401(k) · DOL Form 5500 · 2023

Brooks Pierce Mclendon Humphrey & Leonard, LLP 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
156
Participants Small participant base
93rd
Percentile by assets National rank
$904,364
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brooks Pierce Retirement and Savings Plan · Sponsored by Brooks Pierce Mclendon Humphrey & Leonard, LLP · North Carolina · Professional & Technical Services

$141M in assets, 156 participants

Brooks Pierce Mclendon Humphrey & Leonard, LLP's Brooks Pierce Retirement and Savings Plan reported $141M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,197 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Brooks Pierce Retirement and Savings Plan covers 156 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $141M.

#19,197
in Professional & Technical Services (20,321 peers)
+8.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Brooks Pierce Retirement and Savings Plan's outsized position by total assets

Brooks Pierce Retirement and Savings Plan vs every filed plan by assets

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

$141,080,827 Top 7% higher than 93% 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

Brooks Pierce Retirement and 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. Brooks Pierce Retirement and Savings Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brooks Pierce Retirement and Savings Plan reported net income rose from -$24M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Brooks Pierce Retirement and Savings Plan end-of-year assets rose from $130M in the plan year 2022 filing to $141M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560561489 · Brooks Pierce Mclendon Humphrey & Leonard, LLP PY 2023 · 401(k)

Brooks Pierce Retirement and Savings Plan · $141M · 156 · 93rd

  • PHOTO $141M
  • IND 156
  • EOY 93rd
  • 5500 401(k)
  • ASSETS near Varex Imaging Corporation 401(k) Retirement Plan
  • PCT ind #19197

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 North Carolina →

Brooks Pierce Retirement and Savings Plan in the asset neighbourhood

Advancedhealth 401(k) Profit Sharing PlanAdvancedhealth 401(k) Profit…$141MBrooks Pierce Retirement and Savings PlanBrooks Pierce Retirement and…$141MVarex Imaging Corporation 401(k) Retirement PlanVarex Imaging Corporation 40…$141MCompassus 401(k) Plan$141MSuper Store Industries 401(k) PlanSuper Store Industries 401(k…$141M
End-of-year total assets ($M) among Brooks Pierce Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$141M
Net Income$11M
Employer EIN560561489
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brooks Pierce Mclendon Humphrey & Leonard, LLP)

Sponsor-wide plan assets over time

All Brooks Pierce Mclendon Humphrey & Leonard, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$155M 19.396642741496446% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $130M $155M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 155 $130M
2023 1 156 $141M
2024 1 185 $155M

Nearby 401(k) Plans in North Carolina

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

Brooks Pierce Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Brooks Pierce Retirement and Savings Plan, Total assets ($B): 0.141080827 · Participants: 156Brooks Pierce Retirement and Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Brooks Pierce Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Brooks Pierce Retirement and Savings Plan side-by-side with 3 peers →

Brooks Pierce Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Varex Imaging Corporation 401(k) Retirement Plan in UT ($141M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($141M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Brooks Pierce Retirement and Savings Plan assets move in 2023? ▼
Brooks Pierce Retirement and Savings Plan grew at a solid clip - up 8.9% during 2023, from $130M to $141M. Reported net income was $11M.
How have Brooks Pierce Mclendon Humphrey & Leonard, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brooks Pierce Mclendon Humphrey & Leonard, LLP's sponsor-wide assets grew 19.4%, from $130M to $155M.
Where does Brooks Pierce Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Brooks Pierce Retirement and Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Brooks Pierce Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Varex Imaging Corporation 401(k) Retirement Plan in UT ($141M, 1,360 participants).
Which 401(k) plans cover a similar participant headcount to Brooks Pierce Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 560561489.

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.