401(k) · DOL Form 5500 · 2023

J.B. Brown & Sons 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
13
Participants Small participant base
39th
Percentile by assets National rank
$278,352
Avg per participant High balance/head
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Official DOL plan name: J.B. Brown & Sons Profit Sharing Plan and Trust · Sponsored by J.B. Brown & Sons · Maine · Real Estate

$4M in assets, 13 participants

J.B. Brown & Sons's J.B. Brown & Sons Profit Sharing Plan and Trust reported $4M in total assets and 13 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.

  • #2,757 in Real Estate (4,727 peers)

J.B. Brown & Sons multi-year trail

J.B. Brown & Sons's plans moved +59.5% in assets from 2022 to 2024; this filing shows J.B. Brown & Sons Profit Sharing Plan and Trust at $4M / 13 participants.

#2,757
in Real Estate (4,727 peers)
+29.2%
assets growth YoY

J.B. Brown & Sons Profit Sharing Plan and Trust's mid-pack asset rank among Real Estate and all filers

J.B. Brown & Sons Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,618,582 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

J.B. Brown & Sons Profit Sharing Plan and 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. J.B. Brown & Sons Profit Sharing Plan and 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

  • J.B. Brown & Sons Profit Sharing Plan and Trust reported net income rose from -$261K in the plan year 2022 filing to $818K in the plan year 2023 filing.
  • J.B. Brown & Sons Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • J.B. Brown & Sons Profit Sharing Plan and 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 →

DOL schedule card

Filing strip 010036030 · J.B. Brown & Sons PY 2023 · 401(k)

J.B. Brown & Sons Profit Sharing Plan and Trust · $4M · 13 · 39th

  • PCT $4M
  • EIN 13
  • RANK 39th
  • PHOTO 401(k)
  • IND near Work, Community, Independence, Inc. 401(k) Ps Plan and Trust
  • EOY ind #2757

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 Maine →

J.B. Brown & Sons Profit Sharing Plan and Trust in the asset neighbourhood

J.B. Brown & Sons Profit Sharing Plan and TrustJ.B. Brown & Sons Profit Sha…$4MWork, Community, Independence, Inc. 401(k) Ps Plan and TrustWork, Community, Independenc…$4MInvestment Consulting Services Pooled Employer PlanInvestment Consulting Servic…$4MVocational Development Group, LLC 401(k) Profit Sharing Plan and TrustVocational Development Group…$4MPts Expeditionary Communications 401(k) PlanPts Expeditionary Communicat…$4M
End-of-year total assets ($M) among J.B. Brown & Sons Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J.B. Brown & Sons multi-year asset trail

Sponsor-wide plan assets over time

All J.B. Brown & Sons plans reported in each filing year

Latest sponsor-wide plan assets
$4M 59.48630906233405% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.8M $4.47M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 13 $4M
2024 1 14 $4M

J.B. Brown & Sons filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$818K
Employer EIN010036030
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

J.B. Brown & Sons Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants J.B. Brown & Sons Profit Sharing Plan and Trust, Total assets ($B): 0.003618582 · Participants: 13J.B. Brown & Sons Profit Sharing Plan and TrustTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
J.B. Brown & Sons Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maine, assets vs. participants
Compare J.B. Brown & Sons Profit Sharing Plan and Trust side-by-side with 3 peers →

J.B. Brown & Sons Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Work, Community, Independence, Inc. 401(k) Ps Plan and Trust in MA ($4M); 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 J.B. Brown & Sons Profit Sharing Plan and Trust assets move in 2023? ▼
J.B. Brown & Sons Profit Sharing Plan and Trust grew sharply - up 29.2% during 2023, from $3M to $4M. Reported net income was $818K.
How have J.B. Brown & Sons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.B. Brown & Sons's sponsor-wide assets grew 59.5%, from $3M to $4M.
Which 401(k) plans are similar in size to J.B. Brown & Sons Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Work, Community, Independence, Inc. 401(k) Ps Plan and Trust in MA ($4M, 315 participants).
Which 401(k) plans cover a similar participant headcount to J.B. Brown & Sons Profit Sharing Plan and 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 010036030.

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.