Associates, Ltd. · North Carolina · Administrative & Support Services

$4M in assets, 8 participants

R. Bradley & Associates, Ltd.'s R. Bradley & Associates Profit Sharing Plan reported $4M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,301 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, R. Bradley & Associates Profit Sharing Plan ranks #3,301 of 4,927 2022 filers by assets (813% of the sector average)-$4M for 8 participants.

#3,301
in Administrative & Support Services (4,927 peers)
-5.9%
assets change YoY

The plan reported a net loss of $223K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R. Bradley & Associates Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

R. Bradley & Associates Profit Sharing Plan vs every filed plan by assets

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

$3,547,748 44th percentile higher than 44% 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

R. Bradley & Associates Profit Sharing 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. R. Bradley & Associates Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 562071189 · R. Bradley & Associates, Ltd. PY 2022 · Profit Sharing

R. Bradley & Associates Profit Sharing Plan · $4M · 8 · 44th

  • IND $4M
  • EOY 8
  • 5500 44th
  • ASSETS Profit Sharing
  • PCT near Valley Realty, Inc. Profit Sharing Plan
  • EIN ind #3301

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

R. Bradley & Associates Profit Sharing Plan in the asset neighbourhood

R. Bradley & Associates Profit Sharing PlanR. Bradley & Associates Prof…$4MValley Realty, Inc. Profit Sharing PlanValley Realty, Inc. Profit S…$4MWpg Employee Profit Sharing PlanWpg Employee Profit Sharing …$4MPatrick and Co. Profit Sharing PlanPatrick and Co. Profit Shari…$4MSenior Connections 403(b) PlanSenior Connections 403(b) Pl…$4M
End-of-year total assets ($M) among R. Bradley & Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$223K
Employer EIN562071189
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R. Bradley & Associates, Ltd.)

Sponsor-wide plan assets over time

All R. Bradley & Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 34.29209177201989% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.76M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 8 $4M
2023 1 8 $4M
2024 1 8 $5M

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

R. Bradley & Associates Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants R. Bradley & Associates Profit Sharing Plan, Total assets ($B): 0.003547748 · Participants: 8R. Bradley & Associates Profit Sharing PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
R. Bradley & Associates Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

R. Bradley & Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Valley Realty, Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

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 R. Bradley & Associates Profit Sharing Plan assets move in 2022?
R. Bradley & Associates Profit Sharing Plan pulled back noticeably - down 5.9% during 2022, from $4M to $4M. Reported net income was -$223K.
How have R. Bradley & Associates, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), R. Bradley & Associates, Ltd.'s sponsor-wide assets grew 34.3%, from $4M to $5M.
Which Profit Sharing plans are similar in size to R. Bradley & Associates Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Valley Realty, Inc. Profit Sharing Plan in CA ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to R. Bradley & Associates Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K in assets).