401(k) · DOL Form 5500 · 2023

Brundage Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
660
Participants Below avg headcount
70th
Percentile by assets National rank
$25,720
Avg per participant Low balance/head
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Official DOL plan name: Brundage Management Co. 401(k) Savings Plan · Sponsored by Brundage Management Company, Inc. · Texas · Professional & Technical Services

$17M in assets, 660 participants

Brundage Management Company, Inc.'s Brundage Management Co. 401(k) Savings Plan reported $17M in total assets and 660 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,032 in Professional & Technical Services (20,321 peers)

Brundage Management Company, Inc. multi-year trail

Brundage Management Company, Inc.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Brundage Management Co. 401(k) Savings Plan at $17M / 660 participants.

#14,032
in Professional & Technical Services (20,321 peers)
+5.1%
assets growth YoY

Brundage Management Co. 401(k) Savings Plan's outsized position by total assets

Brundage Management Co. 401(k) Savings Plan vs every filed plan by assets

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

$16,975,178 Top 30% higher than 70% 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

Brundage Management Co. 401(k) Savings 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. Brundage Management Co. 401(k) Savings Plan sits mid-pack in the medium band (660 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brundage Management Co. 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $825K in the plan year 2023 filing.
  • Brundage Management Co. 401(k) Savings Plan reported participants rose from 626 in the plan year 2022 filing to 660 in the plan year 2023 filing.
  • Brundage Management Co. 401(k) Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742679466 · Brundage Management Company, Inc. PY 2023 · 401(k)

Brundage Management Co. 401(k) Savings Plan · $17M · 660 · 70th

  • TYPE $17M
  • TYPE 660
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near Jana Partners Management, LP
  • TYPE ind #14032

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 →

Brundage Management Co. 401(k) Savings Plan in the asset neighbourhood

Brundage Management Co. 401(k) Savings PlanBrundage Management Co. 401(…$17MJm Test Systems, LLC 401(k) PlanJm Test Systems, LLC 401(k) …$17MJana Partners Management, LP$17MPleasant Travel Service Salary Savings PlanPleasant Travel Service Sala…$17MRiverside Metro Auto Group 401(k) PlanRiverside Metro Auto Group 4…$17M
End-of-year total assets ($M) among Brundage Management Co. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brundage Management Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Brundage Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 19.753774179211145% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.2M $19.3M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 626 $16M
2023 1 660 $17M
2024 1 681 $19M

Brundage Management Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$825K
Employer EIN742679466
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Brundage Management Co. 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Brundage Management Co. 401(k) Savings Plan, Total assets ($B): 0.016975178 · Participants: 660Brundage Management Co. 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Brundage Management Co. 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Brundage Management Co. 401(k) Savings Plan side-by-side with 3 peers →

Brundage Management Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Jana Partners Management, LP in NY ($17M); by covered participants it is Bryan Hospital Kearney D. B. a. Kearney Regional Medical Center Retirement Plan in NE (660 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (660 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 Brundage Management Co. 401(k) Savings Plan assets move in 2023? ▼
Brundage Management Co. 401(k) Savings Plan grew at a solid clip - up 5.1% during 2023, from $16M to $17M. Reported net income was $825K.
How have Brundage Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brundage Management Company, Inc.'s sponsor-wide assets grew 19.8%, from $16M to $19M.
Which 401(k) plans are similar in size to Brundage Management Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jana Partners Management, LP in NY ($17M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Brundage Management Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Hospital Kearney D. B. a. Kearney Regional Medical Center Retirement Plan in NE (660 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 742679466.

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.