Profit Sharing · DOL Form 5500 · 2023
Brian Baru Company Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $2.3M
- Avg per participant High balance/head
Official DOL plan name: Brian Baru Company Profit Sharing Plan · Sponsored by Brian Baru Company · Florida · Information & Media
$7M in assets, 3 participants
Brian Baru Company's Brian Baru Company Profit Sharing Plan reported $7M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #1,034 in Information & Media (2,818 peers)
What the 2023 filing shows
Brian Baru Company Profit Sharing Plan holds $7M for 3 participants - about $2.3M per participant, above the median plan by assets.
- #1,034
- in Information & Media (2,818 peers)
- -6.4%
- assets change YoY
The plan reported a net loss of $482K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brian Baru Company Profit Sharing Plan's mid-pack asset rank among Information & Media and all filers
Brian Baru Company Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,034,090 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Brian Baru Company Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brian Baru Company Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brian Baru Company Profit Sharing Plan reported net income fell from $2M in the plan year 2022 filing to -$482K in the plan year 2023 filing.
- Brian Baru Company Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 272153097 · Brian Baru Company PY 2023 · Profit Sharing
Brian Baru Company Profit Sharing Plan · $7M · 3 · 51st
- RANK $7M
- RANK 3
- RANK 51st
- RANK Profit Sharing
- RANK near Hon C Chan Do PC Profit Sharing Plan & Trust
- RANK ind #1034
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 Information & Media retirement plans → · Plans in Florida →
Brian Baru Company Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$482K |
| Employer EIN | 272153097 |
| Plan Effective Date | 2010-03-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brian Baru Company)
Sponsor-wide plan assets over time
All Brian Baru Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 0.29546698272555283% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $8M |
| 2023 | 1 | 3 | $7M |
| 2024 | 1 | 3 | $8M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Brian Baru Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Hon C Chan Do PC Profit Sharing Plan & Trust in MI ($7M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.