401(k) · DOL Form 5500 · 2023

Rees Broome, PC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
92
Participants Small participant base
77th
Percentile by assets National rank
$284,308
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rees Broome, PC 401(k) Plan · Sponsored by Rees Broome, PC · Virginia · Professional & Technical Services

$26M in assets, 92 participants

Rees Broome, PC's Rees Broome, PC 401(k) Plan reported $26M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,757 in Professional & Technical Services (20,321 peers)

Where Rees Broome, PC 401(k) Plan sits by assets

Rees Broome, PC 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 92 participants (~$284,308/participant), up 21.0% in 2023.

#15,757
in Professional & Technical Services (20,321 peers)
+21.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rees Broome, PC 401(k) Plan's outsized position by total assets

Rees Broome, PC 401(k) Plan vs every filed plan by assets

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

$26,156,340 Top 23% higher than 77% 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

Rees Broome, PC 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. Rees Broome, PC 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rees Broome, PC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Rees Broome, PC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Rees Broome, PC 401(k) Plan reported participants rose from 91 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540965953 · Rees Broome, PC PY 2023 · 401(k)

Rees Broome, PC 401(k) Plan · $26M · 92 · 77th

  • RANK $26M
  • PHOTO 92
  • IND 77th
  • EOY 401(k)
  • 5500 near Plastic Products Company, Inc. 401(k)/ Profit Sharing Plan
  • ASSETS ind #15757

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 Virginia →

Rees Broome, PC 401(k) Plan in the asset neighbourhood

Rees Broome, PC 401(k) Plan$26MPlastic Products Company, Inc. 401(k)/ Profit Sharing PlanPlastic Products Company, In…$26MWnb 401(k) Plan$26MEmj Corporation Retirement PlanEmj Corporation Retirement P…$26MMaxon Precision Motors Profit Sharing PlanMaxon Precision Motors Profi…$26M
End-of-year total assets ($M) among Rees Broome, PC 401(k) 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)$26M
Net Income$5M
Employer EIN540965953
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rees Broome, PC)

Sponsor-wide plan assets over time

All Rees Broome, PC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 35.49976957250751% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.6M $29.3M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 91 $22M
2023 1 92 $26M
2024 1 89 $29M

Nearby 401(k) Plans in Virginia

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

Rees Broome, PC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Rees Broome, PC 401(k) Plan, Total assets ($B): 0.02615634 · Participants: 92Rees Broome, PC 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Rees Broome, PC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Rees Broome, PC 401(k) Plan side-by-side with 3 peers →

Rees Broome, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Plastic Products Company, Inc. 401(k)/ Profit Sharing Plan in MN ($26M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Rees Broome, PC 401(k) Plan assets move in 2023? ▼
Rees Broome, PC 401(k) Plan grew sharply - up 21.0% during 2023, from $22M to $26M. Reported net income was $5M.
How have Rees Broome, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rees Broome, PC's sponsor-wide assets grew 35.5%, from $22M to $29M.
Where does Rees Broome, PC 401(k) Plan rank by assets among Form 5500 filers? ▼
Rees Broome, PC 401(k) Plan ranks in the 77th 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 Rees Broome, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plastic Products Company, Inc. 401(k)/ Profit Sharing Plan in MN ($26M, 957 participants).
Which 401(k) plans cover a similar participant headcount to Rees Broome, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 540965953.

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.