Defined Benefit (Pension) · DOL Form 5500 · 2023

Brown Baer Management, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
39th
Percentile by assets National rank
$522,114
Avg per participant High balance/head
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Official DOL plan name: Brown Baer Management, Inc. Cash Balance Plan · Sponsored by Brown Baer Management, Inc. · Florida · Real Estate

$4M in assets, 7 participants

Brown Baer Management, Inc.'s Brown Baer Management, Inc. Cash Balance Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,768 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Brown Baer Management, Inc. Cash Balance Plan ranks #2,768 of 4,727 2023 filers by assets (710% of the sector average)-$4M for 7 participants.

#2,768
in Real Estate (4,727 peers)
+21.5%
assets growth YoY

Brown Baer Management, Inc. Cash Balance Plan's mid-pack asset rank among Real Estate and all filers

Brown Baer Management, Inc. Cash Balance Plan vs every filed plan by assets

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

$3,654,797 39th percentile higher than 39% 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

Brown Baer Management, Inc. Cash Balance 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. Brown Baer Management, Inc. Cash Balance Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown Baer Management, Inc. Cash Balance Plan reported net income rose from $341K in the plan year 2022 filing to $646K in the plan year 2023 filing.
  • Brown Baer Management, Inc. Cash Balance Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Brown Baer Management, Inc. Cash Balance Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200679390 · Brown Baer Management, Inc. PY 2023 · Defined Benefit (Pension)

Brown Baer Management, Inc. Cash Balance Plan · $4M · 7 · 39th

  • EOY $4M
  • EOY 7
  • EOY 39th
  • EOY Defined Benefit (Pension)
  • EOY near Michael a. Littman, Atty., Defined Benefit Plan
  • EOY ind #2768

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 Real Estate retirement plans → · Plans in Florida →

Brown Baer Management, Inc. Cash Balance Plan in the asset neighbourhood

Paresh B. Kumar D.D.S. Defined Benefit Pension PlanParesh B. Kumar D.D.S. Defin…$4MAmelia Peabody Foundation Pension PlanAmelia Peabody Foundation Pe…$4MMichael a. Littman, Atty., Defined Benefit PlanMichael a. Littman, Atty., D…$4MBrown Baer Management, Inc. Cash Balance PlanBrown Baer Management, Inc. …$4MPension Plan of Centers for Youth and FamiliesPension Plan of Centers for …$4M
End-of-year total assets ($M) among Brown Baer Management, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$646K
Employer EIN200679390
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown Baer Management, Inc.)

Sponsor-wide plan assets over time

All Brown Baer Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.45319498762127% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.01M $4.26M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 7 $4M
2024 1 7 $4M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Brown Baer Management, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Brown Baer Management, Inc. Cash Balance Plan, Total assets ($B): 0.003654797 · Participants: 7Brown Baer Management, Inc. Cash Balance PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Brown Baer Management, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Brown Baer Management, Inc. Cash Balance Plan side-by-side with 3 peers →

Brown Baer Management, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Michael a. Littman, Atty., Defined Benefit Plan in CO ($4M); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Brown Baer Management, Inc. Cash Balance Plan assets move in 2023? ▼
Brown Baer Management, Inc. Cash Balance Plan grew sharply - up 21.5% during 2023, from $3M to $4M. Reported net income was $646K.
How have Brown Baer Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown Baer Management, Inc.'s sponsor-wide assets grew 41.5%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Brown Baer Management, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Michael a. Littman, Atty., Defined Benefit Plan in CO ($4M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brown Baer Management, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants, $3M 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 200679390.

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.