Profit Sharing · DOL Form 5500 · 2023

Brisa Investment Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$370K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$185,094
Avg per participant Above avg balance/head
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Official DOL plan name: Brisa Investment Group, Inc Profit Sharing Plan · Sponsored by Brisa Investment Group, Inc. · South Dakota · Administrative & Support Services

$370K in assets, 2 participants

Brisa Investment Group, Inc.'s Brisa Investment Group, Inc Profit Sharing Plan reported $370K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,493 in Administrative & Support Services (4,372 peers)

What the 2023 filing shows

Brisa Investment Group, Inc Profit Sharing Plan holds $370K for 2 participants - about $185,094 per participant, among the smaller plans by assets on file.

#1,493
in Administrative & Support Services (4,372 peers)
-3.3%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brisa Investment Group, Inc Profit Sharing Plan among the smaller filed plans by assets

Brisa Investment Group, Inc Profit Sharing Plan vs every filed plan by assets

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

$370,188 15th percentile higher than 15% 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

Brisa Investment Group, Inc 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. Brisa Investment Group, Inc 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

  • Brisa Investment Group, Inc Profit Sharing Plan reported net income fell from $46K in the plan year 2022 filing to -$13K in the plan year 2023 filing.
  • Brisa Investment Group, Inc Profit Sharing Plan end-of-year assets fell from $383K in the plan year 2022 filing to $370K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 263236841 · Brisa Investment Group, Inc. PY 2023 · Profit Sharing

Brisa Investment Group, Inc Profit Sharing Plan · $370K · 2 · 15th

  • SCH $370K
  • SCH 2
  • SCH 15th
  • SCH Profit Sharing
  • SCH near Ciba Management Company Profit Sharing Plan
  • SCH ind #1493

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 Administrative & Support Services retirement plans → · Plans in South Dakota →

Brisa Investment Group, Inc Profit Sharing Plan in the asset neighbourhood

Brisa Investment Group, Inc Profit Sharing PlanBrisa Investment Group, Inc …$370KCiba Management Company Profit Sharing PlanCiba Management Company Prof…$370KT.Y.C.B.B. Inc. Retirement PlanT.Y.C.B.B. Inc. Retirement P…$370K3mrana Corporation Profit Sharing Plan3mrana Corporation Profit Sh…$370KTripletdoublem, Inc. Retirement PlanTripletdoublem, Inc. Retirem…$370K
End-of-year total assets ($M) among Brisa Investment Group, Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$383K
Net Assets (End of Year)$370K
Net Income-$13K
Employer EIN263236841
Plan Effective Date2008-08-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Brisa Investment Group, Inc.)

Sponsor-wide plan assets over time

All Brisa Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$360K 5.930089510292246% vs 2022
2024 filing year
$0.35M$0.36M$0.37M$0.38M$0.39M 202220232024 $0.38M $0.36M ▼ -5.3%
Year Plans Participants Total Assets
2022 1 2 $383K
2023 1 2 $370K
2024 1 2 $360K

Nearby Profit Sharing Plans in South Dakota

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

Brisa Investment Group, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -50510152025 Total assets ($M) Participants Brisa Investment Group, Inc Profit Sharing Plan, Total assets ($M): 0.370188 · Participants: 2Brisa Investment Group, Inc Profit Sharing PlanValley Queen Company Stock Profit Sharing Plan and Trust, Total assets ($M): 21.306631 · Participants: 329Valley Queen Company Stock Profit Sharing Plan and TrustGpac, LLC 401(k) Plan, Total assets ($M): 18.40447 · Participants: 313Gpac, LLC 401(k) PlanHuron Area Center for Independence 403(b) Plan, Total assets ($M): 14.362649 · Participants: 216Huron Area Center for Independence 403(b) PlanFarmers State Bank of Parkston Profit-Sharing Plan, Total assets ($M): 9.598778 · Participants: 34Farmers State Bank of Parkston Profit-Sharing PlanTower Systems, Inc. Profit Sharing Plan, Total assets ($M): 4.266913 · Participants: 39Tower Systems, Inc. Profit Sharing Plan
Brisa Investment Group, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in South Dakota, assets vs. participants
Compare Brisa Investment Group, Inc Profit Sharing Plan side-by-side with 3 peers →

Brisa Investment Group, Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Dakota, the nearest Profit Sharing by assets is Ciba Management Company Profit Sharing Plan in MD ($370K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($370K here).

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 Brisa Investment Group, Inc Profit Sharing Plan assets move in 2023? ▼
Brisa Investment Group, Inc Profit Sharing Plan edged down modestly - down 3.3% during 2023, from $383K to $370K. Reported net income was -$13K.
How have Brisa Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brisa Investment Group, Inc.'s sponsor-wide assets declined 5.9%, from $383K to $360K.
Where does Brisa Investment Group, Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Brisa Investment Group, Inc Profit Sharing Plan ranks in the 15th 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 Brisa Investment Group, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ciba Management Company Profit Sharing Plan in MD ($370K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Brisa Investment Group, Inc 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 263236841.

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.