401(k) · DOL Form 5500 · 2023

Pearland Brokerage Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
37
Participants Small participant base
53rd
Percentile by assets National rank
$209,326
Avg per participant Above avg balance/head
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Official DOL plan name: Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Pearland Brokerage Inc. · New York · Finance & Insurance

$8M in assets, 37 participants

Pearland Brokerage Inc.'s Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,386 in Finance & Insurance (8,869 peers)

Pearland Brokerage Inc. multi-year trail

Pearland Brokerage Inc.'s plans moved +19.1% in assets from 2022 to 2024; this filing shows Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust at $8M / 37 participants.

#3,386
in Finance & Insurance (8,869 peers)
+16.5%
assets growth YoY

Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,745,047 Top 47% higher than 53% 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

Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$896K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 38 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 132633235 · Pearland Brokerage Inc. PY 2023 · 401(k)

Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust · $8M · 37 · 53rd

  • IND $8M
  • EOY 37
  • 5500 53rd
  • ASSETS 401(k)
  • PCT near Lakeview Health Holdings, Inc 401(k) Plan
  • EIN ind #3386

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 Finance & Insurance retirement plans → · Plans in New York →

Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Pearland Brokerage Inc. 401(k) Profit Sharing Plan and TrustPearland Brokerage Inc. 401(…$8MLakeview Health Holdings, Inc 401(k) PlanLakeview Health Holdings, In…$8MDigital Room LLC 401(k) Plan$8MSaelens Corporation 401(k) Savings PlanSaelens Corporation 401(k) S…$8MMcrae Management Services, LLC Retirement Savings PlanMcrae Management Services, L…$8M
End-of-year total assets ($M) among Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pearland Brokerage Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pearland Brokerage Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 19.059951452623594% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.65M $7.92M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 38 $7M
2023 1 37 $8M
2024 1 36 $8M

Pearland Brokerage Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN132633235
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.007745047 · Participants: 37Pearland Brokerage Inc. 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lakeview Health Holdings, Inc 401(k) Plan in FL ($8M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 16.5% during 2023, from $7M to $8M. Reported net income was $1M.
How have Pearland Brokerage Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pearland Brokerage Inc.'s sponsor-wide assets grew 19.1%, from $7M to $8M.
Which 401(k) plans are similar in size to Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lakeview Health Holdings, Inc 401(k) Plan in FL ($8M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carbon Health 401(k) Plan in CA (37 participants, $4M 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 132633235.

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.