401(k) · DOL Form 5500 · 2022
Brand Share 401(k) Savings & Profit Sharing Plan 401(k) Plan
Data updated 2026-08-25
- $277M
- Total assets Near avg plan size
- 28,690
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $9,644
- Avg per participant Low balance/head
Official DOL plan name: Brand Share 401(k) Savings & Profit Sharing Plan · Sponsored by Brand Share 401(k) Savings & Profit Sharing Plan · Georgia · Construction
$277M in assets, 28,690 participants
Brand Share 401(k) Savings & Profit Sharing Plan's Brand Share 401(k) Savings & Profit Sharing Plan reported $277M in total assets and 28,690 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #9,538 in Construction (9,927 peers)
Coverage in Georgia
Brand Share 401(k) Savings & Profit Sharing Plan covers 28,690 participants in Georgia, 26x the typical Georgia plan (state average ~1,096 per filing). Assets: $277M.
- #9,538
- in Construction (9,927 peers)
- -16.1%
- assets change YoY
- 2.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brand Share 401(k) Savings & Profit Sharing Plan's outsized position by total assets
Brand Share 401(k) Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$276,685,725 Top 3% higher than 97% 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
Brand Share 401(k) Savings & Profit Sharing Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brand Share 401(k) Savings & Profit Sharing Plan is a mega filing (28,690 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 133909681 · Brand Share 401(k) Savings & Profit Sharing Plan PY 2022 · 401(k)
Brand Share 401(k) Savings & Profit Sharing Plan · $277M · 28,690 · 97th
- NET $277M
- NET 28,690
- NET 97th
- NET 401(k)
- NET near Burr & Forman LLP Profit Sharing Plan
- NET ind #9538
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 Construction retirement plans → · Plans in Georgia →
Brand Share 401(k) Savings & Profit Sharing Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $330M |
|---|---|
| Net Assets (End of Year) | $277M |
| Net Income | -$53M |
| Employer EIN | 133909681 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brand Share 401(k) Savings & Profit Sharing Plan)
Sponsor-wide plan assets over time
All Brand Share 401(k) Savings & Profit Sharing Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $356M 28.67925116122272% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28,690 | $277M |
| 2023 | 1 | 28,298 | $323M |
| 2024 | 1 | 11,095 | $356M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Scale composition for Brand Share 401(k) Savings & Profit Sharing Plan
Brand Share 401(k) Savings & Profit Sharing Plan reports $277M in end-of-year assets across 28,690 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $9,644 per participant (7% of the national average assets-per-participant) . Net income for plan year 2022 was -$53M.
This plan identity (EIN 133909681, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $277M to $356M (+28.7%) while covered participants moved from 28,690 to 11,095 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,690 | $277M | This page |
| 2023 | 28,298 | $323M | Open filing |
| 2024 · index core | 11,095 | $356M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Brand Share 401(k) Savings & Profit Sharing Plan (401(k), $356M, 11,095 participants)
Brand Share 401(k) Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Burr & Forman LLP Profit Sharing Plan in AL ($277M); by covered participants it is Jones Lang Lasalle Savings and Retirement Plan in IL (28,692 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($277M here).
- Burr & Forman LLP Profit Sharing Plan (AL) $277M · 526
- Pipeline Industry Annuity 401(k) Trust (OK) $277M · 2,848
- Prosperity Bancshares, Inc. 401(k) Profit Sharing Plan (TX) $277M · 3,350
- Owens-Illinois, Inc. Long-Term Savings Plan (OH) $277M · 3,219
Similar participant headcount
Nearest other-state filings by covered participants (28,690 participants); asset peers above are excluded.
- Jones Lang Lasalle Savings and Retirement Plan (IL) 28,692 · 2 off
- St. Joseph and Covenant Health Systems 401(k) Plan (WA) 28,697 · 7 off
- Johnson Controls Retirement Savings and Investment Plan (WI) 28,701 · 11 off
- Hannaford Bros. Co., LLC Retirement Savings Plan (ME) 28,776 · 86 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.