401(k) · DOL Form 5500 · 2023

Brotschul Potts, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
33rd
Percentile by assets National rank
$187,133
Avg per participant Above avg balance/head
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Official DOL plan name: Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Brotschul Potts, LLC · Illinois · Professional & Technical Services

$2M in assets, 13 participants

Brotschul Potts, LLC's Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,934 in Professional & Technical Services (20,321 peers)

Brotschul Potts, LLC multi-year trail

Brotschul Potts, LLC's plans moved +50.3% in assets from 2022 to 2024; this filing shows Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust at $2M / 13 participants.

#5,934
in Professional & Technical Services (20,321 peers)
+17.4%
assets growth YoY

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,432,724 33rd percentile higher than 33% 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

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$149K in the plan year 2022 filing to $360K in the plan year 2023 filing.
  • Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 12 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208044013 · Brotschul Potts, LLC PY 2023 · 401(k)

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust · $2M · 13 · 33rd

  • TYPE $2M
  • TYPE 13
  • TYPE 33rd
  • TYPE 401(k)
  • TYPE near Lin Pictures, Inc. Retirement Plan
  • TYPE ind #5934

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 Illinois →

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Brotschul Potts, LLC 401(k) Profit Sharing Plan & TrustBrotschul Potts, LLC 401(k) …$2MLin Pictures, Inc. Retirement PlanLin Pictures, Inc. Retiremen…$2MTt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) PlanTt of Lake Norman, LLC Dba L…$2MRoco Management 401(k) Plan$2MBright Eyes Employees 401(k) Profit Sharing Plan and TrustBright Eyes Employees 401(k)…$2M
End-of-year total assets ($M) among Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brotschul Potts, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Brotschul Potts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 50.31023146258454% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.07M $3.12M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 13 $2M
2024 1 14 $3M

Brotschul Potts, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$360K
Employer EIN208044013
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002432724 · Participants: 13Brotschul Potts, LLC 401(k) Profit Sharing Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Lin Pictures, Inc. Retirement Plan in CA ($2M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 17.4% during 2023, from $2M to $2M. Reported net income was $360K.
How have Brotschul Potts, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brotschul Potts, LLC's sponsor-wide assets grew 50.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lin Pictures, Inc. Retirement Plan in CA ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 208044013.

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.