401(k) · DOL Form 5500 · 2024

Brody and Associates PA 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
35th
Percentile by assets National rank
$126,815
Avg per participant Near avg balance/head
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Official DOL plan name: Brody and Associates PA 401(k) Profit Sharing Plan & Trust · Sponsored by Brody and Associates PA · Florida · Professional & Technical Services

$3M in assets, 26 participants

Brody and Associates PA's Brody and Associates PA 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,470 in Professional & Technical Services (20,173 peers)

Brody and Associates PA multi-year trail

Brody and Associates PA's plans moved +36.5% in assets from 2022 to 2024; this filing shows Brody and Associates PA 401(k) Profit Sharing Plan & Trust at $3M / 26 participants.

#6,470
in Professional & Technical Services (20,173 peers)
+15.4%
assets growth YoY

Brody and Associates PA 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Brody and Associates PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,297,181 35th percentile higher than 35% 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

Brody and Associates PA 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brody and Associates PA 401(k) Profit Sharing Plan & Trust is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brody and Associates PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Brody and Associates PA 401(k) Profit Sharing Plan & Trust reported participants fell from 27 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 650538367 · Brody and Associates PA PY 2024 · 401(k)

Brody and Associates PA 401(k) Profit Sharing Plan & Trust · $3M · 26 · 35th

  • ASSETS $3M
  • ASSETS 26
  • ASSETS 35th
  • ASSETS 401(k)
  • ASSETS near Ventura Wealth Management Profit Sharing Plan
  • ASSETS ind #6470

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 Florida →

Brody and Associates PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Brody and Associates PA 401(k) Profit Sharing Plan & TrustBrody and Associates PA 401(…$3MVentura Wealth Management Profit Sharing PlanVentura Wealth Management Pr…$3MSchaefer & Bierlein Inc Profit Sharing 401(k) PlanSchaefer & Bierlein Inc Prof…$3MFtr, Ltd. 401(k) Plan$3MSawyer Manufacturing Company 401(k) PlanSawyer Manufacturing Company…$3M
End-of-year total assets ($M) among Brody and Associates PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Brody and Associates PA multi-year asset trail

Sponsor-wide plan assets over time

All Brody and Associates PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 36.504533134169925% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.42M $3.3M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 24 $2M
2023 1 27 $3M
2024 1 26 $3M

Brody and Associates PA filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$440K
Employer EIN650538367
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Brody and Associates PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Brody and Associates PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003297181 · Participants: 26Brody and Associates PA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Brody and Associates PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Brody and Associates PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Brody and Associates PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ventura Wealth Management Profit Sharing Plan in PA ($3M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Brody and Associates PA 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Brody and Associates PA 401(k) Profit Sharing Plan & Trust grew sharply - up 15.4% during 2024, from $3M to $3M. Reported net income was $440K.
How have Brody and Associates PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brody and Associates PA's sponsor-wide assets grew 36.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Brody and Associates PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ventura Wealth Management Profit Sharing Plan in PA ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Brody and Associates PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 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 650538367.

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.