401(k) · DOL Form 5500 · 2023

J. Gregory Brown 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 3
Participants Small participant base: 50th
Percentile by assets National rank: $2.3M
Avg per participant High balance/head

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Official DOL plan name: J. Gregory Brown 401(k) Profit Sharing Plan · Sponsored by J. Gregory Brown · New Mexico · Finance & Insurance

$7M in assets, 3 participants

J. Gregory Brown's J. Gregory Brown 401(k) Profit Sharing Plan reported $7M in total assets and 3 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.

#3,196 in Finance & Insurance (8,869 peers)

J. Gregory Brown multi-year trail

J. Gregory Brown's plans moved +36.6% in assets from 2023 to 2024; this filing shows J. Gregory Brown 401(k) Profit Sharing Plan at $7M / 3 participants.

#3,196
in Finance & Insurance (8,869 peers): +61.5%
assets growth YoY

J. Gregory Brown 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

J. Gregory Brown 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,812,032 Top 50% higher than 50% 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

J. Gregory Brown 401(k) 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. J. Gregory Brown 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 953970903 · J. Gregory Brown PY 2023 · 401(k)

J. Gregory Brown 401(k) Profit Sharing Plan · $7M · 3 · 50th

PHOTO $7M
PHOTO 3
PHOTO 50th
PHOTO 401(k)
PHOTO near Conmat Group Inc 401(k) Profit Sharing Retirement Plan
PHOTO ind #3196

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 Finance & Insurance retirement plans → · Plans in New Mexico →

End-of-year total assets ($M) among J. Gregory Brown 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J. Gregory Brown multi-year asset trail

Latest sponsor-wide plan assets: $9M 36.56171902891824% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	3	$7M
2024	1	3	$9M

J. Gregory Brown filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$7M
Net Income	$3M
Employer EIN	953970903
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

J. Gregory Brown 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants

Ntess Savings and Income Plan $6.1B · 14,721
Triad 401(k) Retirement Plan $2.0B · 10,005
Triad 401(k) Savings Plan $840M · 2,249
Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962

Compare J. Gregory Brown 401(k) Profit Sharing Plan side-by-side with 3 peers →

J. Gregory Brown 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Conmat Group Inc 401(k) Profit Sharing Retirement Plan in VA ($7M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Conmat Group Inc 401(k) Profit Sharing Retirement Plan (VA) $7M · 242
Earthlink 401(k) Profit Sharing Plan (GA) $7M · 137
Austin Fire Systems, LLC 401(k) Plan (LA) $7M · 197
Sonas Home Health Care Group 401(k) Profit Sharing Plan and Trust (FL) $7M · 1,005

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

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 J. Gregory Brown 401(k) Profit Sharing Plan assets move in 2023? ▼

J. Gregory Brown 401(k) Profit Sharing Plan surged - up 61.5% during 2023, from $4M to $7M. Reported net income was $3M.

How have J. Gregory Brown plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), J. Gregory Brown's sponsor-wide assets grew 36.6%, from $7M to $9M.

Which 401(k) plans are similar in size to J. Gregory Brown 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Conmat Group Inc 401(k) Profit Sharing Retirement Plan in VA ($7M, 242 participants).

Which 401(k) plans cover a similar participant headcount to J. Gregory Brown 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 953970903.