401(k) · DOL Form 5500 · 2023

Brann & Isaacson, LLP 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
39
Participants Small participant base
74th
Percentile by assets National rank
$546,517
Avg per participant High balance/head
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Official DOL plan name: Brann & Isaacson, LLP Profit Sharing Plan · Sponsored by Brann & Isaacson, LLP · Maine · Professional & Technical Services

$21M in assets, 39 participants

Brann & Isaacson, LLP's Brann & Isaacson, LLP Profit Sharing Plan reported $21M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,995 in Professional & Technical Services (20,321 peers)

Brann & Isaacson, LLP multi-year trail

Brann & Isaacson, LLP's plans moved +13.2% in assets from 2022 to 2023; this filing shows Brann & Isaacson, LLP Profit Sharing Plan at $21M / 39 participants.

#14,995
in Professional & Technical Services (20,321 peers)
+13.2%
assets growth YoY

Brann & Isaacson, LLP Profit Sharing Plan's outsized position by total assets

Brann & Isaacson, LLP Profit Sharing Plan vs every filed plan by assets

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

$21,314,147 Top 26% higher than 74% 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

Brann & Isaacson, LLP 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. Brann & Isaacson, LLP Profit Sharing 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

  • Brann & Isaacson, LLP Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Brann & Isaacson, LLP Profit Sharing Plan reported participants fell from 46 in the plan year 2022 filing to 39 in the plan year 2023 filing.
  • Brann & Isaacson, LLP Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010034230 · Brann & Isaacson, LLP PY 2023 · 401(k)

Brann & Isaacson, LLP Profit Sharing Plan · $21M · 39 · 74th

  • EBSA $21M
  • PART 39
  • TYPE 74th
  • NET 401(k)
  • BOOK near Signal Theory Employer Contribution & 401(k) Plan
  • VS-ST ind #14995

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 Maine →

Brann & Isaacson, LLP Profit Sharing Plan in the asset neighbourhood

Brann & Isaacson, LLP Profit Sharing PlanBrann & Isaacson, LLP Profit…$21MSignal Theory Employer Contribution & 401(k) PlanSignal Theory Employer Contr…$21MChildnet Youth and Family Services, Inc. 403(b) Retirement PlanChildnet Youth and Family Se…$21MImaging Business Machines 401(k) PlanImaging Business Machines 40…$21MJoseph J. Blake & Associates, Inc. Savings and Retirement PlanJoseph J. Blake & Associates…$21M
End-of-year total assets ($M) among Brann & Isaacson, LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brann & Isaacson, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Brann & Isaacson, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$21M 13.160074423711315% vs 2022
2023 filing year
$18M$19M$20M$21M$22M 20222023 $18.8M $21.3M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 46 $19M
2023 1 39 $21M

Brann & Isaacson, LLP filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN010034230
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

Brann & Isaacson, LLP Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Brann & Isaacson, LLP Profit Sharing Plan, Total assets ($B): 0.021314147 · Participants: 39Brann & Isaacson, LLP Profit Sharing PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Brann & Isaacson, LLP Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Brann & Isaacson, LLP Profit Sharing Plan side-by-side with 3 peers →

Brann & Isaacson, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Signal Theory Employer Contribution & 401(k) Plan in KS ($21M); 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.

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 Brann & Isaacson, LLP Profit Sharing Plan assets move in 2023? ▼
Brann & Isaacson, LLP Profit Sharing Plan grew at a solid clip - up 13.2% during 2023, from $19M to $21M. Reported net income was $2M.
How have Brann & Isaacson, LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Brann & Isaacson, LLP's sponsor-wide assets grew 13.2%, from $19M to $21M.
Which 401(k) plans are similar in size to Brann & Isaacson, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signal Theory Employer Contribution & 401(k) Plan in KS ($21M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Brann & Isaacson, LLP Profit Sharing 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 010034230.

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.