Profit Sharing · DOL Form 5500 · 2023

Lorenzo Brown Inc Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
43rd
Percentile by assets National rank
$958,625
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lorenzo Brown Inc Profit Sharing Plan · Sponsored by Lorenzo Brown Inc · California · Healthcare & Social Assistance

$5M in assets, 5 participants

Lorenzo Brown Inc's Lorenzo Brown Inc Profit Sharing Plan reported $5M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,350 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Lorenzo Brown Inc Profit Sharing Plan holds $5M for 5 participants - about $958,625 per participant, in the lower half of filed plans by assets.

#8,350
in Healthcare & Social Assistance (17,684 peers)
+0.7%
assets growth YoY

Lorenzo Brown Inc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lorenzo Brown Inc Profit Sharing Plan vs every filed plan by assets

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

$4,793,124 43rd percentile higher than 43% 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

Lorenzo Brown 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. Lorenzo Brown Inc Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lorenzo Brown Inc Profit Sharing Plan reported net income fell from $608K in the plan year 2022 filing to $34K in the plan year 2023 filing.
  • Lorenzo Brown Inc Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953749078 · Lorenzo Brown Inc PY 2023 · Profit Sharing

Lorenzo Brown Inc Profit Sharing Plan · $5M · 5 · 43rd

  • 5500 $5M
  • ASSETS 5
  • PCT 43rd
  • EIN Profit Sharing
  • RANK near Northstar Mortgage Company Profit Sharing Plan
  • PHOTO ind #8350

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Lorenzo Brown Inc Profit Sharing Plan in the asset neighbourhood

M & O Enterprises, LLC Profit Sharing PlanM & O Enterprises, LLC Profi…$5MJohnson Goldberg & Brown, Ltd Profit Sharing PlanJohnson Goldberg & Brown, Lt…$5MLorenzo Brown Inc Profit Sharing PlanLorenzo Brown Inc Profit Sha…$5MNorthstar Mortgage Company Profit Sharing PlanNorthstar Mortgage Company P…$5MAbdallah E. Zamaria, M.D. & Barbara Henike, M.D., P.C. Employees Profit-Sharing Plan and TrustAbdallah E. Zamaria, M.D. & …$5M
End-of-year total assets ($M) among Lorenzo Brown 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)$5M
Net Assets (End of Year)$5M
Net Income$34K
Employer EIN953749078
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lorenzo Brown Inc)

Sponsor-wide plan assets over time

All Lorenzo Brown Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.802076894340353% vs 2022
2024 filing year
$4.7M$4.8M$4.9M$5M$5.1M$5.2M 202220232024 $4.76M $5.08M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 6 $5M
2023 1 5 $5M
2024 1 5 $5M

Nearby Profit Sharing Plans in California

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

Lorenzo Brown Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Lorenzo Brown Inc Profit Sharing Plan, Total assets ($B): 0.004793124 · Participants: 5Lorenzo Brown Inc Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Lorenzo Brown Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Lorenzo Brown Inc Profit Sharing Plan side-by-side with 3 peers →

Lorenzo Brown Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Northstar Mortgage Company Profit Sharing Plan in FL ($5M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Lorenzo Brown Inc Profit Sharing Plan assets move in 2023? ▼
Lorenzo Brown Inc Profit Sharing Plan held essentially flat - up 0.7% during 2023, from $5M to $5M. Reported net income was $34K.
How have Lorenzo Brown Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lorenzo Brown Inc's sponsor-wide assets grew 6.8%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Lorenzo Brown Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Northstar Mortgage Company Profit Sharing Plan in FL ($5M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Lorenzo Brown Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 953749078.

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.