401(k) · DOL Form 5500 · 2022

Rees Broome, PC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
91
Participants Small participant base
78th
Percentile by assets National rank
$237,590
Avg per participant Above avg balance/head
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Official DOL plan name: Rees Broome, PC 401(k) Plan · Sponsored by Rees Broome, PC · Virginia · Professional & Technical Services

$22M in assets, 91 participants

Rees Broome, PC's Rees Broome, PC 401(k) Plan reported $22M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,981 in Professional & Technical Services (21,562 peers)

Where Rees Broome, PC 401(k) Plan sits by assets

Rees Broome, PC 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 91 participants (~$237,590/participant), down 14.5% in 2022.

#16,981
in Professional & Technical Services (21,562 peers)
-14.5%
assets change YoY
0.2×
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.

Rees Broome, PC 401(k) Plan's outsized position by total assets

Rees Broome, PC 401(k) Plan vs every filed plan by assets

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

$21,620,684 Top 22% higher than 78% 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

Rees Broome, PC 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. Rees Broome, PC 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 540965953 · Rees Broome, PC PY 2022 · 401(k)

Rees Broome, PC 401(k) Plan · $22M · 91 · 78th

  • BOY $22M
  • SCH 91
  • EBSA 78th
  • PART 401(k)
  • TYPE near Curacao 401(k) Plan
  • NET ind #16981

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 Virginia →

Rees Broome, PC 401(k) Plan in the asset neighbourhood

Rees Broome, PC 401(k) Plan$22MCuracao 401(k) Plan$22MCorporate Wings 401(k) Plan$22MLee & Mason Financial Services, Inc. 401(k) PlanLee & Mason Financial Servic…$22MRowman & Littlefield Publishing Group, Inc. 401(k) PlanRowman & Littlefield Publish…$22M
End-of-year total assets ($M) among Rees Broome, PC 401(k) 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)$22M
Net Income-$4M
Employer EIN540965953
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rees Broome, PC)

Sponsor-wide plan assets over time

All Rees Broome, PC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 35.49976957250751% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.6M $29.3M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 91 $22M
2023 1 92 $26M
2024 1 89 $29M

Nearby 401(k) Plans in Virginia

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

Rees Broome, PC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Rees Broome, PC 401(k) Plan, Total assets ($B): 0.021620684 · Participants: 91Rees Broome, PC 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Rees Broome, PC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Rees Broome, PC 401(k) Plan side-by-side with 3 peers →

Rees Broome, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Curacao 401(k) Plan in CA ($22M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Rees Broome, PC 401(k) Plan assets move in 2022? ▼
Rees Broome, PC 401(k) Plan pulled back noticeably - down 14.5% during 2022, from $25M to $22M. Reported net income was -$4M.
How have Rees Broome, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rees Broome, PC's sponsor-wide assets grew 35.5%, from $22M to $29M.
Where does Rees Broome, PC 401(k) Plan rank by assets among Form 5500 filers? ▼
Rees Broome, PC 401(k) Plan ranks in the 78th 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 Rees Broome, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curacao 401(k) Plan in CA ($22M, 800 participants).
Which 401(k) plans cover a similar participant headcount to Rees Broome, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcalister Oil 401(k) Plan in KS (91 participants, N/A 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 540965953.

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.