401(k) · DOL Form 5500 · 2024

Brookwood Associates, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
11
Participants Small participant base
38th
Percentile by assets National rank
$356,999
Avg per participant High balance/head
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Official DOL plan name: Brookwood Associates, LLC 401(k) Retirement Plan · Sponsored by Brookwood Associates, LLC · Georgia · Finance & Insurance

$4M in assets, 11 participants

Brookwood Associates, LLC's Brookwood Associates, LLC 401(k) Retirement Plan reported $4M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,151 in Finance & Insurance (8,549 peers)

Brookwood Associates, LLC multi-year trail

Brookwood Associates, LLC's plans moved +30.0% in assets from 2022 to 2024; this filing shows Brookwood Associates, LLC 401(k) Retirement Plan at $4M / 11 participants.

#2,151
in Finance & Insurance (8,549 peers)
+13.3%
assets growth YoY

Brookwood Associates, LLC 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Brookwood Associates, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$3,926,989 38th percentile higher than 38% 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

Brookwood Associates, LLC 401(k) Retirement 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. Brookwood Associates, LLC 401(k) Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brookwood Associates, LLC 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Brookwood Associates, LLC 401(k) Retirement Plan reported participants fell from 12 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 582587928 · Brookwood Associates, LLC PY 2024 · 401(k)

Brookwood Associates, LLC 401(k) Retirement Plan · $4M · 11 · 38th

  • PCT $4M
  • PCT 11
  • PCT 38th
  • PCT 401(k)
  • PCT near Abriter Law 401(k) Profit Sharing Plan and Trust
  • PCT ind #2151

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 Finance & Insurance retirement plans → · Plans in Georgia →

Brookwood Associates, LLC 401(k) Retirement Plan in the asset neighbourhood

Brookwood Associates, LLC 401(k) Retirement PlanBrookwood Associates, LLC 40…$4MAbriter Law 401(k) Profit Sharing Plan and TrustAbriter Law 401(k) Profit Sh…$4MRandall Noe Auto Group 401(k)$4MWaterway Partners LLC 401(k) Profit Sharing Plan & TrustWaterway Partners LLC 401(k)…$4MCavanaugh Machine Works, Inc. Savings & Retirement PlanCavanaugh Machine Works, Inc…$4M
End-of-year total assets ($M) among Brookwood Associates, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Brookwood Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Brookwood Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.99641821954394% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.02M $3.93M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 12 $3M
2024 1 11 $4M

Brookwood Associates, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$462K
Employer EIN582587928
Plan Effective Date2001-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Brookwood Associates, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Brookwood Associates, LLC 401(k) Retirement Plan, Total assets ($B): 0.003926989 · Participants: 11Brookwood Associates, LLC 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Brookwood Associates, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Brookwood Associates, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Brookwood Associates, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Abriter Law 401(k) Profit Sharing Plan and Trust in MN ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Brookwood Associates, LLC 401(k) Retirement Plan assets move in 2024? ▼
Brookwood Associates, LLC 401(k) Retirement Plan grew at a solid clip - up 13.3% during 2024, from $3M to $4M. Reported net income was $462K.
How have Brookwood Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookwood Associates, LLC's sponsor-wide assets grew 30.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Brookwood Associates, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abriter Law 401(k) Profit Sharing Plan and Trust in MN ($4M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Brookwood Associates, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 582587928.

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.