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
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
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.
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
Filing particulars (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $429K |
| Employer EIN | 330192947 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING 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
| 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.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.