401(k) · DOL Form 5500 · 2023

Brock & Scott PLLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
490
Participants Below avg headcount
62nd
Percentile by assets National rank
$24,151
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust · Sponsored by Brock & Scott PLLC · North Carolina · Professional & Technical Services

$12M in assets, 490 participants

Brock & Scott PLLC's Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 490 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,450 in Professional & Technical Services (20,321 peers)

Brock & Scott PLLC multi-year trail

Brock & Scott PLLC's plans moved +101.2% in assets from 2022 to 2024; this filing shows Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust at $12M / 490 participants.

#12,450
in Professional & Technical Services (20,321 peers)
+54.2%
assets growth YoY

Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$11,833,769 Top 38% higher than 62% 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

Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust 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. Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (490 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$40K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust reported participants rose from 404 in the plan year 2022 filing to 490 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 562107459 · Brock & Scott PLLC PY 2023 · 401(k)

Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust · $12M · 490 · 62nd

  • SCH $12M
  • SCH 490
  • SCH 62nd
  • SCH 401(k)
  • SCH near Ada West Dermatology 401(k) Profit Sharing Plan
  • SCH ind #12450

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 North Carolina →

Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mississippi Blood Services, Inc. 401(k) PlanMississippi Blood Services, …$12MBrock & Scott PLLC 401(k) Profit Sharing Plan & TrustBrock & Scott PLLC 401(k) Pr…$12MAda West Dermatology 401(k) Profit Sharing PlanAda West Dermatology 401(k) …$12MMeade Holdings 401(k) Plan$12MWashington Radiologists Medical Group, Inc. Profit Sharing 401(k) PlanWashington Radiologists Medi…$12M
End-of-year total assets ($M) among Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brock & Scott PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Brock & Scott PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 101.22830996261109% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.67M $15.4M ▲ +101.3%
Year Plans Participants Total Assets
2022 1 404 $8M
2023 1 490 $12M
2024 1 542 $15M

Brock & Scott PLLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN562107459
Plan Effective Date2003-01-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.011833769 · Participants: 490Brock & Scott PLLC 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ada West Dermatology 401(k) Profit Sharing Plan in ID ($12M); by covered participants it is Metagenics LLC 401(k) Retirement Plan in CA (490 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (490 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 Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust surged - up 54.2% during 2023, from $8M to $12M. Reported net income was $4M.
How have Brock & Scott PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brock & Scott PLLC's sponsor-wide assets grew 101.2%, from $8M to $15M.
Which 401(k) plans are similar in size to Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ada West Dermatology 401(k) Profit Sharing Plan in ID ($12M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Metagenics LLC 401(k) Retirement Plan in CA (490 participants, $50M 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 562107459.

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.