401(k) · DOL Form 5500 · 2023

Brown & Streza, LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
78
Participants Small participant base
62nd
Percentile by assets National rank
$152,029
Avg per participant Above avg balance/head
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Official DOL plan name: Brown & Streza Retirement Savings Plan · Sponsored by Brown & Streza, LLP · California · Professional & Technical Services

$12M in assets, 78 participants

Brown & Streza, LLP's Brown & Streza Retirement Savings Plan reported $12M in total assets and 78 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.

  • #12,459 in Professional & Technical Services (20,321 peers)

Brown & Streza, LLP multi-year trail

Brown & Streza, LLP's plans moved +65.6% in assets from 2022 to 2024; this filing shows Brown & Streza Retirement Savings Plan at $12M / 78 participants.

#12,459
in Professional & Technical Services (20,321 peers)
+31.1%
assets growth YoY

Brown & Streza Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Brown & Streza Retirement Savings Plan vs every filed plan by assets

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

$11,858,267 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

Brown & Streza Retirement Savings 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. Brown & Streza Retirement Savings Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown & Streza Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Brown & Streza Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Brown & Streza Retirement Savings Plan reported participants rose from 74 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330734518 · Brown & Streza, LLP PY 2023 · 401(k)

Brown & Streza Retirement Savings Plan · $12M · 78 · 62nd

  • PART $12M
  • TYPE 78
  • NET 62nd
  • BOOK 401(k)
  • VS-ST near The Dynamic Group, Inc. 401(k) Retirement Savings Plan
  • BOY ind #12459

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 California →

Brown & Streza Retirement Savings Plan in the asset neighbourhood

Brown & Streza Retirement Savings PlanBrown & Streza Retirement Sa…$12MThe Dynamic Group, Inc. 401(k) Retirement Savings PlanThe Dynamic Group, Inc. 401(…$12MAkros Pharma 401(k) Profit Sharing PlanAkros Pharma 401(k) Profit S…$12MMcalpin Industries, Inc. Employees' Savings and Profit Sharing PlanMcalpin Industries, Inc. Emp…$12MThe Rasa Floors Company, LLC 401(k) PlanThe Rasa Floors Company, LLC…$12M
End-of-year total assets ($M) among Brown & Streza Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brown & Streza, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Brown & Streza, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$15M 65.6336966108164% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.05M $15M ▲ +65.5%
Year Plans Participants Total Assets
2022 1 74 $9M
2023 1 78 $12M
2024 1 83 $15M

Brown & Streza, LLP filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN330734518
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Brown & Streza Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Brown & Streza Retirement Savings Plan, Total assets ($B): 0.011858267 · Participants: 78Brown & Streza Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Brown & Streza Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Brown & Streza Retirement Savings Plan side-by-side with 3 peers →

Brown & Streza Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Dynamic Group, Inc. 401(k) Retirement Savings Plan in MN ($12M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Brown & Streza Retirement Savings Plan assets move in 2023? ▼
Brown & Streza Retirement Savings Plan surged - up 31.1% during 2023, from $9M to $12M. Reported net income was $3M.
How have Brown & Streza, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown & Streza, LLP's sponsor-wide assets grew 65.6%, from $9M to $15M.
Which 401(k) plans are similar in size to Brown & Streza Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Dynamic Group, Inc. 401(k) Retirement Savings Plan in MN ($12M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Brown & Streza Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rasi 401(k) Plan in CO (78 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 330734518.

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.