Profit Sharing · DOL Form 5500 · 2023
Braud, Vaughn & Williamson Insurance Agency, L.L.C. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $181,112
- Avg per participant Above avg balance/head
Official DOL plan name: Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan · Sponsored by Braud, Vaughn & Williamson Insurance Agency, L.L.C. · Texas · Finance & Insurance
$3M in assets, 14 participants
Braud, Vaughn & Williamson Insurance Agency, L.L.C.'s Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan reported $3M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,046 in Finance & Insurance (8,869 peers)
Braud, Vaughn & Williamson Insurance Agency, L.L.C. multi-year trail
Braud, Vaughn & Williamson Insurance Agency, L.L.C.'s plans moved +33.6% in assets from 2022 to 2024; this filing shows Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan at $3M / 14 participants.
- #2,046
- in Finance & Insurance (8,869 peers)
- +15.6%
- assets growth YoY
Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan among the smaller filed plans by assets
Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,535,574 33rd percentile higher than 33% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Braud, Vaughn & Williamson Insurance Agency,L.L.C. 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. Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan reported net income rose from -$313K in the plan year 2022 filing to $341K in the plan year 2023 filing.
- Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan reported participants fell from 19 in the plan year 2022 filing to 14 in the plan year 2023 filing.
- Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 760683167 · Braud, Vaughn & Williamson Insurance Agency, L.L.C. PY 2023 · Profit Sharing
Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan · $3M · 14 · 33rd
- NET $3M
- NET 14
- NET 33rd
- NET Profit Sharing
- NET near Babco International Inc Profit Sharing Plan & Trust Agreement
- NET ind #2046
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 Finance & Insurance retirement plans → · Plans in Texas →
Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan in the asset neighbourhood
Braud, Vaughn & Williamson Insurance Agency, L.L.C. multi-year asset trail
Sponsor-wide plan assets over time
All Braud, Vaughn & Williamson Insurance Agency, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 33.57878301197154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $2M |
| 2023 | 1 | 14 | $3M |
| 2024 | 1 | 21 | $3M |
Braud, Vaughn & Williamson Insurance Agency, L.L.C. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $341K |
| Employer EIN | 760683167 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Babco International Inc Profit Sharing Plan & Trust Agreement in AZ ($3M); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 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.