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
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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

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 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.

See the national 2022→2023 release diff →

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

Hon C Chan Do PC Profit Sharing Plan & TrustHon C Chan Do PC Profit Shar…$7MFirst Nebraska Trust Company Psp & TrustFirst Nebraska Trust Company…$7MBrian Baru Company Profit Sharing PlanBrian Baru Company Profit Sh…$7MC & S Fransen Farms, Inc. Vip Basic Profit Sharing PlanC & S Fransen Farms, Inc. Vi…$7MKpc Healthcare, Inc. Profit Sharing PlanKpc Healthcare, Inc. Profit …$7M
End-of-year total assets ($M) among Brian Baru Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$482K
Employer EIN272153097
Plan Effective Date2010-03-19
Filing StatusFILING 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
$6.8M$7M$7.2M$7.4M$7.6M 202220232024 $7.52M $7.54M ▲ +0.3%
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.

Brian Baru Company Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Brian Baru Company Profit Sharing Plan, Total assets ($B): 0.00703409 · Participants: 3Brian Baru Company Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Brian Baru Company Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

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.

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.

Frequently Asked Questions

How did Brian Baru Company Profit Sharing Plan assets move in 2023?
Brian Baru Company Profit Sharing Plan pulled back noticeably - down 6.4% during 2023, from $8M to $7M. Reported net income was -$482K.
How have Brian Baru Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Brian Baru Company's sponsor-wide assets grew 0.3%, from $8M to $8M.
Which Profit Sharing plans are similar in size to Brian Baru Company Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Hon C Chan Do PC Profit Sharing Plan & Trust in MI ($7M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Brian Baru Company Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).