401(k) · DOL Form 5500 · 2023

Brennan & Wasden, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
14
Participants Small participant base
43rd
Percentile by assets National rank
$326,169
Avg per participant High balance/head
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Official DOL plan name: Brennan & Wasden, LLC Profit Sharing Plan · Sponsored by Brennan & Wasden, LLC · Georgia · Professional & Technical Services

$5M in assets, 14 participants

Brennan & Wasden, LLC's Brennan & Wasden, LLC Profit Sharing Plan reported $5M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,167 in Professional & Technical Services (20,321 peers)

Brennan & Wasden, LLC multi-year trail

Brennan & Wasden, LLC's plans moved +22.7% in assets from 2022 to 2024; this filing shows Brennan & Wasden, LLC Profit Sharing Plan at $5M / 14 participants.

#8,167
in Professional & Technical Services (20,321 peers)
+10.4%
assets growth YoY

Brennan & Wasden, LLC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Brennan & Wasden, LLC Profit Sharing Plan vs every filed plan by assets

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

$4,566,366 43rd percentile higher than 43% 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

Brennan & Wasden, LLC 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. Brennan & Wasden, LLC 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

  • Brennan & Wasden, LLC Profit Sharing Plan reported net income rose from -$603K in the plan year 2022 filing to $431K in the plan year 2023 filing.
  • Brennan & Wasden, LLC Profit Sharing Plan reported participants fell from 25 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Brennan & Wasden, LLC Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581852036 · Brennan & Wasden, LLC PY 2023 · 401(k)

Brennan & Wasden, LLC Profit Sharing Plan · $5M · 14 · 43rd

  • NET $5M
  • BOOK 14
  • VS-ST 43rd
  • BOY 401(k)
  • SCH near Roesling Nakamura Terada Architects, Inc. 401(k) Plan
  • EBSA ind #8167

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 Georgia →

Brennan & Wasden, LLC Profit Sharing Plan in the asset neighbourhood

Brennan & Wasden, LLC Profit Sharing PlanBrennan & Wasden, LLC Profit…$5MRoesling Nakamura Terada Architects, Inc. 401(k) PlanRoesling Nakamura Terada Arc…$5MMid-Valley 401(k) Plan$5MDebtx Analytics 401(k) Plan$5MBridgeway, Inc. 401(k) Profit Sharing PlanBridgeway, Inc. 401(k) Profi…$5M
End-of-year total assets ($M) among Brennan & Wasden, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brennan & Wasden, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Brennan & Wasden, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.720342157555272% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.14M $5.07M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 25 $4M
2023 1 14 $5M
2024 1 12 $5M

Brennan & Wasden, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$431K
Employer EIN581852036
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Brennan & Wasden, LLC Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Brennan & Wasden, LLC Profit Sharing Plan, Total assets ($B): 0.004566366 · Participants: 14Brennan & Wasden, LLC Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Brennan & Wasden, LLC Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Brennan & Wasden, LLC Profit Sharing Plan side-by-side with 3 peers →

Brennan & Wasden, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Roesling Nakamura Terada Architects, Inc. 401(k) Plan in CA ($5M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M 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.

Frequently Asked Questions

How did Brennan & Wasden, LLC Profit Sharing Plan assets move in 2023? ▼
Brennan & Wasden, LLC Profit Sharing Plan grew at a solid clip - up 10.4% during 2023, from $4M to $5M. Reported net income was $431K.
How have Brennan & Wasden, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brennan & Wasden, LLC's sponsor-wide assets grew 22.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Brennan & Wasden, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roesling Nakamura Terada Architects, Inc. 401(k) Plan in CA ($5M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Brennan & Wasden, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 581852036.

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.