401(k) · DOL Form 5500 · 2023

Agnoli, Barber & Brundage, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
31
Participants Small participant base
43rd
Percentile by assets National rank
$147,492
Avg per participant Above avg balance/head
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Official DOL plan name: Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust · Sponsored by Agnoli, Barber & Brundage, Inc. · Florida · Professional & Technical Services

$5M in assets, 31 participants

Agnoli, Barber & Brundage, Inc.'s Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust reported $5M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,175 in Professional & Technical Services (20,321 peers)

Agnoli, Barber & Brundage, Inc. multi-year trail

Agnoli, Barber & Brundage, Inc.'s plans moved -89.6% in assets from 2022 to 2024; this filing shows Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust at $5M / 31 participants.

#8,175
in Professional & Technical Services (20,321 peers)
+16.6%
assets growth YoY

Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,572,249 43rd percentile higher than 43% 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

Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & 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. Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust reported net income rose from -$985K in the plan year 2022 filing to $651K in the plan year 2023 filing.
  • Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust reported participants fell from 37 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592287155 · Agnoli, Barber & Brundage, Inc. PY 2023 · 401(k)

Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust · $5M · 31 · 43rd

  • PHOTO $5M
  • IND 31
  • EOY 43rd
  • 5500 401(k)
  • ASSETS near Rimports Inc. 401(k) Plan
  • PCT ind #8175

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 Florida →

Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & TrustAgnoli, Barber & Brundage, I…$5MRimports Inc. 401(k) Plan$5MJay Petroleum Inc. 401(k) PlanJay Petroleum Inc. 401(k) Pl…$5MPortfolio Retirement Plan$5MChild Development Centers, Inc. 401(k) PlanChild Development Centers, I…$5M
End-of-year total assets ($M) among Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Agnoli, Barber & Brundage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Agnoli, Barber & Brundage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$408K 89.59602510679005% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3.92M $0.41M ▼ -89.5%
Year Plans Participants Total Assets
2022 1 37 $4M
2023 1 31 $5M
2024 1 33 $408K

Agnoli, Barber & Brundage, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$651K
Employer EIN592287155
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.004572249 · Participants: 31Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rimports Inc. 401(k) Plan in UT ($5M); by covered participants it is J.a. Marketing, Inc. 401(k) Profit Sharing Plan in OR (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust assets move in 2023? ▼
Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust grew sharply - up 16.6% during 2023, from $4M to $5M. Reported net income was $651K.
How have Agnoli, Barber & Brundage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agnoli, Barber & Brundage, Inc.'s sponsor-wide assets declined 89.6%, from $4M to $408K.
Which 401(k) plans are similar in size to Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rimports Inc. 401(k) Plan in UT ($5M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is J.a. Marketing, Inc. 401(k) Profit Sharing Plan in OR (31 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 592287155.

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.