401(k) · DOL Form 5500 · 2023

James-Bates-Brannan-Groover LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
121
Participants Small participant base
60th
Percentile by assets National rank
$87,592
Avg per participant Below avg balance/head
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Official DOL plan name: James-Bates-Brannan-Groover LLP 401(k) Plan · Sponsored by James-Bates-Brannan-Groover LLP · Georgia · Professional & Technical Services

$11M in assets, 121 participants

James-Bates-Brannan-Groover LLP's James-Bates-Brannan-Groover LLP 401(k) Plan reported $11M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,912 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

James-Bates-Brannan-Groover LLP 401(k) Plan covers 121 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.

#11,912
in Professional & Technical Services (20,321 peers)
+26.5%
assets growth YoY

James-Bates-Brannan-Groover LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

James-Bates-Brannan-Groover LLP 401(k) Plan vs every filed plan by assets

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

$10,598,592 Top 40% higher than 60% 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

James-Bates-Brannan-Groover LLP 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James-Bates-Brannan-Groover LLP 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James-Bates-Brannan-Groover LLP 401(k) Plan reported net income rose from -$393K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • James-Bates-Brannan-Groover LLP 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • James-Bates-Brannan-Groover LLP 401(k) Plan reported participants rose from 109 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 582472336 · James-Bates-Brannan-Groover LLP PY 2023 · 401(k)

James-Bates-Brannan-Groover LLP 401(k) Plan · $11M · 121 · 60th

  • VS-ST $11M
  • VS-ST 121
  • VS-ST 60th
  • VS-ST 401(k)
  • VS-ST near Franklin Savings Bank 401(k) Savings Plan
  • VS-ST ind #11912

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 Georgia →

James-Bates-Brannan-Groover LLP 401(k) Plan in the asset neighbourhood

James-Bates-Brannan-Groover LLP 401(k) PlanJames-Bates-Brannan-Groover …$11MFranklin Savings Bank 401(k) Savings PlanFranklin Savings Bank 401(k)…$11MDaniel T. Weidenthal, M.D., Inc. Profit Sharing PlanDaniel T. Weidenthal, M.D., …$11MCapital Management Company Employee Profit Sharing PlanCapital Management Company E…$11MAviation and Missile Solutions 401(k) PlanAviation and Missile Solutio…$11M
End-of-year total assets ($M) among James-Bates-Brannan-Groover LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN582472336
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James-Bates-Brannan-Groover LLP)

Sponsor-wide plan assets over time

All James-Bates-Brannan-Groover LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 51.898579639502586% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.38M $12.7M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 109 $8M
2023 1 121 $11M
2024 1 119 $13M

Nearby 401(k) Plans in Georgia

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

James-Bates-Brannan-Groover LLP 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants James-Bates-Brannan-Groover LLP 401(k) Plan, Total assets ($B): 0.010598592 · Participants: 121James-Bates-Brannan-Groover LLP 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
James-Bates-Brannan-Groover LLP 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare James-Bates-Brannan-Groover LLP 401(k) Plan side-by-side with 3 peers →

James-Bates-Brannan-Groover LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Franklin Savings Bank 401(k) Savings Plan in NH ($11M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 James-Bates-Brannan-Groover LLP 401(k) Plan assets move in 2023? ▼
James-Bates-Brannan-Groover LLP 401(k) Plan grew sharply - up 26.5% during 2023, from $8M to $11M. Reported net income was $2M.
How have James-Bates-Brannan-Groover LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James-Bates-Brannan-Groover LLP's sponsor-wide assets grew 51.9%, from $8M to $13M.
Which 401(k) plans are similar in size to James-Bates-Brannan-Groover LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Savings Bank 401(k) Savings Plan in NH ($11M, 119 participants).
Which 401(k) plans cover a similar participant headcount to James-Bates-Brannan-Groover LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 582472336.

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.