401(k) · DOL Form 5500 · 2022
Brooke Ellis, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Brooke Ellis, Inc. 401(k) Profit Sharing Plan · Sponsored by Brooke Ellis, Inc. · Arizona · Other Services
$3M in assets, 2 participants
Brooke Ellis, Inc.'s Brooke Ellis, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #5,244 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Brooke Ellis, Inc. 401(k) Profit Sharing Plan ranks #5,244 of 8,398 2022 filers by assets (652% of the sector average)-$3M for 2 participants.
- #5,244
- in Other Services (8,398 peers)
- +339.7%
- assets growth YoY
Brooke Ellis, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers
Brooke Ellis, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,078,183 41st percentile higher than 41% 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
Brooke Ellis, Inc. 401(k) 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. Brooke Ellis, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 862712880 · Brooke Ellis, Inc. PY 2022 · 401(k)
Brooke Ellis, Inc. 401(k) Profit Sharing Plan · $3M · 2 · 41st
- EIN $3M
- RANK 2
- PHOTO 41st
- IND 401(k)
- EOY near Northwest Employees 401(k) Savings Plan
- 5500 ind #5244
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 Other Services retirement plans → · Plans in Arizona →
Brooke Ellis, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $700K |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $2M |
| Employer EIN | 862712880 |
| Plan Effective Date | 2021-03-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brooke Ellis, Inc.)
Sponsor-wide plan assets over time
All Brooke Ellis, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $509K 83.45705892079842% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 3 | $509K |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Brooke Ellis, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Northwest Employees 401(k) Savings Plan in OR ($3M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.