Profit Sharing · DOL Form 5500 · 2023

Brown & O'malley Co. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
39th
Percentile by assets National rank
$918,952
Avg per participant High balance/head
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Official DOL plan name: Brown & O'malley Company Profit Sharing Plan · Sponsored by Brown & O'malley Co. · Ohio · Wholesale Trade

$4M in assets, 4 participants

Brown & O'malley Co.'s Brown & O'malley Company Profit Sharing Plan reported $4M in total assets and 4 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.

  • #1,766 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Brown & O'malley Company Profit Sharing Plan holds $4M for 4 participants - about $918,952 per participant, in the lower half of filed plans by assets.

#1,766
in Wholesale Trade (6,309 peers)
+7.6%
assets growth YoY

Brown & O'malley Company Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Brown & O'malley Company Profit Sharing Plan vs every filed plan by assets

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

$3,675,809 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 & O'malley Company 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. Brown & O'malley Company Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown & O'malley Company Profit Sharing Plan reported net income rose from -$521K in the plan year 2022 filing to $261K in the plan year 2023 filing.
  • Brown & O'malley Company Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Brown & O'malley Company Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341045575 · Brown & O'malley Co. PY 2023 · Profit Sharing

Brown & O'malley Company Profit Sharing Plan · $4M · 4 · 39th

  • ASSETS $4M
  • ASSETS 4
  • ASSETS 39th
  • ASSETS Profit Sharing
  • ASSETS near American Savings Life Insurance Company Profit Sharing Plan
  • ASSETS ind #1766

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 Wholesale Trade retirement plans → · Plans in Ohio →

Brown & O'malley Company Profit Sharing Plan in the asset neighbourhood

Brown & O'malley Company Profit Sharing PlanBrown & O'malley Company Pro…$4MAmerican Savings Life Insurance Company Profit Sharing PlanAmerican Savings Life Insura…$4MThe Aspen Surgical Puerto Rico Corp. 1165(e) Savings PlanThe Aspen Surgical Puerto Ri…$4MInternational Restaurant Services, Inc. Retirement PlanInternational Restaurant Ser…$4MMhr & Associates, Inc. Profit Sharing PlanMhr & Associates, Inc. Profi…$4M
End-of-year total assets ($M) among Brown & O'malley Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$261K
Employer EIN341045575
Plan Effective Date1973-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown & O'malley Co.)

Sponsor-wide plan assets over time

All Brown & O'malley Co. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 6.362497035217227% vs 2022
2024 filing year
$3.3M$3.4M$3.5M$3.6M$3.7M$3.8M 202220232024 $3.42M $3.63M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 4 $4M
2024 1 4 $4M

Nearby Profit Sharing Plans in Ohio

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

Brown & O'malley Company Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Brown & O'malley Company Profit Sharing Plan, Total assets ($B): 0.003675809 · Participants: 4Brown & O'malley Company Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Brown & O'malley Company Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Brown & O'malley Company Profit Sharing Plan side-by-side with 3 peers →

Brown & O'malley Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is American Savings Life Insurance Company Profit Sharing Plan in AZ ($4M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 & O'malley Company Profit Sharing Plan assets move in 2023? ▼
Brown & O'malley Company Profit Sharing Plan grew at a solid clip - up 7.6% during 2023, from $3M to $4M. Reported net income was $261K.
How have Brown & O'malley Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown & O'malley Co.'s sponsor-wide assets grew 6.4%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Brown & O'malley Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is American Savings Life Insurance Company Profit Sharing Plan in AZ ($4M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Brown & O'malley Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 341045575.

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.