Profit Sharing · DOL Form 5500 · 2023

David Bricker Profit Sharing Plan

Data updated 2026-08-25

$485K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$242,264
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: David Bricker Age Weighted Profit Sharing Plan · Sponsored by David Bricker · Texas · Finance & Insurance

$485K in assets, 2 participants

David Bricker's David Bricker Age Weighted Profit Sharing Plan reported $485K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #958 in Finance & Insurance (8,869 peers)

David Bricker multi-year trail

David Bricker's plans moved +42.4% in assets from 2022 to 2024; this filing shows David Bricker Age Weighted Profit Sharing Plan at $485K / 2 participants.

#958
in Finance & Insurance (8,869 peers)
+17.6%
assets growth YoY

David Bricker Age Weighted Profit Sharing Plan among the smaller filed plans by assets

David Bricker Age Weighted Profit Sharing Plan vs every filed plan by assets

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

$484,527 18th percentile higher than 18% 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

David Bricker Age Weighted 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. David Bricker Age Weighted Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David Bricker Age Weighted Profit Sharing Plan end-of-year assets rose from $412K in the plan year 2022 filing to $485K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 760320879 · David Bricker PY 2023 · Profit Sharing

David Bricker Age Weighted Profit Sharing Plan · $485K · 2 · 18th

  • PART $485K
  • PART 2
  • PART 18th
  • PART Profit Sharing
  • PART near Remarkably Made Enterprises Inc. Retirement Plan
  • PART ind #958

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 Finance & Insurance retirement plans → · Plans in Texas →

David Bricker Age Weighted Profit Sharing Plan in the asset neighbourhood

David Bricker Age Weighted Profit Sharing PlanDavid Bricker Age Weighted P…$485KRemarkably Made Enterprises Inc. Retirement PlanRemarkably Made Enterprises …$484KTurbo Research, Inc Profit Sharing PlanTurbo Research, Inc Profit S…$484KRc&b Holdings Corp. Profit Sharing PlanRc&b Holdings Corp. Profit S…$484KLance D. Green Dds, P.C. Retirement PlanLance D. Green Dds, P.C. Ret…$484K
End-of-year total assets ($M) among David Bricker Age Weighted Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

David Bricker multi-year asset trail

Sponsor-wide plan assets over time

All David Bricker plans reported in each filing year

Latest sponsor-wide plan assets
$587K 42.42327901078766% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.41M $0.59M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 2 $412K
2023 1 2 $485K
2024 1 2 $587K

David Bricker filing trail (2023)

Total Assets (Beginning of Year)$412K
Net Assets (End of Year)$485K
Employer EIN760320879
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

David Bricker Age Weighted Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants David Bricker Age Weighted Profit Sharing Plan, Total assets ($B): 0.000484527 · Participants: 2David Bricker Age Weighted Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
David Bricker Age Weighted Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare David Bricker Age Weighted Profit Sharing Plan side-by-side with 3 peers →

David Bricker Age Weighted Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Remarkably Made Enterprises Inc. Retirement Plan in NC ($484K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 David Bricker Age Weighted Profit Sharing Plan assets move in 2023? ▼
David Bricker Age Weighted Profit Sharing Plan grew sharply - up 17.6% during 2023, from $412K to $485K.
How have David Bricker plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Bricker's sponsor-wide assets grew 42.4%, from $412K to $587K.
Where does David Bricker Age Weighted Profit Sharing Plan rank by assets among Form 5500 filers? ▼
David Bricker Age Weighted Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to David Bricker Age Weighted Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Remarkably Made Enterprises Inc. Retirement Plan in NC ($484K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to David Bricker Age Weighted Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 760320879.

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.