401(k) · DOL Form 5500 · 2023

Brown & Joseph, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
844
Participants Near avg headcount
75th
Percentile by assets National rank
$26,594
Avg per participant Low balance/head
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Official DOL plan name: Brown & Joseph, LLC 401(k) Retirement Plan · Sponsored by Brown & Joseph, LLC · Illinois · Professional & Technical Services

$22M in assets, 844 participants

Brown & Joseph, LLC's Brown & Joseph, LLC 401(k) Retirement Plan reported $22M in total assets and 844 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,196 in Professional & Technical Services (20,321 peers)

Where Brown & Joseph, LLC 401(k) Retirement Plan sits by assets

Brown & Joseph, LLC 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $22M for 844 participants (~$26,594/participant), up 1701.9% in 2023.

#15,196
in Professional & Technical Services (20,321 peers)
+1701.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Brown & Joseph, LLC 401(k) Retirement Plan's outsized position by total assets

Brown & Joseph, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$22,445,515 Top 25% higher than 75% 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

Brown & Joseph, LLC 401(k) Retirement 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. Brown & Joseph, LLC 401(k) Retirement Plan sits mid-pack in the medium band (844 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown & Joseph, LLC 401(k) Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Brown & Joseph, LLC 401(k) Retirement Plan reported participants rose from 217 in the plan year 2022 filing to 844 in the plan year 2023 filing.
  • Brown & Joseph, LLC 401(k) Retirement Plan reported net income rose from $503K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 824103407 · Brown & Joseph, LLC PY 2023 · 401(k)

Brown & Joseph, LLC 401(k) Retirement Plan · $22M · 844 · 75th

  • VS-ST $22M
  • BOY 844
  • SCH 75th
  • EBSA 401(k)
  • PART near Mocean Retirement Plan
  • TYPE ind #15196

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 Illinois →

Brown & Joseph, LLC 401(k) Retirement Plan in the asset neighbourhood

Brown & Joseph, LLC 401(k) Retirement PlanBrown & Joseph, LLC 401(k) R…$22MMocean Retirement Plan$22MTechlaw Consultants, Inc. Profit Sharing 401(k) PlanTechlaw Consultants, Inc. Pr…$22MWhitsons Food Service Corp. 401(k) PlanWhitsons Food Service Corp. …$22MAmerican Tcs 401(k) Pooled Employer PlanAmerican Tcs 401(k) Pooled E…$22M
End-of-year total assets ($M) among Brown & Joseph, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN824103407
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown & Joseph, LLC)

Sponsor-wide plan assets over time

All Brown & Joseph, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 3622.274875048768% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $1.25M $46.4M ▲ +3609.6%
Year Plans Participants Total Assets
2022 1 217 $1M
2023 1 844 $22M
2024 1 1,443 $46M

Nearby 401(k) Plans in Illinois

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

Brown & Joseph, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Brown & Joseph, LLC 401(k) Retirement Plan, Total assets ($B): 0.022445515 · Participants: 844Brown & Joseph, LLC 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Brown & Joseph, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Brown & Joseph, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Brown & Joseph, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mocean Retirement Plan in CA ($22M); by covered participants it is Id. Me, Inc. 401(k) in VA (844 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (844 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 Brown & Joseph, LLC 401(k) Retirement Plan assets move in 2023? ▼
Brown & Joseph, LLC 401(k) Retirement Plan surged - up 1701.9% during 2023, from $1M to $22M. Reported net income was $1M.
How have Brown & Joseph, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown & Joseph, LLC's sponsor-wide assets grew 3622.3%, from $1M to $46M.
Where does Brown & Joseph, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Brown & Joseph, LLC 401(k) Retirement Plan ranks in the 75th 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 Brown & Joseph, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mocean Retirement Plan in CA ($22M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Brown & Joseph, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Id. Me, Inc. 401(k) in VA (844 participants, N/A 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 824103407.

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.