401(k) · DOL Form 5500 · 2023

Kelvin Brown and Associates, Inc 401(k) Plan

Data updated 2026-08-25

$838K
Total assets Small plan by assets: 5
Participants Small participant base: 22nd
Percentile by assets National rank: $167,538
Avg per participant Above avg balance/head

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Official DOL plan name: Kelvin Brown and Associates · Sponsored by Kelvin Brown and Associates, Inc · California · Professional & Technical Services

$838K in assets, 5 participants

Kelvin Brown and Associates, Inc's Kelvin Brown and Associates reported $838K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#3,501 in Professional & Technical Services (20,321 peers)

Kelvin Brown and Associates, Inc multi-year trail

Kelvin Brown and Associates, Inc's plans moved +13.9% in assets from 2022 to 2024; this filing shows Kelvin Brown and Associates at $838K / 5 participants.

#3,501
in Professional & Technical Services (20,321 peers): +0.0%
assets growth YoY

Kelvin Brown and Associates among the smaller filed plans by assets

Kelvin Brown and Associates vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$837,690 22nd percentile higher than 22% 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

Kelvin Brown and Associates among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelvin Brown and Associates is a micro filing (5 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kelvin Brown and Associates reported net income rose from -$29K in the plan year 2022 filing to $414 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680319347 · Kelvin Brown and Associates, Inc PY 2023 · 401(k)

Kelvin Brown and Associates · $838K · 5 · 22nd

TYPE $838K
TYPE 5
TYPE 22nd
TYPE 401(k)
TYPE near Siceamp Inc 401(k) Plan
TYPE ind #3501

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 California →

End-of-year total assets ($M) among Kelvin Brown and Associates and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kelvin Brown and Associates, Inc multi-year asset trail

Latest sponsor-wide plan assets: $954K 13.912258323420234% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$837K
2023	1	5	$838K
2024	1	5	$954K

Kelvin Brown and Associates, Inc filing trail (2023)

Total Assets (Beginning of Year)	$837K
Net Assets (End of Year)	$838K
Net Income	$414
Employer EIN	680319347
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Kelvin Brown and Associates vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Kelvin Brown and Associates side-by-side with 3 peers →

Kelvin Brown and Associates's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Siceamp Inc 401(k) Plan in MA ($838K); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($838K here).

Siceamp Inc 401(k) Plan (MA) $838K · 2
Apple Hill Podiatry Associates Retirement Savings Plan (PA) $838K · 5
Pools Rule Inc. 401(k) Plan (FL) $837K · 9
Ajj Enterprises, Inc. Profit Sharing Plan (TN) $837K · 14

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
Designworks Creative 401(k) Plan (ID) 5 · 0 off

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 Kelvin Brown and Associates assets move in 2023? ▼

Kelvin Brown and Associates held essentially flat - up 0.0% during 2023, from $837K to $838K. Reported net income was $414.

How have Kelvin Brown and Associates, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kelvin Brown and Associates, Inc's sponsor-wide assets grew 13.9%, from $837K to $954K.

Where does Kelvin Brown and Associates rank by assets among Form 5500 filers? ▼

Kelvin Brown and Associates ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Kelvin Brown and Associates? ▼

Among 401(k) plans in other states, the closest by assets is Siceamp Inc 401(k) Plan in MA ($838K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Kelvin Brown and Associates? ▼

Among 401(k) plans in other states, the closest by covered participants is Larrann, Inc. 401(k) Plan in FL (5 participants, $588K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680319347.