401(k) · DOL Form 5500 · 2023

Bragg Investment Company, Inc. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
760
Participants Near avg headcount
89th
Percentile by assets National rank
$96,179
Avg per participant Below avg balance/head
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Official DOL plan name: Bragg Investment Company, Inc. Employee Savings Plan · Sponsored by Bragg Investment Company, Inc. · California · Construction

$73M in assets, 760 participants

Bragg Investment Company, Inc.'s Bragg Investment Company, Inc. Employee Savings Plan reported $73M in total assets and 760 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,851 in Construction (9,030 peers)

Where Bragg Investment Company, Inc. Employee Savings Plan sits by assets

Bragg Investment Company, Inc. Employee Savings Plan sits in the top quartile of all filed plans by assets, $73M for 760 participants (~$96,179/participant), up 17.6% in 2023.

#7,851
in Construction (9,030 peers)
+17.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Bragg Investment Company, Inc. Employee Savings Plan's outsized position by total assets

Bragg Investment Company, Inc. Employee Savings Plan vs every filed plan by assets

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

$73,095,953 Top 11% higher than 89% 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

Bragg Investment Company, Inc. Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bragg Investment Company, Inc. Employee Savings Plan sits mid-pack in the medium band (760 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bragg Investment Company, Inc. Employee Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Bragg Investment Company, Inc. Employee Savings Plan end-of-year assets rose from $62M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Bragg Investment Company, Inc. Employee Savings Plan reported participants rose from 752 in the plan year 2022 filing to 760 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953565032 · Bragg Investment Company, Inc. PY 2023 · 401(k)

Bragg Investment Company, Inc. Employee Savings Plan · $73M · 760 · 89th

  • VS-ST $73M
  • BOY 760
  • SCH 89th
  • EBSA 401(k)
  • PART near Vita-Mix Companies 401(k) Plan
  • TYPE ind #7851

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 Construction retirement plans → · Plans in California →

Bragg Investment Company, Inc. Employee Savings Plan in the asset neighbourhood

Bragg Investment Company, Inc. Employee Savings PlanBragg Investment Company, In…$73MVita-Mix Companies 401(k) PlanVita-Mix Companies 401(k) Pl…$73MCurtis, Mallet-Prevost, Colt & Mosle LLP 401(k) Plan for Associates, Staff and PartnersCurtis, Mallet-Prevost, Colt…$73MHutchinson Health Retirement Savings PlanHutchinson Health Retirement…$73MBilly Graham Evangelistic Association 401(k) Retirement PlanBilly Graham Evangelistic As…$73M
End-of-year total assets ($M) among Bragg Investment Company, Inc. Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$73M
Net Income$11M
Employer EIN953565032
Plan Effective Date1972-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bragg Investment Company, Inc.)

Sponsor-wide plan assets over time

All Bragg Investment Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$86M 38.14668590218613% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $62.2M $85.9M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 752 $62M
2023 1 760 $73M
2024 1 762 $86M

Nearby 401(k) Plans in California

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

Bragg Investment Company, Inc. Employee Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bragg Investment Company, Inc. Employee Savings Plan, Total assets ($B): 0.073095953 · Participants: 760Bragg Investment Company, Inc. Employee Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bragg Investment Company, Inc. Employee Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bragg Investment Company, Inc. Employee Savings Plan side-by-side with 3 peers →

Bragg Investment Company, Inc. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vita-Mix Companies 401(k) Plan in OH ($73M); by covered participants it is Clarins USA, Inc. 401(k) Plan in NY (760 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (760 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 Bragg Investment Company, Inc. Employee Savings Plan assets move in 2023? ▼
Bragg Investment Company, Inc. Employee Savings Plan grew sharply - up 17.6% during 2023, from $62M to $73M. Reported net income was $11M.
How have Bragg Investment Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bragg Investment Company, Inc.'s sponsor-wide assets grew 38.1%, from $62M to $86M.
Where does Bragg Investment Company, Inc. Employee Savings Plan rank by assets among Form 5500 filers? ▼
Bragg Investment Company, Inc. Employee Savings Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bragg Investment Company, Inc. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vita-Mix Companies 401(k) Plan in OH ($73M, 752 participants).
Which 401(k) plans cover a similar participant headcount to Bragg Investment Company, Inc. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clarins USA, Inc. 401(k) Plan in NY (760 participants, $44M 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 953565032.

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.