401(k) · DOL Form 5500 · 2023
The Brownstone Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $74,811
- Avg per participant Below avg balance/head
Official DOL plan name: Brownstone Group, Inc. 401(k) Plan · Sponsored by The Brownstone Group, Inc. · Texas · Management of Enterprises
$7M in assets, 95 participants
The Brownstone Group, Inc.'s Brownstone Group, Inc. 401(k) Plan reported $7M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #362 in Management of Enterprises (1,137 peers)
The Brownstone Group, Inc. multi-year trail
The Brownstone Group, Inc.'s plans moved +17.9% in assets from 2023 to 2024; this filing shows Brownstone Group, Inc. 401(k) Plan at $7M / 95 participants.
- #362
- in Management of Enterprises (1,137 peers)
- +25.6%
- assets growth YoY
Brownstone Group, Inc. 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers
Brownstone Group, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,107,031 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Brownstone Group, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brownstone Group, Inc. 401(k) Plan is a small filing (95 participants) on this national headcount ladder.
DOL schedule card
Filing strip 760667202 · The Brownstone Group, Inc. PY 2023 · 401(k)
Brownstone Group, Inc. 401(k) Plan · $7M · 95 · 51st
- IND $7M
- EOY 95
- 5500 51st
- ASSETS 401(k)
- PCT near Saunders & Associates, LLC 401(k) Profit Sharing Plan
- EIN ind #362
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 Management of Enterprises retirement plans → · Plans in Texas →
Brownstone Group, Inc. 401(k) Plan in the asset neighbourhood
The Brownstone Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Brownstone Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 17.922716250991446% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 95 | $7M |
| 2024 | 1 | 146 | $8M |
The Brownstone Group, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 760667202 |
| Plan Effective Date | 2001-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Brownstone Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Saunders & Associates, LLC 401(k) Profit Sharing Plan in AZ ($7M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 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.