401(k) · DOL Form 5500 · 2023

Mcbrayer PLLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
94
Participants Small participant base
75th
Percentile by assets National rank
$239,913
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mcbrayer 401(k) Profit Sharing Plan · Sponsored by Mcbrayer PLLC · Kentucky · Professional & Technical Services

$23M in assets, 94 participants

Mcbrayer PLLC's Mcbrayer 401(k) Profit Sharing Plan reported $23M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,208 in Professional & Technical Services (20,321 peers)

Where Mcbrayer 401(k) Profit Sharing Plan sits by assets

Mcbrayer 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 94 participants (~$239,913/participant), up 42.9% in 2023.

#15,208
in Professional & Technical Services (20,321 peers)
+42.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Mcbrayer 401(k) Profit Sharing Plan's outsized position by total assets

Mcbrayer 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,551,854 Top 25% higher than 75% 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

Mcbrayer 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcbrayer 401(k) Profit Sharing Plan is a small filing (94 participants) on this national headcount ladder.

DOL schedule card

Filing strip 611050158 · Mcbrayer PLLC PY 2023 · 401(k)

Mcbrayer 401(k) Profit Sharing Plan · $23M · 94 · 75th

  • IND $23M
  • IND 94
  • IND 75th
  • IND 401(k)
  • IND near Brentwood Associates Private Equity Profit Sharing Plan
  • IND ind #15208

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 Kentucky →

Mcbrayer 401(k) Profit Sharing Plan in the asset neighbourhood

Mcbrayer 401(k) Profit Sharing PlanMcbrayer 401(k) Profit Shari…$23MBrentwood Associates Private Equity Profit Sharing PlanBrentwood Associates Private…$23MThe Binding Site, Inc. 401(k) Retirement Savings PlanThe Binding Site, Inc. 401(k…$23MBurgess Information Systems Inc. Employees Savings TrustBurgess Information Systems …$23MWicker Smith 401(k) Plan I$23M
End-of-year total assets ($M) among Mcbrayer 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$23M
Net Income$7M
Employer EIN611050158
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcbrayer PLLC)

Sponsor-wide plan assets over time

All Mcbrayer PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 18.07784406550344% vs 2023
2024 filing year
$22M$24M$26M$28M 20232024 $22.6M $26.6M ▲ +18.1%
Year Plans Participants Total Assets
2023 1 94 $23M
2024 1 108 $27M

Nearby 401(k) Plans in Kentucky

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

Mcbrayer 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Mcbrayer 401(k) Profit Sharing Plan, Total assets ($B): 0.022551854 · Participants: 94Mcbrayer 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Mcbrayer 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Mcbrayer 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Brentwood Associates Private Equity Profit Sharing Plan in CA ($23M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Mcbrayer 401(k) Profit Sharing Plan assets move in 2023?
Mcbrayer 401(k) Profit Sharing Plan surged - up 42.9% during 2023, from $16M to $23M. Reported net income was $7M.
How have Mcbrayer PLLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Mcbrayer PLLC's sponsor-wide assets grew 18.1%, from $23M to $27M.
Where does Mcbrayer 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Mcbrayer 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mcbrayer 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Brentwood Associates Private Equity Profit Sharing Plan in CA ($23M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Mcbrayer 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M in assets).