401(k) · DOL Form 5500 · 2022

Brand & Oppenheimer Co., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
164
Participants Small participant base
44th
Percentile by assets National rank
$22,013
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brand & Oppenheimer Co., Inc 401(k) Plan · Sponsored by Brand & Oppenheimer Co., Inc. · Rhode Island · Manufacturing

$4M in assets, 164 participants

Brand & Oppenheimer Co., Inc.'s Brand & Oppenheimer Co., Inc 401(k) Plan reported $4M in total assets and 164 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.

  • #5,606 in Manufacturing (20,602 peers)

Coverage in Rhode Island

Brand & Oppenheimer Co., Inc 401(k) Plan covers 164 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $4M.

#5,606
in Manufacturing (20,602 peers)
-10.7%
assets change YoY

The plan reported a net loss of $432K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brand & Oppenheimer Co., Inc 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Brand & Oppenheimer Co., Inc 401(k) Plan vs every filed plan by assets

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

$3,610,056 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

Brand & Oppenheimer Co., Inc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brand & Oppenheimer Co., Inc 401(k) Plan sits mid-pack in the medium band (164 participants).

Published 5500 schedule card

Filing strip 223330316 · Brand & Oppenheimer Co., Inc. PY 2022 · 401(k)

Brand & Oppenheimer Co., Inc 401(k) Plan · $4M · 164 · 44th

  • RANK $4M
  • RANK 164
  • RANK 44th
  • RANK 401(k)
  • RANK near Wiseway Inc. 401(k) Profit Sharing Plan
  • RANK ind #5606

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 Manufacturing retirement plans → · Plans in Rhode Island →

Brand & Oppenheimer Co., Inc 401(k) Plan in the asset neighbourhood

Brand & Oppenheimer Co., Inc 401(k) PlanBrand & Oppenheimer Co., Inc…$4MWiseway Inc. 401(k) Profit Sharing PlanWiseway Inc. 401(k) Profit S…$4M317 Labs 401(k) Plan$4MT & R Properties, Inc. Employees Profit Sharing Plan and TrustT & R Properties, Inc. Emplo…$4MEast Coast Mechanical Inc 401(k) PlanEast Coast Mechanical Inc 40…$4M
End-of-year total assets ($M) among Brand & Oppenheimer Co., Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$432K
Employer EIN223330316
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brand & Oppenheimer Co., Inc.)

Sponsor-wide plan assets over time

All Brand & Oppenheimer Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 16.752233206354695% vs 2022
2023 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 20222023 $3.61M $4.21M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 164 $4M
2023 1 197 $4M

Nearby 401(k) Plans in Rhode Island

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

Brand & Oppenheimer Co., Inc 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Brand & Oppenheimer Co., Inc 401(k) Plan, Total assets ($B): 0.003610056 · Participants: 164Brand & Oppenheimer Co., Inc 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Brand & Oppenheimer Co., Inc 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Brand & Oppenheimer Co., Inc 401(k) Plan side-by-side with 3 peers →

Brand & Oppenheimer Co., Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Wiseway Inc. 401(k) Profit Sharing Plan in KY ($4M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Brand & Oppenheimer Co., Inc 401(k) Plan assets move in 2022? ▼
Brand & Oppenheimer Co., Inc 401(k) Plan pulled back noticeably - down 10.7% during 2022, from $4M to $4M. Reported net income was -$432K.
How have Brand & Oppenheimer Co., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Brand & Oppenheimer Co., Inc.'s sponsor-wide assets grew 16.8%, from $4M to $4M.
Which 401(k) plans are similar in size to Brand & Oppenheimer Co., Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wiseway Inc. 401(k) Profit Sharing Plan in KY ($4M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Brand & Oppenheimer Co., Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 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 223330316.

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.