Profit Sharing · DOL Form 5500 · 2023
R. Bradley & Associates, Ltd. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $509,801
- Avg per participant High balance/head
Official DOL plan name: R. Bradley & Associates Profit Sharing Plan · Sponsored by R. Bradley & Associates, Ltd. · North Carolina · Administrative & Support Services
$4M in assets, 8 participants
R. Bradley & Associates, Ltd.'s R. Bradley & Associates Profit Sharing Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #2,790 in Administrative & Support Services (4,372 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, R. Bradley & Associates Profit Sharing Plan ranks #2,790 of 4,372 2023 filers by assets (707% of the sector average)-$4M for 8 participants.
- #2,790
- in Administrative & Support Services (4,372 peers)
- +15.0%
- assets growth YoY
R. Bradley & Associates Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers
R. Bradley & Associates Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,078,404 41st percentile higher than 41% 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
R. Bradley & Associates 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. R. Bradley & Associates Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- R. Bradley & Associates Profit Sharing Plan reported net income rose from -$223K in the plan year 2022 filing to $531K in the plan year 2023 filing.
- R. Bradley & Associates Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 562071189 · R. Bradley & Associates, Ltd. PY 2023 · Profit Sharing
R. Bradley & Associates Profit Sharing Plan · $4M · 8 · 41st
- PCT $4M
- PCT 8
- PCT 41st
- PCT Profit Sharing
- PCT near Steven K Sterzer Md Inc Profit Sharing Plan
- PCT ind #2790
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 Administrative & Support Services retirement plans → · Plans in North Carolina →
R. Bradley & Associates Profit Sharing Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $531K |
| Employer EIN | 562071189 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R. Bradley & Associates, Ltd.)
Sponsor-wide plan assets over time
All R. Bradley & Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 34.29209177201989% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $4M |
| 2023 | 1 | 8 | $4M |
| 2024 | 1 | 8 | $5M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.2B · 36,057
- Charter Communications, Inc. Retirement Accumulation Plan $1.3B · 96,058
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
- Baker & Taylor Retirement Savings Plan $67M · 1,361
- Intermec Fssp Spinoff Plan $51M · 74
R. Bradley & Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Steven K Sterzer Md Inc Profit Sharing Plan in CA ($4M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.