Profit Sharing · DOL Form 5500 · 2022

Brownstar Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
26th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Brownstar Investments Inc. Pension Transfer Trust Plan · Sponsored by Brownstar Investments, Inc. · Texas · Real Estate

$1M in assets, 1 participants

Brownstar Investments, Inc.'s Brownstar Investments Inc. Pension Transfer Trust Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,176 in Real Estate (5,057 peers)

Brownstar Investments, Inc. multi-year trail

Brownstar Investments, Inc.'s plans moved -60.1% in assets from 2022 to 2024; this filing shows Brownstar Investments Inc. Pension Transfer Trust Plan at $1M / 1 participant.

#2,176
in Real Estate (5,057 peers)
+156.9%
assets growth YoY

Brownstar Investments Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

Brownstar Investments Inc. Pension Transfer Trust Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,133,044 26th percentile higher than 26% of 139,123 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 2022

Brownstar Investments Inc. Pension Transfer Trust Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brownstar Investments Inc. Pension Transfer Trust Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 461676358 · Brownstar Investments, Inc. PY 2022 · Profit Sharing

Brownstar Investments Inc. Pension Transfer Trust Plan · $1M · 1 · 26th

  • BOY $1M
  • BOY 1
  • BOY 26th
  • BOY Profit Sharing
  • BOY near The Marod Group, Inc. Retirement Plan
  • BOY ind #2176

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 Real Estate retirement plans → · Plans in Texas →

Brownstar Investments Inc. Pension Transfer Trust Plan in the asset neighbourhood

Brownstar Investments Inc. Pension Transfer Trust PlanBrownstar Investments Inc. P…$1MThe Marod Group, Inc. Retirement PlanThe Marod Group, Inc. Retire…$1MWhitehouse Ohio Works Profit Sharing PlanWhitehouse Ohio Works Profit…$1MCorby and Corby an Accountancy Corp. Profit Sharing PlanCorby and Corby an Accountan…$1MKros-Wise, Inc. Sca Plan$1M
End-of-year total assets ($M) among Brownstar Investments Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Brownstar Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Brownstar Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$452K 60.09978429787369% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.13M $0.45M ▼ -60.2%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 2 2 $2M
2024 1 1 $452K

Brownstar Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$441K
Net Assets (End of Year)$1M
Net Income$692K
Employer EIN461676358
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Brownstar Investments Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Brownstar Investments Inc. Pension Transfer Trust Plan, Total assets ($B): 0.001133044 · Participants: 1Brownstar Investments Inc. Pension Transfer Trust PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Brownstar Investments Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Brownstar Investments Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Brownstar Investments Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is The Marod Group, Inc. Retirement Plan in OR ($1M); by covered participants it is Stephen C. Nippert, Dvm Profit Sharing Plan in NY (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brownstar Investments Inc. Pension Transfer Trust Plan assets move in 2022? ▼
Brownstar Investments Inc. Pension Transfer Trust Plan surged - up 156.9% during 2022, from $441K to $1M. Reported net income was $692K.
How have Brownstar Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brownstar Investments, Inc.'s sponsor-wide assets declined 60.1%, from $1M to $452K.
Which Profit Sharing plans are similar in size to Brownstar Investments Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Marod Group, Inc. Retirement Plan in OR ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Brownstar Investments Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Stephen C. Nippert, Dvm Profit Sharing Plan in NY (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461676358.

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.