401(k) · DOL Form 5500 · 2024

J.M. Brennan, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
39
Participants Small participant base
53rd
Percentile by assets National rank
$230,387
Avg per participant Above avg balance/head
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Official DOL plan name: J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan · Sponsored by J.M. Brennan, Inc. · Wisconsin · Construction

$9M in assets, 39 participants

J.M. Brennan, Inc.'s J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan reported $9M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #4,685 in Construction (9,039 peers)

2024 asset change

J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan grew at a solid clip 10.2% in 2024 ($8M → $9M) for 39 participants.

#4,685
in Construction (9,039 peers)
+10.2%
assets growth YoY

J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan's mid-pack asset rank among Construction and all filers

J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,985,080 Top 47% higher than 53% of 123,620 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 2024

J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan is a small filing (39 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 390787820 · J.M. Brennan, Inc. PY 2024 · 401(k)

J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan · $9M · 39 · 53rd

  • EBSA $9M
  • PART 39
  • TYPE 53rd
  • NET 401(k)
  • BOOK near Universal Athletic Services, Inc. 401(k) Retirement Plan
  • VS-ST ind #4685

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 Construction retirement plans → · Plans in Wisconsin →

J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan in the asset neighbourhood

J.M. Brennan, Inc. Non-Union Employee Profit Sharing PlanJ.M. Brennan, Inc. Non-Union…$9MUniversal Athletic Services, Inc. 401(k) Retirement PlanUniversal Athletic Services,…$9MEqual Justice Initiative Retirement Savings PlanEqual Justice Initiative Ret…$9MKamet 401(k) Plan$9MSoutheastern Plastic Surgery, Inc. 401(k) PlanSoutheastern Plastic Surgery…$9M
End-of-year total assets ($M) among J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$830K
Employer EIN390787820
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan, Total assets ($B): 0.00898508 · Participants: 39J.M. Brennan, Inc. Non-Union Employee Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan side-by-side with 3 peers →

J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Universal Athletic Services, Inc. 401(k) Retirement Plan in MT ($9M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan assets move in 2024? ▼
J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan grew at a solid clip - up 10.2% during 2024, from $8M to $9M. Reported net income was $830K.
Which 401(k) plans are similar in size to J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Universal Athletic Services, Inc. 401(k) Retirement Plan in MT ($9M, 68 participants).
Which 401(k) plans cover a similar participant headcount to J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390787820.

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.