401(k) · DOL Form 5500 · 2023

Titus Brueckner Spitler & Shelts PLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
16
Participants Small participant base
50th
Percentile by assets National rank
$421,865
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan · Sponsored by Titus Brueckner Spitler & Shelts PLC · Arizona · Professional & Technical Services

$7M in assets, 16 participants

Titus Brueckner Spitler & Shelts PLC's Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan reported $7M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,882 in Professional & Technical Services (20,321 peers)

Titus Brueckner Spitler & Shelts PLC multi-year trail

Titus Brueckner Spitler & Shelts PLC's plans moved -79.6% in assets from 2022 to 2024; this filing shows Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan at $7M / 16 participants.

#9,882
in Professional & Technical Services (20,321 peers)
+7.3%
assets growth YoY

Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan vs every filed plan by assets

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

$6,749,835 Top 50% higher than 50% 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

Titus Brueckner Spitler & Shelts PLC Profit Sharing 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. Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $509K in the plan year 2023 filing.
  • Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan reported participants fell from 19 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 275470871 · Titus Brueckner Spitler & Shelts PLC PY 2023 · 401(k)

Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan · $7M · 16 · 50th

  • NET $7M
  • NET 16
  • NET 50th
  • NET 401(k)
  • NET near Rootstock Software 401(k) Retirement Plan
  • NET ind #9882

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 Arizona →

Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan in the asset neighbourhood

Titus Brueckner Spitler & Shelts PLC Profit Sharing PlanTitus Brueckner Spitler & Sh…$7MRootstock Software 401(k) Retirement PlanRootstock Software 401(k) Re…$7MCreekside Nursery 401(k) Retirement Savings PlanCreekside Nursery 401(k) Ret…$7MShort Mountain Silica Employee Benefit Plan and TrustShort Mountain Silica Employ…$7MMike Erdman Motors 401(k) Savings PlanMike Erdman Motors 401(k) Sa…$7M
End-of-year total assets ($M) among Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Titus Brueckner Spitler & Shelts PLC multi-year asset trail

Sponsor-wide plan assets over time

All Titus Brueckner Spitler & Shelts PLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 79.63975438261265% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.29M $1.28M ▼ -79.7%
Year Plans Participants Total Assets
2022 1 19 $6M
2023 1 16 $7M
2024 1 11 $1M

Titus Brueckner Spitler & Shelts PLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$509K
Employer EIN275470871
Plan Effective Date1989-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan, Total assets ($B): 0.006749835 · Participants: 16Titus Brueckner Spitler & Shelts PLC Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Rootstock Software 401(k) Retirement Plan in CA ($7M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 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 Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan assets move in 2023?
Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan grew at a solid clip - up 7.3% during 2023, from $6M to $7M. Reported net income was $509K.
How have Titus Brueckner Spitler & Shelts PLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Titus Brueckner Spitler & Shelts PLC's sponsor-wide assets declined 79.6%, from $6M to $1M.
Which 401(k) plans are similar in size to Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Rootstock Software 401(k) Retirement Plan in CA ($7M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Titus Brueckner Spitler & Shelts PLC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M in assets).