Profit Sharing · DOL Form 5500 · 2023
Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $690,639
- Avg per participant High balance/head
Official DOL plan name: Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust · Sponsored by Evans, Ewan & Brady Insurance Agency, Inc. · Texas · Finance & Insurance
$4M in assets, 6 participants
Evans, Ewan & Brady Insurance Agency, Inc.'s Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust reported $4M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #2,556 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust holds $4M for 6 participants - about $690,639 per participant, in the lower half of filed plans by assets.
- #2,556
- in Finance & Insurance (8,869 peers)
- -7.9%
- assets change YoY
The plan reported a net loss of $353K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,143,831 41st percentile higher than 41% 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
Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust reported net income rose from -$685K in the plan year 2022 filing to -$353K in the plan year 2023 filing.
- Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust reported participants fell from 10 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 742000684 · Evans, Ewan & Brady Insurance Agency, Inc. PY 2023 · Profit Sharing
Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust · $4M · 6 · 41st
- 5500 $4M
- 5500 6
- 5500 41st
- 5500 Profit Sharing
- 5500 near Thomas Beverage Co. Inc., Profit Sharing Plan
- 5500 ind #2556
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 Finance & Insurance retirement plans → · Plans in Texas →
Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$353K |
| Employer EIN | 742000684 |
| Plan Effective Date | 1983-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evans, Ewan & Brady Insurance Agency, Inc.)
Sponsor-wide plan assets over time
All Evans, Ewan & Brady Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $4M |
| 2023 | 1 | 6 | $4M |
| 2024 | 1 | 5 | N/A |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Thomas Beverage Co. Inc., Profit Sharing Plan in MN ($4M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.