401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$130M
Total assets Near avg plan size
155
Participants Small participant base
94th
Percentile by assets National rank
$836,118
Avg per participant High balance/head
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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.

  • #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.

#20,513
in Professional & Technical Services (21,562 peers)
-15.8%
assets change YoY
1.3×
vs typical plan assets (national mean)

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.

Brooks Pierce Retirement and Savings Plan's outsized position 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 $2,050,000,000 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

Brooks Pierce Retirement and Savings 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. Brooks Pierce Retirement and Savings Plan sits mid-pack in the medium band (155 participants).

Plan-year Form 5500 strip

Filing strip 560561489 · Brooks Pierce Mclendon Humphrey & Leonard, LLP PY 2022 · 401(k)

Brooks Pierce Retirement and Savings Plan · $130M · 155 · 94th

  • SCH $130M
  • SCH 155
  • SCH 94th
  • SCH 401(k)
  • SCH near One Webasto 401(k) Retirement Savings Plan
  • SCH ind #20513

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 North Carolina →

Brooks Pierce Retirement and Savings Plan in the asset neighbourhood

Panoramic Health 401(k) Plan$130MBrooks Pierce Retirement and Savings PlanBrooks Pierce Retirement and…$130MOne Webasto 401(k) Retirement Savings PlanOne Webasto 401(k) Retiremen…$130MHanson Bridgett LLP Profit Sharing PlanHanson Bridgett LLP Profit S…$130MNova Employee Savings Trust (N.E.S.T.)Nova Employee Savings Trust …$130M
End-of-year total assets ($M) among Brooks Pierce Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Brooks Pierce Mclendon Humphrey & Leonard, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$155M 19.396642741496446% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $130M $155M ▲ +19.4%
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 ($B) Participants Brooks Pierce Retirement and Savings Plan, Total assets ($B): 0.129598242 · Participants: 155Brooks Pierce Retirement and Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 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 Plan side-by-side with 3 peers →

Brooks Pierce Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is One Webasto 401(k) Retirement Savings Plan in MI ($130M); by covered participants it is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($130M here).

Similar participant headcount

Nearest other-state filings by covered participants (155 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 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).
Which 401(k) plans cover a similar participant headcount to Brooks Pierce Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 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 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.