401(k) · DOL Form 5500 · 2023

J.F. Brennan Company, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
283
Participants Below avg headcount
83rd
Percentile by assets National rank
$139,292
Avg per participant Near avg balance/head
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Official DOL plan name: Brennan Companies 401(k) and Profit Sharing Plan · Sponsored by J.F. Brennan Company, Inc. · Wisconsin · Construction

$39M in assets, 283 participants

J.F. Brennan Company, Inc.'s Brennan Companies 401(k) and Profit Sharing Plan reported $39M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,314 in Construction (9,030 peers)

Where Brennan Companies 401(k) and Profit Sharing Plan sits by assets

Brennan Companies 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $39M for 283 participants (~$139,292/participant), up 31.2% in 2023.

#7,314
in Construction (9,030 peers)
+31.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Brennan Companies 401(k) and Profit Sharing Plan's outsized position by total assets

Brennan Companies 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$39,419,654 Top 17% higher than 83% 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

Brennan Companies 401(k) and Profit Sharing 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. Brennan Companies 401(k) and Profit Sharing Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brennan Companies 401(k) and Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Brennan Companies 401(k) and Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Brennan Companies 401(k) and Profit Sharing Plan reported participants rose from 238 in the plan year 2022 filing to 283 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390962285 · J.F. Brennan Company, Inc. PY 2023 · 401(k)

Brennan Companies 401(k) and Profit Sharing Plan · $39M · 283 · 83rd

  • PHOTO $39M
  • IND 283
  • EOY 83rd
  • 5500 401(k)
  • ASSETS near Mericle 401(k) Profit Sharing Plan
  • PCT ind #7314

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 Construction retirement plans → · Plans in Wisconsin →

Brennan Companies 401(k) and Profit Sharing Plan in the asset neighbourhood

Brennan Companies 401(k) and Profit Sharing PlanBrennan Companies 401(k) and…$39MMericle 401(k) Profit Sharing PlanMericle 401(k) Profit Sharin…$39MViewsonic Corporation 401(k) Plan and TrustViewsonic Corporation 401(k)…$39MPrimary Care Partners, Inc. 401(k) Profit Sharing PlanPrimary Care Partners, Inc. …$39MMedical Associates of the Lehigh Valley PC Retirement & Savings PlanMedical Associates of the Le…$39M
End-of-year total assets ($M) among Brennan Companies 401(k) and 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)$30M
Net Assets (End of Year)$39M
Net Income$9M
Employer EIN390962285
Plan Effective Date1989-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (J.F. Brennan Company, Inc.)

Sponsor-wide plan assets over time

All J.F. Brennan Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 55.212536957276534% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.1M $46.6M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 238 $30M
2023 1 283 $39M
2024 1 322 $47M

Nearby 401(k) Plans in Wisconsin

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

Brennan Companies 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Brennan Companies 401(k) and Profit Sharing Plan, Total assets ($B): 0.039419654 · Participants: 283Brennan Companies 401(k) and Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Brennan Companies 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Brennan Companies 401(k) and Profit Sharing Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Mericle 401(k) Profit Sharing Plan in PA ($39M); by covered participants it is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Brennan Companies 401(k) and Profit Sharing Plan assets move in 2023? ▼
Brennan Companies 401(k) and Profit Sharing Plan surged - up 31.2% during 2023, from $30M to $39M. Reported net income was $9M.
How have J.F. Brennan Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.F. Brennan Company, Inc.'s sponsor-wide assets grew 55.2%, from $30M to $47M.
Where does Brennan Companies 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Brennan Companies 401(k) and Profit Sharing Plan ranks in the 83rd 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 Brennan Companies 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mericle 401(k) Profit Sharing Plan in PA ($39M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Brennan Companies 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 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 390962285.

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.