401(k) · DOL Form 5500 · 2023

Brewer Oil Co. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
321
Participants Below avg headcount
56th
Percentile by assets National rank
$27,034
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brewer Oil Co. Savings Plan · Sponsored by Brewer Oil Co. · New Mexico · Wholesale Trade

$9M in assets, 321 participants

Brewer Oil Co.'s Brewer Oil Co. Savings Plan reported $9M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,938 in Wholesale Trade (6,309 peers)

Brewer Oil Co. multi-year trail

Brewer Oil Co.'s plans moved -12.1% in assets from 2022 to 2024; this filing shows Brewer Oil Co. Savings Plan at $9M / 321 participants.

#2,938
in Wholesale Trade (6,309 peers)
+27.9%
assets growth YoY

Brewer Oil Co. Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Brewer Oil Co. Savings Plan vs every filed plan by assets

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

$8,677,912 Top 44% higher than 56% 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

Brewer Oil Co. Savings 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. Brewer Oil Co. Savings Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brewer Oil Co. Savings Plan reported net income rose from $337K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Brewer Oil Co. Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Brewer Oil Co. Savings Plan reported participants rose from 307 in the plan year 2022 filing to 321 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 850223835 · Brewer Oil Co. PY 2023 · 401(k)

Brewer Oil Co. Savings Plan · $9M · 321 · 56th

  • BOY $9M
  • SCH 321
  • EBSA 56th
  • PART 401(k)
  • TYPE near Orbis Holdings Group, LLC 401(k) Savings & Investment Plan
  • NET ind #2938

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 Wholesale Trade retirement plans → · Plans in New Mexico →

Brewer Oil Co. Savings Plan in the asset neighbourhood

Brewer Oil Co. Savings Plan$9MOrbis Holdings Group, LLC 401(k) Savings & Investment PlanOrbis Holdings Group, LLC 40…$9MKensington Investment Company, Inc. 401(k) PlanKensington Investment Compan…$9MPlexon Inc. 401(k) Plan$9MMnj 401(k) Savings Plan$9M
End-of-year total assets ($M) among Brewer Oil Co. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brewer Oil Co. multi-year asset trail

Sponsor-wide plan assets over time

All Brewer Oil Co. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 12.145510216174833% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.78M $5.96M ▼ -12.1%
Year Plans Participants Total Assets
2022 1 307 $7M
2023 1 321 $9M
2024 1 339 $6M

Brewer Oil Co. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN850223835
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Brewer Oil Co. Savings Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Brewer Oil Co. Savings Plan, Total assets ($B): 0.008677912 · Participants: 321Brewer Oil Co. Savings PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Brewer Oil Co. Savings Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants

Brewer Oil Co. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Orbis Holdings Group, LLC 401(k) Savings & Investment Plan in MI ($9M); by covered participants it is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Brewer Oil Co. Savings Plan assets move in 2023?
Brewer Oil Co. Savings Plan grew sharply - up 27.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have Brewer Oil Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Brewer Oil Co.'s sponsor-wide assets declined 12.1%, from $7M to $6M.
Which 401(k) plans are similar in size to Brewer Oil Co. Savings Plan?
Among 401(k) plans in other states, the closest by assets is Orbis Holdings Group, LLC 401(k) Savings & Investment Plan in MI ($9M, 343 participants).
Which 401(k) plans cover a similar participant headcount to Brewer Oil Co. Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants, $4M in assets).