Profit Sharing · DOL Form 5500 · 2023
Brennan Jacobs, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $648K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $215,874
- Avg per participant Above avg balance/head
Official DOL plan name: Brennan Jacobs, Inc. Profit Sharing Plan · Sponsored by Brennan Jacobs, Inc. · Tennessee · Other Services
$648K in assets, 3 participants
Brennan Jacobs, Inc.'s Brennan Jacobs, Inc. Profit Sharing Plan reported $648K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,332 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Brennan Jacobs, Inc. Profit Sharing Plan ranks #3,332 of 7,857 2023 filers by assets (3099% of the sector average)-$648K for 3 participants.
- #3,332
- in Other Services (7,857 peers)
- -24.7%
- assets change YoY
The plan reported a net loss of $212K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brennan Jacobs, Inc. Profit Sharing Plan among the smaller filed plans by assets
Brennan Jacobs, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$647,622 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Brennan Jacobs, Inc. Profit Sharing 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. Brennan Jacobs, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brennan Jacobs, Inc. Profit Sharing Plan reported net income fell from $200K in the plan year 2022 filing to -$212K in the plan year 2023 filing.
- Brennan Jacobs, Inc. Profit Sharing Plan end-of-year assets fell from $860K in the plan year 2022 filing to $648K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 273017932 · Brennan Jacobs, Inc. PY 2023 · Profit Sharing
Brennan Jacobs, Inc. Profit Sharing Plan · $648K · 3 · 20th
- NET $648K
- BOOK 3
- VS-ST 20th
- BOY Profit Sharing
- SCH near Nebraskaland, Inc. Profit Sharing Plan I
- EBSA ind #3332
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 Other Services retirement plans → · Plans in Tennessee →
Brennan Jacobs, Inc. Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $860K |
|---|---|
| Net Assets (End of Year) | $648K |
| Net Income | -$212K |
| Employer EIN | 273017932 |
| Plan Effective Date | 2010-07-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brennan Jacobs, Inc.)
Sponsor-wide plan assets over time
All Brennan Jacobs, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 25.12457114137763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $860K |
| 2023 | 1 | 3 | $648K |
| 2024 | 1 | 3 | $1M |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $478M · 5,420
- Shreveport Electrical Industry Profit Sharing Plan $88M · 494
- New Orleans Electrical Annuity Plan $77M · 1,475
- Ulps Employee Savings Plan $67M · 237
- Gerber/Taylor Capital Advisors Profit Sharing Plan $46M · 40
Brennan Jacobs, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Nebraskaland, Inc. Profit Sharing Plan I in NY ($648K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($648K here).
- Nebraskaland, Inc. Profit Sharing Plan I (NY) $648K · 66
- Duross Painting Company Profit Sharing Trust (MI) $647K · 3
- Mb Healthcare Inc. Retirement Plan (PA) $648K · 8
- C.D. Parry, Inc. Profit Sharing Plan (NY) $648K · 3
Similar participant headcount
Nearest other-state filings by covered participants (3 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.