401(k) · DOL Form 5500 · 2023
Brubaker & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $575,205
- Avg per participant High balance/head
Official DOL plan name: Brubaker & Associates, Inc. Profit Sharing and 401(k) Plan · Sponsored by Brubaker & Associates, Inc. · Missouri · Professional & Technical Services
$14M in assets, 24 participants
Brubaker & Associates, Inc.'s Brubaker & Associates, Inc. Profit Sharing and 401(k) Plan reported $14M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #13,154 in Professional & Technical Services (20,321 peers)
Brubaker & Associates, Inc. multi-year trail
Brubaker & Associates, Inc.'s plans moved +27.2% in assets from 2022 to 2024; this filing shows Brubaker & Associates, Inc. Profit Sharing and 401(k) Plan at $14M / 24 participants.
- #13,154
- in Professional & Technical Services (20,321 peers)
- +16.4%
- assets growth YoY
Brubaker & Associates, Inc. Profit Sharing and 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Brubaker & Associates, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,804,918 Top 35% higher than 65% 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
Brubaker & Associates, Inc. Profit Sharing and 401(k) 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. Brubaker & Associates, Inc. Profit Sharing and 401(k) Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brubaker & Associates, Inc. Profit Sharing and 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Brubaker & Associates, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Brubaker & Associates, Inc. Profit Sharing and 401(k) Plan reported participants fell from 27 in the plan year 2022 filing to 24 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 431708220 · Brubaker & Associates, Inc. PY 2023 · 401(k)
Brubaker & Associates, Inc. Profit Sharing and 401(k) Plan · $14M · 24 · 65th
- ASSETS $14M
- PCT 24
- EIN 65th
- RANK 401(k)
- PHOTO near Bradford Schools 401(k) Profit Sharing Plan
- IND ind #13154
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 Missouri →
Brubaker & Associates, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood
Brubaker & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Brubaker & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 27.151941852080817% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $12M |
| 2023 | 1 | 24 | $14M |
| 2024 | 1 | 26 | $15M |
Brubaker & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 431708220 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Brubaker & Associates, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Bradford Schools 401(k) Profit Sharing Plan in PA ($14M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Bradford Schools 401(k) Profit Sharing Plan (PA) $14M · 109
- Embark Behavioral Health 401(k) Plan (AZ) $14M · 1,425
- Asmodee North America, Inc. 401(k) Plan (MN) $14M · 397
- Mountaineer Contractors, Inc. 401(k) Profit Sharing Plan (WV) $14M · 275
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Hopereid, Inc. Retirement Plan (PA) 24 · 0 off
- National Institute for Trial Advocacy 401(k) Plan (CO) 24 · 0 off
- Urology Specialists, P.C. 401(k) Profit Sharing Plan (AL) 24 · 0 off
- Danco En, LLC 401(k) Plan (CA) 24 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.