401(k) · DOL Form 5500 · 2023

Brown Sims, P.C. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
147
Participants Small participant base
71st
Percentile by assets National rank
$126,294
Avg per participant Near avg balance/head
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Official DOL plan name: Brown Sims, P.C. 401(k) Plan · Sponsored by Brown Sims, P.C. · Texas · Professional & Technical Services

$19M in assets, 147 participants

Brown Sims, P.C.'s Brown Sims, P.C. 401(k) Plan reported $19M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,391 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Brown Sims, P.C. 401(k) Plan covers 147 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#14,391
in Professional & Technical Services (20,321 peers)
+26.7%
assets growth YoY

Brown Sims, P.C. 401(k) Plan's outsized position by total assets

Brown Sims, P.C. 401(k) Plan vs every filed plan by assets

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

$18,565,197 Top 29% higher than 71% 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 Sims, P.C. 401(k) 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 Sims, P.C. 401(k) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown Sims, P.C. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Brown Sims, P.C. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Brown Sims, P.C. 401(k) Plan reported participants rose from 125 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742073784 · Brown Sims, P.C. PY 2023 · 401(k)

Brown Sims, P.C. 401(k) Plan · $19M · 147 · 71st

  • EOY $19M
  • EOY 147
  • EOY 71st
  • EOY 401(k)
  • EOY near Luminate Home Loans Retirement Plan
  • EOY ind #14391

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 Texas →

Brown Sims, P.C. 401(k) Plan in the asset neighbourhood

Brown Sims, P.C. 401(k) Plan$19MLuminate Home Loans Retirement PlanLuminate Home Loans Retireme…$19MHagley Museum & Library 403(b) PlanHagley Museum & Library 403(…$19MFreeman Spogli & Co. Inc. Profit Sharing and Savings PlanFreeman Spogli & Co. Inc. Pr…$19MHennepin Healthcare Research Institute 403(b) Savings PlanHennepin Healthcare Research…$19M
End-of-year total assets ($M) among Brown Sims, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN742073784
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown Sims, P.C.)

Sponsor-wide plan assets over time

All Brown Sims, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 51.806286888308826% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.7M $22.3M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 125 $15M
2023 1 147 $19M
2024 1 194 $22M

Nearby 401(k) Plans in Texas

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

Brown Sims, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Brown Sims, P.C. 401(k) Plan, Total assets ($B): 0.018565197 · Participants: 147Brown Sims, P.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Brown Sims, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Brown Sims, P.C. 401(k) Plan side-by-side with 3 peers →

Brown Sims, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Luminate Home Loans Retirement Plan in MN ($19M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

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 Sims, P.C. 401(k) Plan assets move in 2023? ▼
Brown Sims, P.C. 401(k) Plan grew sharply - up 26.7% during 2023, from $15M to $19M. Reported net income was $4M.
How have Brown Sims, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown Sims, P.C.'s sponsor-wide assets grew 51.8%, from $15M to $22M.
Which 401(k) plans are similar in size to Brown Sims, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Luminate Home Loans Retirement Plan in MN ($19M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Brown Sims, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 742073784.

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.