401(k) · DOL Form 5500 · 2023

Brady, Ware & Schoenfeld, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
149
Participants Small participant base
76th
Percentile by assets National rank
$164,138
Avg per participant Above avg balance/head
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Official DOL plan name: Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Brady, Ware & Schoenfeld, Inc. · Ohio · Professional & Technical Services

$24M in assets, 149 participants

Brady, Ware & Schoenfeld, Inc.'s Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust reported $24M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,535 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust covers 149 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $24M.

#15,535
in Professional & Technical Services (20,321 peers)
-8.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$24,456,580 Top 24% higher than 76% 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

Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 136 in the plan year 2022 filing to 149 in the plan year 2023 filing.
  • Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $27M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351476702 · Brady, Ware & Schoenfeld, Inc. PY 2023 · 401(k)

Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust · $24M · 149 · 76th

  • SCH $24M
  • SCH 149
  • SCH 76th
  • SCH 401(k)
  • SCH near Wesco Turf, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #15535

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 Ohio →

Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & TrustBrady, Ware & Schoenfeld, In…$24MWesco Turf, Inc. 401(k) Profit Sharing Plan and TrustWesco Turf, Inc. 401(k) Prof…$24MFarther Pep$24MFiera Capital 401(k) Plan$24MC.L. Thomas, Inc. 401(k) Profit Sharing PlanC.L. Thomas, Inc. 401(k) Pro…$24M
End-of-year total assets ($M) among Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$24M
Net Income-$2M
Employer EIN351476702
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brady, Ware & Schoenfeld, Inc.)

Sponsor-wide plan assets over time

All Brady, Ware & Schoenfeld, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 7.906972738492704% vs 2022
2024 filing year
$24M$25M$26M$27M$28M 202220232024 $26.8M $24.7M ▼ -7.9%
Year Plans Participants Total Assets
2022 1 136 $27M
2023 1 149 $24M
2024 1 161 $25M

Nearby 401(k) Plans in Ohio

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

Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.02445658 · Participants: 149Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Wesco Turf, Inc. 401(k) Profit Sharing Plan and Trust in FL ($24M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 8.8% during 2023, from $27M to $24M. Reported net income was -$2M.
How have Brady, Ware & Schoenfeld, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brady, Ware & Schoenfeld, Inc.'s sponsor-wide assets declined 7.9%, from $27M to $25M.
Where does Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wesco Turf, Inc. 401(k) Profit Sharing Plan and Trust in FL ($24M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 351476702.

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.