401(k) · DOL Form 5500 · 2023

Brenner, Saltzman & Wallman 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
39
Participants Small participant base
75th
Percentile by assets National rank
$586,275
Avg per participant High balance/head
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Official DOL plan name: Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan · Sponsored by Brenner, Saltzman & Wallman · Connecticut · Professional & Technical Services

$23M in assets, 39 participants

Brenner, Saltzman & Wallman's Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan reported $23M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,266 in Professional & Technical Services (20,321 peers)

Where Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan sits by assets

Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan sits in the top quartile of all filed plans by assets, $23M for 39 participants (~$586,275/participant), up 3.2% in 2023.

#15,266
in Professional & Technical Services (20,321 peers)
+3.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan's outsized position by total assets

Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan vs every filed plan by assets

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

$22,864,730 Top 25% higher than 75% 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

Brenner, Saltzman & Wallman Employees' 401(k) Ps 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. Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan reported net income rose from -$4M in the plan year 2022 filing to $713K in the plan year 2023 filing.
  • Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan end-of-year assets rose from $22M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan reported participants rose from 38 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061048244 · Brenner, Saltzman & Wallman PY 2023 · 401(k)

Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan · $23M · 39 · 75th

  • PART $23M
  • PART 39
  • PART 75th
  • PART 401(k)
  • PART near Sl America 401(k) Retirement Plan
  • PART ind #15266

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 Connecticut →

Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan in the asset neighbourhood

Sl America 401(k) Retirement PlanSl America 401(k) Retirement…$23MEcoatm 401(k) Plan$23MBest Medical International, Inc.401(k) Retirement TrustBest Medical International, …$23MBrenner, Saltzman & Wallman Employees' 401(k) Ps PlanBrenner, Saltzman & Wallman …$23MIdeal Innovations, Inc. 401(k) PlanIdeal Innovations, Inc. 401(…$23M
End-of-year total assets ($M) among Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$713K
Employer EIN061048244
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brenner, Saltzman & Wallman)

Sponsor-wide plan assets over time

All Brenner, Saltzman & Wallman plans reported in each filing year

Latest sponsor-wide plan assets
$24M 10.156051086531388% vs 2022
2024 filing year
$21M$22M$23M$24M$25M 202220232024 $22.2M $24.4M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 38 $22M
2023 1 39 $23M
2024 1 36 $24M

Nearby 401(k) Plans in Connecticut

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

Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan, Total assets ($B): 0.02286473 · Participants: 39Brenner, Saltzman & Wallman Employees' 401(k) Ps PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan side-by-side with 3 peers →

Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Sl America 401(k) Retirement Plan in TN ($23M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan assets move in 2023? ▼
Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan edged up modestly - up 3.2% during 2023, from $22M to $23M. Reported net income was $713K.
How have Brenner, Saltzman & Wallman plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brenner, Saltzman & Wallman's sponsor-wide assets grew 10.2%, from $22M to $24M.
Where does Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan rank by assets among Form 5500 filers? ▼
Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan ranks in the 75th 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 Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sl America 401(k) Retirement Plan in TN ($23M, 1,983 participants).
Which 401(k) plans cover a similar participant headcount to Brenner, Saltzman & Wallman Employees' 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 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 061048244.

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.