401(k) · DOL Form 5500 · 2023

Brooke Ellis, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Brooke Ellis, Inc. 401(k) Profit Sharing Plan · Sponsored by Brooke Ellis, Inc. · Arizona · Other Services

$3M in assets, 2 participants

Brooke Ellis, Inc.'s Brooke Ellis, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,661 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Brooke Ellis, Inc. 401(k) Profit Sharing Plan ranks #4,661 of 7,857 2023 filers by assets (685% of the sector average)-$3M for 2 participants.

#4,661
in Other Services (7,857 peers)
-4.8%
assets change YoY

The plan reported a net loss of $147K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brooke Ellis, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Brooke Ellis, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,931,648 35th percentile higher than 35% 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

Brooke Ellis, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brooke Ellis, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brooke Ellis, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2022 filing to -$147K in the plan year 2023 filing.
  • Brooke Ellis, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 862712880 · Brooke Ellis, Inc. PY 2023 · 401(k)

Brooke Ellis, Inc. 401(k) Profit Sharing Plan · $3M · 2 · 35th

  • ASSETS $3M
  • ASSETS 2
  • ASSETS 35th
  • ASSETS 401(k)
  • ASSETS near Alan G. Chui, D.D.S., Inc. 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #4661

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 Other Services retirement plans → · Plans in Arizona →

Brooke Ellis, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Brooke Ellis, Inc. 401(k) Profit Sharing PlanBrooke Ellis, Inc. 401(k) Pr…$3MAlan G. Chui, D.D.S., Inc. 401(k) Profit Sharing Plan & TrustAlan G. Chui, D.D.S., Inc. 4…$3MThe Night Ministry 401(k) Employee Savings Plan and TrustThe Night Ministry 401(k) Em…$3MAvis Budget Puerto Rico, Inc. Union Profit Sharing PlanAvis Budget Puerto Rico, Inc…$3MAlamo 1 401(k) Profit Sharing PlanAlamo 1 401(k) Profit Sharin…$3M
End-of-year total assets ($M) among Brooke Ellis, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$147K
Employer EIN862712880
Plan Effective Date2021-03-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Brooke Ellis, Inc.)

Sponsor-wide plan assets over time

All Brooke Ellis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$509K 83.45705892079842% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.08M $0.51M ▼ -83.4%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 3 $509K

Nearby 401(k) Plans in Arizona

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

Brooke Ellis, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Brooke Ellis, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002931648 · Participants: 2Brooke Ellis, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Brooke Ellis, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Brooke Ellis, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Brooke Ellis, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Alan G. Chui, D.D.S., Inc. 401(k) Profit Sharing Plan & Trust in CA ($3M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Brooke Ellis, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Brooke Ellis, Inc. 401(k) Profit Sharing Plan edged down modestly - down 4.8% during 2023, from $3M to $3M. Reported net income was -$147K.
How have Brooke Ellis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brooke Ellis, Inc.'s sponsor-wide assets declined 83.5%, from $3M to $509K.
Which 401(k) plans are similar in size to Brooke Ellis, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alan G. Chui, D.D.S., Inc. 401(k) Profit Sharing Plan & Trust in CA ($3M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Brooke Ellis, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 862712880.

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.