401(k) · DOL Form 5500 · 2023

Brand Institute Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
110
Participants Small participant base
66th
Percentile by assets National rank
$131,172
Avg per participant Near avg balance/head
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Official DOL plan name: Brand Institute Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Brand Institute Inc · Florida · Professional & Technical Services

$14M in assets, 110 participants

Brand Institute Inc's Brand Institute Inc 401(k) Profit Sharing Plan & Trust reported $14M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,354 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Brand Institute Inc 401(k) Profit Sharing Plan & Trust covers 110 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $14M.

#13,354
in Professional & Technical Services (20,321 peers)
+24.2%
assets growth YoY

Brand Institute Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Brand Institute Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$14,428,884 Top 34% higher than 66% 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

Brand Institute Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brand Institute Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brand Institute Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Brand Institute Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Brand Institute Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 117 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582236553 · Brand Institute Inc PY 2023 · 401(k)

Brand Institute Inc 401(k) Profit Sharing Plan & Trust · $14M · 110 · 66th

  • EIN $14M
  • EIN 110
  • EIN 66th
  • EIN 401(k)
  • EIN near F.J. Neil & Inter-Mares Trading Co., Profit Sharing & 401(k) Plan
  • EIN ind #13354

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 Florida →

Brand Institute Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Brand Institute Inc 401(k) Profit Sharing Plan & TrustBrand Institute Inc 401(k) P…$14MF.J. Neil & Inter-Mares Trading Co., Profit Sharing & 401(k) PlanF.J. Neil & Inter-Mares Trad…$14MMiller-Bradford & Risberg, Inc. 401(k) Profit Sharing PlanMiller-Bradford & Risberg, I…$14MAnimal Emergency & Referral Center of Minnesota 401(k) Profit Sharing Plan and TrustAnimal Emergency & Referral …$14MOversight Systems, Inc. 401(k) PlanOversight Systems, Inc. 401(…$14M
End-of-year total assets ($M) among Brand Institute Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN582236553
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brand Institute Inc)

Sponsor-wide plan assets over time

All Brand Institute Inc plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.51577319324959% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.6M $16.9M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 117 $12M
2023 1 110 $14M
2024 1 106 $17M

Nearby 401(k) Plans in Florida

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

Brand Institute Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Brand Institute Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.014428884 · Participants: 110Brand Institute Inc 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Brand Institute Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Brand Institute Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Brand Institute Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is F.J. Neil & Inter-Mares Trading Co., Profit Sharing & 401(k) Plan in NY ($14M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Brand Institute Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Brand Institute Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 24.2% during 2023, from $12M to $14M. Reported net income was $3M.
How have Brand Institute Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brand Institute Inc's sponsor-wide assets grew 45.5%, from $12M to $17M.
Which 401(k) plans are similar in size to Brand Institute Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is F.J. Neil & Inter-Mares Trading Co., Profit Sharing & 401(k) Plan in NY ($14M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Brand Institute Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 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 582236553.

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.