Profit Sharing · DOL Form 5500 · 2023

Z&a Brown Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$878K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$439,060
Avg per participant High balance/head
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Official DOL plan name: Z&a Brown Enterprises, Inc. Retirement Plan · Sponsored by Z&a Brown Enterprises, Inc. · Texas · Other Services

$878K in assets, 2 participants

Z&a Brown Enterprises, Inc.'s Z&a Brown Enterprises, Inc. Retirement Plan reported $878K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,645 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Z&a Brown Enterprises, Inc. Retirement Plan ranks #3,645 of 7,857 2023 filers by assets (2286% of the sector average)-$878K for 2 participants.

#3,645
in Other Services (7,857 peers)
+40.3%
assets growth YoY

Z&a Brown Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Z&a Brown Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$878,119 23rd percentile higher than 23% 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

Z&a Brown Enterprises, Inc. Retirement 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. Z&a Brown Enterprises, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Z&a Brown Enterprises, Inc. Retirement Plan reported net income rose from $13K in the plan year 2022 filing to $252K in the plan year 2023 filing.
  • Z&a Brown Enterprises, Inc. Retirement Plan end-of-year assets rose from $626K in the plan year 2022 filing to $878K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 813739505 · Z&a Brown Enterprises, Inc. PY 2023 · Profit Sharing

Z&a Brown Enterprises, Inc. Retirement Plan · $878K · 2 · 23rd

  • NET $878K
  • BOOK 2
  • VS-ST 23rd
  • BOY Profit Sharing
  • SCH near Santa Rita Steel & Hardware Company Profit Sharing Plan
  • EBSA ind #3645

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 Other Services retirement plans → · Plans in Texas →

Z&a Brown Enterprises, Inc. Retirement Plan in the asset neighbourhood

Z&a Brown Enterprises, Inc. Retirement PlanZ&a Brown Enterprises, Inc. …$878KSanta Rita Steel & Hardware Company Profit Sharing PlanSanta Rita Steel & Hardware …$878KCaratini-Flores Retirement PlanCaratini-Flores Retirement P…$878KJahja Ling Profit Sharing Keogh PlanJahja Ling Profit Sharing Ke…$878KPine Bluff Auditorium Complex Commission Profit Sharing PlanPine Bluff Auditorium Comple…$878K
End-of-year total assets ($M) among Z&a Brown Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$626K
Net Assets (End of Year)$878K
Net Income$252K
Employer EIN813739505
Plan Effective Date2016-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Z&a Brown Enterprises, Inc.)

Sponsor-wide plan assets over time

All Z&a Brown Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$994K 58.821763122798885% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.63M $0.99M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 2 $626K
2023 1 2 $878K
2024 1 3 $994K

Nearby Profit Sharing Plans in Texas

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

Z&a Brown Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Z&a Brown Enterprises, Inc. Retirement Plan, Total assets ($B): 0.000878119 · Participants: 2Z&a Brown Enterprises, Inc. Retirement 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
Z&a Brown Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Z&a Brown Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Z&a Brown Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Santa Rita Steel & Hardware Company Profit Sharing Plan in AZ ($878K); 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 Z&a Brown Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Z&a Brown Enterprises, Inc. Retirement Plan surged - up 40.3% during 2023, from $626K to $878K. Reported net income was $252K.
How have Z&a Brown Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Z&a Brown Enterprises, Inc.'s sponsor-wide assets grew 58.8%, from $626K to $994K.
Where does Z&a Brown Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Z&a Brown Enterprises, Inc. Retirement Plan ranks in the 23rd 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 Z&a Brown Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Santa Rita Steel & Hardware Company Profit Sharing Plan in AZ ($878K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Z&a Brown Enterprises, Inc. Retirement 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 813739505.

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.