401(k) · DOL Form 5500 · 2023
Jeff Brabham Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $485K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $161,682
- Avg per participant Above avg balance/head
Official DOL plan name: Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Jeff Brabham Agency, Inc. · Texas · Finance & Insurance
$485K in assets, 3 participants
Jeff Brabham Agency, Inc.'s Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan reported $485K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #959 in Finance & Insurance (8,869 peers)
Jeff Brabham Agency, Inc. multi-year trail
Jeff Brabham Agency, Inc.'s plans moved -16.8% in assets from 2022 to 2024; this filing shows Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan at $485K / 3 participants.
- #959
- in Finance & Insurance (8,869 peers)
- +9.1%
- assets growth YoY
Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$485,047 18th percentile higher than 18% 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
Jeff Brabham Agency, Inc. 401(k) 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. Jeff Brabham Agency, Inc. 401(k) 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
- Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan reported net income rose from -$17K in the plan year 2022 filing to $41K in the plan year 2023 filing.
- Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $445K in the plan year 2022 filing to $485K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 451451469 · Jeff Brabham Agency, Inc. PY 2023 · 401(k)
Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan · $485K · 3 · 18th
- BOOK $485K
- VS-ST 3
- BOY 18th
- SCH 401(k)
- EBSA near Pepperkat Inc. 401(k) Plan
- PART ind #959
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 →
Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Jeff Brabham Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jeff Brabham Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $370K 16.829094901283227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $445K |
| 2023 | 1 | 3 | $485K |
| 2024 | 1 | 3 | $370K |
Jeff Brabham Agency, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $445K |
|---|---|
| Net Assets (End of Year) | $485K |
| Net Income | $41K |
| Employer EIN | 451451469 |
| Plan Effective Date | 2011-04-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Pepperkat Inc. 401(k) Plan in GA ($485K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($485K here).
- Pepperkat Inc. 401(k) Plan (GA) $485K · 14
- Layer One Capital Corp 401(k) Plan (CT) $485K · N/A
- Advanced System Consultants 401(k) Trust (FL) $485K · 1
- Dreamworks Healthcare Corporation 401(k) Plan (CA) $485K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- P&j Holdings, Inc. 401(k) Profit Sharing Plan (MN) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.