Profit Sharing · DOL Form 5500 · 2023

Bradley and Sons, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
26
Participants Small participant base
25th
Percentile by assets National rank
$45,113
Avg per participant Low balance/head
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Official DOL plan name: Bradley and Sons, Inc. Profit Sharing Plan · Sponsored by Bradley and Sons, Inc. · California · Construction

$1M in assets, 26 participants

Bradley and Sons, Inc.'s Bradley and Sons, Inc. Profit Sharing Plan reported $1M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,079 in Construction (9,030 peers)

What the 2023 filing shows

Bradley and Sons, Inc. Profit Sharing Plan holds $1M for 26 participants - about $45,113 per participant, in the lower half of filed plans by assets.

#2,079
in Construction (9,030 peers)
-5.0%
assets change YoY

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bradley and Sons, Inc. Profit Sharing Plan among the smaller filed plans by assets

Bradley and Sons, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,172,943 25th percentile higher than 25% 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

Bradley and Sons, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bradley and Sons, Inc. Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bradley and Sons, Inc. Profit Sharing Plan reported net income rose from -$150K in the plan year 2022 filing to -$61K in the plan year 2023 filing.
  • Bradley and Sons, Inc. Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bradley and Sons, Inc. Profit Sharing Plan reported participants fell from 27 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200450729 · Bradley and Sons, Inc. PY 2023 · Profit Sharing

Bradley and Sons, Inc. Profit Sharing Plan · $1M · 26 · 25th

  • 5500 $1M
  • 5500 26
  • 5500 25th
  • 5500 Profit Sharing
  • 5500 near Csv Pools and Spas, Inc. Retirement Plan
  • 5500 ind #2079

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 Construction retirement plans → · Plans in California →

Bradley and Sons, Inc. Profit Sharing Plan in the asset neighbourhood

Bradley and Sons, Inc. Profit Sharing PlanBradley and Sons, Inc. Profi…$1MCsv Pools and Spas, Inc. Retirement PlanCsv Pools and Spas, Inc. Ret…$1MDavid Walsh Associates Profit Sharing PlanDavid Walsh Associates Profi…$1MAdams Liquor Corporation Profit Sharing PlanAdams Liquor Corporation Pro…$1MValley Pathology LLC Money Purchase Pension & TrustValley Pathology LLC Money P…$1M
End-of-year total assets ($M) among Bradley and Sons, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$61K
Employer EIN200450729
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradley and Sons, Inc.)

Sponsor-wide plan assets over time

All Bradley and Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.39695182759914% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M 202220232024 $1.23M $1.35M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 27 $1M
2023 1 26 $1M
2024 1 28 $1M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bradley and Sons, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Bradley and Sons, Inc. Profit Sharing Plan, Total assets ($B): 0.001172943 · Participants: 26Bradley and Sons, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Bradley and Sons, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Bradley and Sons, Inc. Profit Sharing Plan side-by-side with 3 peers →

Bradley and Sons, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Csv Pools and Spas, Inc. Retirement Plan in FL ($1M); by covered participants it is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Bradley and Sons, Inc. Profit Sharing Plan assets move in 2023? ▼
Bradley and Sons, Inc. Profit Sharing Plan edged down modestly - down 5.0% during 2023, from $1M to $1M. Reported net income was -$61K.
How have Bradley and Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradley and Sons, Inc.'s sponsor-wide assets grew 9.4%, from $1M to $1M.
Where does Bradley and Sons, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bradley and Sons, Inc. Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Bradley and Sons, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Csv Pools and Spas, Inc. Retirement Plan in FL ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Bradley and Sons, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants, $2M 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 200450729.

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.