401(k) · DOL Form 5500 · 2023

Brandon Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
16
Participants Small participant base
46th
Percentile by assets National rank
$344,950
Avg per participant High balance/head
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Official DOL plan name: Brandon Associates, Inc. 401(k) Plan · Sponsored by Brandon Associates, Inc. · Pennsylvania · Wholesale Trade

$6M in assets, 16 participants

Brandon Associates, Inc.'s Brandon Associates, Inc. 401(k) Plan reported $6M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,245 in Wholesale Trade (6,309 peers)

Brandon Associates, Inc. multi-year trail

Brandon Associates, Inc.'s plans moved +44.7% in assets from 2022 to 2024; this filing shows Brandon Associates, Inc. 401(k) Plan at $6M / 16 participants.

#2,245
in Wholesale Trade (6,309 peers)
+22.4%
assets growth YoY

Brandon Associates, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Brandon Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$5,519,194 46th percentile higher than 46% 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

Brandon Associates, Inc. 401(k) 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. Brandon Associates, Inc. 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brandon Associates, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Brandon Associates, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232804583 · Brandon Associates, Inc. PY 2023 · 401(k)

Brandon Associates, Inc. 401(k) Plan · $6M · 16 · 46th

  • RANK $6M
  • RANK 16
  • RANK 46th
  • RANK 401(k)
  • RANK near Professional Product Research Co., Inc. 401(k) Profit Sharing Plan and Trust
  • RANK ind #2245

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Brandon Associates, Inc. 401(k) Plan in the asset neighbourhood

Brandon Associates, Inc. 401(k) PlanBrandon Associates, Inc. 401…$6MProfessional Product Research Co., Inc. 401(k) Profit Sharing Plan and TrustProfessional Product Researc…$6MQuality Companies 401(k) Plan$6MHartlage Management Company Retirement Savings PlanHartlage Management Company …$6MRausch Sturm LLP 401(k) Plan$6M
End-of-year total assets ($M) among Brandon Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brandon Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Brandon Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 44.70416038223261% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.51M $6.52M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 16 $5M
2023 1 16 $6M
2024 1 15 $7M

Brandon Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN232804583
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Brandon Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Brandon Associates, Inc. 401(k) Plan, Total assets ($B): 0.005519194 · Participants: 16Brandon Associates, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Brandon Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Brandon Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Brandon Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Professional Product Research Co., Inc. 401(k) Profit Sharing Plan and Trust in NJ ($6M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Brandon Associates, Inc. 401(k) Plan assets move in 2023? ▼
Brandon Associates, Inc. 401(k) Plan grew sharply - up 22.4% during 2023, from $5M to $6M. Reported net income was $1M.
How have Brandon Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brandon Associates, Inc.'s sponsor-wide assets grew 44.7%, from $5M to $7M.
Which 401(k) plans are similar in size to Brandon Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Professional Product Research Co., Inc. 401(k) Profit Sharing Plan and Trust in NJ ($6M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Brandon Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M 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 232804583.

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.