401(k) · DOL Form 5500 · 2022

Branded Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
120
Participants Small participant base
31st
Percentile by assets National rank
$14,090
Avg per participant Low balance/head
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Official DOL plan name: Branded Group Retirement Readiness 401(k) Plan · Sponsored by Branded Group, Inc. · California · Professional & Technical Services

$2M in assets, 120 participants

Branded Group, Inc.'s Branded Group Retirement Readiness 401(k) Plan reported $2M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,973 in Professional & Technical Services (21,562 peers)

Coverage in California

Branded Group Retirement Readiness 401(k) Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $2M.

#5,973
in Professional & Technical Services (21,562 peers)
+23.6%
assets growth YoY

Branded Group Retirement Readiness 401(k) Plan among the smaller filed plans by assets

Branded Group Retirement Readiness 401(k) Plan vs every filed plan by assets

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

$1,690,790 31st percentile higher than 31% 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

Branded Group Retirement Readiness 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. Branded Group Retirement Readiness 401(k) Plan sits mid-pack in the medium band (120 participants).

Published 5500 schedule card

Filing strip 464559959 · Branded Group, Inc. PY 2022 · 401(k)

Branded Group Retirement Readiness 401(k) Plan · $2M · 120 · 31st

  • 5500 $2M
  • 5500 120
  • 5500 31st
  • 5500 401(k)
  • 5500 near Lowe Law Group 401(k) Plan
  • 5500 ind #5973

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 California →

Branded Group Retirement Readiness 401(k) Plan in the asset neighbourhood

Branded Group Retirement Readiness 401(k) PlanBranded Group Retirement Rea…$2MLowe Law Group 401(k) Plan$2MMurk's Village Market, Inc. Savings and Retirement PlanMurk's Village Market, Inc. …$2MSkipco 401(k) Retirement Savings PlanSkipco 401(k) Retirement Sav…$2MRetirement4contractors Pooled Employer PlanRetirement4contractors Poole…$2M
End-of-year total assets ($M) among Branded Group Retirement Readiness 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$323K
Employer EIN464559959
Plan Effective Date2018-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Branded Group, Inc.)

Sponsor-wide plan assets over time

All Branded Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 67.07763826377018% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.69M $2.82M ▲ +66.9%
Year Plans Participants Total Assets
2022 1 120 $2M
2023 1 199 $2M
2024 1 158 $3M

Nearby 401(k) Plans in California

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

Branded Group Retirement Readiness 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Branded Group Retirement Readiness 401(k) Plan, Total assets ($B): 0.00169079 · Participants: 120Branded Group Retirement Readiness 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Branded Group Retirement Readiness 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Branded Group Retirement Readiness 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lowe Law Group 401(k) Plan in UT ($2M); by covered participants it is North Coast Container Corp. Union 401(k) Plan & Trust in OH (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Branded Group Retirement Readiness 401(k) Plan assets move in 2022?
Branded Group Retirement Readiness 401(k) Plan grew sharply - up 23.6% during 2022, from $1M to $2M. Reported net income was $323K.
How have Branded Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Branded Group, Inc.'s sponsor-wide assets grew 67.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Branded Group Retirement Readiness 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lowe Law Group 401(k) Plan in UT ($2M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Branded Group Retirement Readiness 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is North Coast Container Corp. Union 401(k) Plan & Trust in OH (120 participants, $674K in assets).