401(k) · DOL Form 5500 · 2023

Semler Brossy Consulting Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
86
Participants Small participant base
72nd
Percentile by assets National rank
$229,562
Avg per participant Above avg balance/head
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Official DOL plan name: Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan · Sponsored by Semler Brossy Consulting Group, LLC · California · Professional & Technical Services

$20M in assets, 86 participants

Semler Brossy Consulting Group, LLC's Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan reported $20M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,660 in Professional & Technical Services (20,321 peers)

Semler Brossy Consulting Group, LLC multi-year trail

Semler Brossy Consulting Group, LLC's plans moved +23.2% in assets from 2023 to 2024; this filing shows Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan at $20M / 86 participants.

#14,660
in Professional & Technical Services (20,321 peers)
+17.4%
assets growth YoY

Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,742,323 Top 28% higher than 72% 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

Semler Brossy Consulting Group, LLC 401(k) 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. Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan is a small filing (86 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 954885750 · Semler Brossy Consulting Group, LLC PY 2023 · 401(k)

Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan · $20M · 86 · 72nd

  • SCH $20M
  • SCH 86
  • SCH 72nd
  • SCH 401(k)
  • SCH near United Bancshares, Inc. Restated Employee Stock Ownership Plan
  • SCH ind #14660

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 California →

Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Applied Computing Technologies, Inc. 401(k) Profit Sharing Plan & TrustApplied Computing Technologi…$20MSemler Brossy Consulting Group, LLC 401(k) Profit Sharing PlanSemler Brossy Consulting Gro…$20MUnited Bancshares, Inc. Restated Employee Stock Ownership PlanUnited Bancshares, Inc. Rest…$20MNbp Workplace Savings Plan - Represented EmployeesNbp Workplace Savings Plan -…$20MNewman Signs, Inc. Retirement 401(k) PlanNewman Signs, Inc. Retiremen…$20M
End-of-year total assets ($M) among Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Semler Brossy Consulting Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Semler Brossy Consulting Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 23.17524639830885% vs 2023
2024 filing year
$18M$20M$22M$24M$26M 20232024 $19.7M $24.3M ▲ +23.2%
Year Plans Participants Total Assets
2023 1 86 $20M
2024 1 101 $24M

Semler Brossy Consulting Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN954885750
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.019742323 · Participants: 86Semler Brossy Consulting Group, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is United Bancshares, Inc. Restated Employee Stock Ownership Plan in OH ($20M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan grew sharply - up 17.4% during 2023, from $17M to $20M. Reported net income was $3M.
How have Semler Brossy Consulting Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Semler Brossy Consulting Group, LLC's sponsor-wide assets grew 23.2%, from $20M to $24M.
Which 401(k) plans are similar in size to Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Bancshares, Inc. Restated Employee Stock Ownership Plan in OH ($20M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 954885750.

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.