Profit Sharing · DOL Form 5500 · 2023

Gregory S. Brunette Accountancy Corporation Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
8
Participants Small participant base
54th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gregory S. Brunette Accountancy Corporation Profit Sharing Plan · Sponsored by Gregory S. Brunette Accountancy Corporation · California · Professional & Technical Services

$8M in assets, 8 participants

Gregory S. Brunette Accountancy Corporation's Gregory S. Brunette Accountancy Corporation Profit Sharing Plan reported $8M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,756 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Gregory S. Brunette Accountancy Corporation Profit Sharing Plan holds $8M for 8 participants - about $1.0M per participant, above the median plan by assets.

#10,756
in Professional & Technical Services (20,321 peers)
+5.5%
assets growth YoY

Gregory S. Brunette Accountancy Corporation Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gregory S. Brunette Accountancy Corporation Profit Sharing Plan vs every filed plan by assets

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

$8,260,164 Top 46% higher than 54% 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

Gregory S. Brunette Accountancy Corporation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gregory S. Brunette Accountancy Corporation Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gregory S. Brunette Accountancy Corporation Profit Sharing Plan reported net income rose from $192K in the plan year 2022 filing to $429K in the plan year 2023 filing.
  • Gregory S. Brunette Accountancy Corporation Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330192947 · Gregory S. Brunette Accountancy Corporation PY 2023 · Profit Sharing

Gregory S. Brunette Accountancy Corporation Profit Sharing Plan · $8M · 8 · 54th

  • EBSA $8M
  • EBSA 8
  • EBSA 54th
  • EBSA Profit Sharing
  • EBSA near Social Service Employees Union Local 371 Funds Staff Pension Plan
  • EBSA ind #10756

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 →

Gregory S. Brunette Accountancy Corporation Profit Sharing Plan in the asset neighbourhood

Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing PlanDrs. Russell, Berkebile & As…$8MGregory S. Brunette Accountancy Corporation Profit Sharing PlanGregory S. Brunette Accounta…$8MSocial Service Employees Union Local 371 Funds Staff Pension PlanSocial Service Employees Uni…$8MVan Wert County Hospital Profit Sharing PlanVan Wert County Hospital Pro…$8MMartin F. Scheinman, Esq. Profit Sharing PlanMartin F. Scheinman, Esq. Pr…$8M
End-of-year total assets ($M) among Gregory S. Brunette Accountancy Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$429K
Employer EIN330192947
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gregory S. Brunette Accountancy Corporation)

Sponsor-wide plan assets over time

All Gregory S. Brunette Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.892564350515051% vs 2022
2024 filing year
$7.6M$7.8M$8M$8.2M$8.4M 202220232024 $7.83M $8.14M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 8 $8M
2023 1 8 $8M
2024 1 7 $8M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Gregory S. Brunette Accountancy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Gregory S. Brunette Accountancy Corporation Profit Sharing Plan, Total assets ($B): 0.008260164 · Participants: 8Gregory S. Brunette Accountancy Corporation Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Gregory S. Brunette Accountancy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Gregory S. Brunette Accountancy Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Social Service Employees Union Local 371 Funds Staff Pension Plan in NY ($8M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

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 Gregory S. Brunette Accountancy Corporation Profit Sharing Plan assets move in 2023?
Gregory S. Brunette Accountancy Corporation Profit Sharing Plan grew at a solid clip - up 5.5% during 2023, from $8M to $8M. Reported net income was $429K.
How have Gregory S. Brunette Accountancy Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Gregory S. Brunette Accountancy Corporation's sponsor-wide assets grew 3.9%, from $8M to $8M.
Which Profit Sharing plans are similar in size to Gregory S. Brunette Accountancy Corporation Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Social Service Employees Union Local 371 Funds Staff Pension Plan in NY ($8M, 87 participants).
Which Profit Sharing plans cover a similar participant headcount to Gregory S. Brunette Accountancy Corporation Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K in assets).