401(k) · DOL Form 5500 · 2022
Brown & Fortunato P.C. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $153,403
- Avg per participant Above avg balance/head
Official DOL plan name: Brown & Fortunato, P. C. Profit Sharing 401(k) Plan · Sponsored by Brown & Fortunato P.C. · Texas · Professional & Technical Services
$7M in assets, 45 participants
Brown & Fortunato P.C.'s Brown & Fortunato, P. C. Profit Sharing 401(k) Plan reported $7M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #11,950 in Professional & Technical Services (21,562 peers)
Brown & Fortunato P.C. multi-year trail
Brown & Fortunato P.C.'s plans moved +28.0% in assets from 2022 to 2024; this filing shows Brown & Fortunato, P. C. Profit Sharing 401(k) Plan at $7M / 45 participants.
- #11,950
- in Professional & Technical Services (21,562 peers)
- -10.8%
- assets change YoY
The plan reported a net loss of $840K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brown & Fortunato, P. C. Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Brown & Fortunato, P. C. Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,903,146 Top 43% higher than 57% 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
Brown & Fortunato, P. C. Profit Sharing 401(k) 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. Brown & Fortunato, P. C. Profit Sharing 401(k) Plan is a small filing (45 participants) on this national headcount ladder.
DOL schedule card
Filing strip 752602744 · Brown & Fortunato P.C. PY 2022 · 401(k)
Brown & Fortunato, P. C. Profit Sharing 401(k) Plan · $7M · 45 · 57th
- PCT $7M
- PCT 45
- PCT 57th
- PCT 401(k)
- PCT near Dennis Uniform Manufacturing LLC Profit Sharing Plan
- PCT ind #11950
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 Texas →
Brown & Fortunato, P. C. Profit Sharing 401(k) Plan in the asset neighbourhood
Brown & Fortunato P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Brown & Fortunato P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 28.015777154358318% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $7M |
| 2023 | 1 | 50 | $8M |
| 2024 | 1 | 56 | $9M |
Brown & Fortunato P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$840K |
| Employer EIN | 752602744 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Brown & Fortunato, P. C. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Dennis Uniform Manufacturing LLC Profit Sharing Plan in OR ($7M); by covered participants it is The L&b Reforestation Inc Retirement Plan in OR (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- The L&b Reforestation Inc Retirement Plan (OR) 45 · 0 off
- Perry, Johnson, Anderson, Miller & Moskowitz, LLP Profit Sharing/401(k) Plan (CA) 45 · 0 off
- Children's Healthcare Associates, P.C. Retirement Plan and Trust (IL) 45 · 0 off
- Ziemer, Stayman, Weitzel & Shoulders 401(k) Profit Sharing Plan (IN) 45 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.