401(k) · DOL Form 5500 · 2022

Brooks Pierce Mclendon Humphrey & Leonard, LLP 401(k) Plan

Data updated 2026-08-11

$130M
Total assets
155
Participants
94th
Percentile by assets
$836,118
Avg per participant
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Official DOL plan name: Brooks Pierce Retirement and Savings Plan · Sponsored by Brooks Pierce Mclendon Humphrey & Leonard, LLP · North Carolina · Professional & Technical Services

$130M in assets, 155 participants

Brooks Pierce Mclendon Humphrey & Leonard, LLP's Brooks Pierce Retirement and Savings Plan reported $130M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #20,513 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Brooks Pierce Retirement and Savings Plan covers 155 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $130M.

$130M
total plan assets (2022 EOY)
155
covered participants
94th
percentile by assets (of 139,126 plans)
$836,118
avg assets per participant

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Brooks Pierce Retirement and Savings Plan sits by total assets

Brooks Pierce Retirement and Savings Plan vs every filed plan by assets

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

$129,598,242 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
North Carolina
Industry
Professional & Technical Services

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Brooks Pierce Retirement and Savings Plan reports 155 participants - about 19% of that state average ($130M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$130M
Net Income-$24M
Employer EIN560561489
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brooks Pierce Mclendon Humphrey & Leonard, LLP)

$120M$130M$140M$150M$160M 202220232024 $130M $155M ▲ +19.4%
Total plan assets by year, all Brooks Pierce Mclendon Humphrey & Leonard, LLP plans on file
Year Plans Participants Total Assets
2022 1 155 $130M
2023 1 156 $141M
2024 1 185 $155M

Nearby 401(k) Plans in North Carolina

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

Brooks Pierce Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Brooks Pierce Retire…, Total assets ($B): 0.129598242 · Participants: 155Brooks Pierce Retire…The Bank of America …, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Cor…Lowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Brooks Pierce Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Brooks Pierce Retirement and Savings Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Brooks Pierce Retirement and Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Brooks Pierce Retirement and Savings Plan assets move in 2022? ▼
Brooks Pierce Retirement and Savings Plan declined sharply - down 15.8% during 2022, from $154M to $130M. Reported net income was -$24M.
How have Brooks Pierce Mclendon Humphrey & Leonard, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brooks Pierce Mclendon Humphrey & Leonard, LLP's sponsor-wide assets grew 19.4%, from $130M to $155M.
Where does Brooks Pierce Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Brooks Pierce Retirement and Savings Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Brooks Pierce Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is One Webasto 401(k) Retirement Savings Plan in MI ($130M, 1,858 participants).

Next read for Brooks Pierce Retirement and Savings Pla…

Filing takeaways

Ways to act on Brooks Pierce Retirement and Savings Plan's numbers.

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 560561489.

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.