401(k) · DOL Form 5500 · 2023

Bragg Investment Company, Inc. 401(k) Plan

Data updated 2026-08-11

$73M
Total assets: 760
Participants: 89th
Percentile by assets: $96,179
Avg per participant

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.

89th percentile by assets (of 127,072 plans)
#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.

$73M
total plan assets (2023 EOY): 760
covered participants: 89th
percentile by assets (of 127,072 plans): $96,179
avg assets per participant

Where Bragg Investment Company, Inc. Employee Savings Plan sits 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

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 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 →

State

California

Industry

Construction

Bragg Investment Company, Inc. Employee Savings Plan vs the 2023 asset distribution

By assets, Bragg Investment Company, Inc. Employee Savings Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$62M
Net Assets (End of Year)	$73M
Net Income	$11M
Employer EIN	953565032
Plan Effective Date	1972-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bragg Investment Company, Inc.)

Total plan assets by year, all Bragg Investment Company, Inc. plans on file

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

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Bragg Investment Company, Inc. Employee … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bragg Investment Company, Inc. Employee Savings Plan by total assets, not by location.

Vita-Mix Companies 401(k) Plan (OH) $73M · 752
Curtis, Mallet-Prevost, Colt & Mosle LLP 401(k) Plan for Associates, Staff and Partners (NY) $73M · 146
Hutchinson Health Retirement Savings Plan (MN) $73M · 666
Billy Graham Evangelistic Association 401(k) Retirement Plan (NC) $73M · 602

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).

Next read for Bragg Investment Company, Inc. Employee …

Scale reading

Ways to act on Bragg Investment Company, Inc. Employee Savings Plan's numbers.

By total assets, Bragg Investment Company, Inc. Employee Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Bragg Investment Company, Inc.'s sponsor-wide assets have grown 38.1% since 2022 across 3 plan years on file. More Construction plans

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.