Profit Sharing · DOL Form 5500 · 2023

Terry O Brown, Pe Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$873,360
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Terry O. Brown P.E. Pension Plan · Sponsored by Terry O Brown, Pe · Texas · Professional & Technical Services

$2M in assets, 2 participants

Terry O Brown, Pe's Terry O. Brown P.E. Pension Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,995 in Professional & Technical Services (20,321 peers)

Terry O Brown, Pe multi-year trail

Terry O Brown, Pe's plans moved +22.0% in assets from 2022 to 2024; this filing shows Terry O. Brown P.E. Pension Plan at $2M / 2 participants.

#4,995
in Professional & Technical Services (20,321 peers)
+14.6%
assets growth YoY

Terry O. Brown P.E. Pension Plan among the smaller filed plans by assets

Terry O. Brown P.E. Pension Plan vs every filed plan by assets

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

$1,746,720 29th percentile higher than 29% 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

Terry O. Brown P.E. Pension 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. Terry O. Brown P.E. Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terry O. Brown P.E. Pension Plan reported net income rose from -$221K in the plan year 2022 filing to $223K in the plan year 2023 filing.
  • Terry O. Brown P.E. Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742868918 · Terry O Brown, Pe PY 2023 · Profit Sharing

Terry O. Brown P.E. Pension Plan · $2M · 2 · 29th

  • 5500 $2M
  • 5500 2
  • 5500 29th
  • 5500 Profit Sharing
  • 5500 near Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan
  • 5500 ind #4995

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 Texas →

Terry O. Brown P.E. Pension Plan in the asset neighbourhood

Terry O. Brown P.E. Pension PlanTerry O. Brown P.E. Pension …$2MJose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement PlanJose Raul Montes Eyes & Faci…$2MStruve and Laporte Funeral Home Profit Sharing PlanStruve and Laporte Funeral H…$2MSeattle Humane Society 403(b) Retirement PlanSeattle Humane Society 403(b…$2MRucker's Right, Inc. Profit Sharing PlanRucker's Right, Inc. Profit …$2M
End-of-year total assets ($M) among Terry O. Brown P.E. Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Terry O Brown, Pe multi-year asset trail

Sponsor-wide plan assets over time

All Terry O Brown, Pe plans reported in each filing year

Latest sponsor-wide plan assets
$2M 22.029980896906952% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.52M $1.86M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Terry O Brown, Pe filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$223K
Employer EIN742868918
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Terry O. Brown P.E. Pension Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Terry O. Brown P.E. Pension Plan, Total assets ($B): 0.00174672 · Participants: 2Terry O. Brown P.E. Pension PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Terry O. Brown P.E. Pension Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Terry O. Brown P.E. Pension Plan side-by-side with 3 peers →

Terry O. Brown P.E. Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan in PR ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Terry O. Brown P.E. Pension Plan assets move in 2023? ▼
Terry O. Brown P.E. Pension Plan grew at a solid clip - up 14.6% during 2023, from $2M to $2M. Reported net income was $223K.
How have Terry O Brown, Pe plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terry O Brown, Pe's sponsor-wide assets grew 22.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Terry O. Brown P.E. Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan in PR ($2M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Terry O. Brown P.E. Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 742868918.

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.