Profit Sharing · DOL Form 5500 · 2024

Brennan Jacobs, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$358,502
Avg per participant High balance/head
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Official DOL plan name: Brennan Jacobs, Inc. Profit Sharing Plan · Sponsored by Brennan Jacobs, Inc. · Tennessee · Other Services

$1M in assets, 3 participants

Brennan Jacobs, Inc.'s Brennan Jacobs, Inc. Profit Sharing Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,699 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Brennan Jacobs, Inc. Profit Sharing Plan ranks #3,699 of 7,719 2024 filers by assets (1866% of the sector average)-$1M for 3 participants.

#3,699
in Other Services (7,719 peers)
+66.1%
assets growth YoY

Brennan Jacobs, Inc. Profit Sharing Plan among the smaller filed plans by assets

Brennan Jacobs, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,075,507 24th percentile higher than 24% 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

Brennan Jacobs, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brennan Jacobs, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brennan Jacobs, Inc. Profit Sharing Plan reported net income rose from -$212K in the plan year 2023 filing to $428K in the plan year 2024 filing.
  • Brennan Jacobs, Inc. Profit Sharing Plan end-of-year assets rose from $648K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 273017932 · Brennan Jacobs, Inc. PY 2024 · Profit Sharing

Brennan Jacobs, Inc. Profit Sharing Plan · $1M · 3 · 24th

  • BOY $1M
  • BOY 3
  • BOY 24th
  • BOY Profit Sharing
  • BOY near Hvac Solutions, Inc. 401(k) Plan and Trust
  • BOY ind #3699

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 Other Services retirement plans → · Plans in Tennessee →

Brennan Jacobs, Inc. Profit Sharing Plan in the asset neighbourhood

Brennan Jacobs, Inc. Profit Sharing PlanBrennan Jacobs, Inc. Profit …$1MUroped Medical, P.S.C. Retirement PlanUroped Medical, P.S.C. Retir…$1MHvac Solutions, Inc. 401(k) Plan and TrustHvac Solutions, Inc. 401(k) …$1MFalk & Klebanoff, P.C. Retirement PlanFalk & Klebanoff, P.C. Retir…$1MMichael a. Torchia, Cpa, PC 401(k) Profit Sharing PlanMichael a. Torchia, Cpa, PC …$1M
End-of-year total assets ($M) among Brennan Jacobs, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$648K
Net Assets (End of Year)$1M
Net Income$428K
Employer EIN273017932
Plan Effective Date2010-07-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Brennan Jacobs, Inc.)

Sponsor-wide plan assets over time

All Brennan Jacobs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 25.12457114137763% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.86M $1.08M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 3 $860K
2023 1 3 $648K
2024 1 3 $1M

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Brennan Jacobs, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Brennan Jacobs, Inc. Profit Sharing Plan, Total assets ($M): 1.075507 · Participants: 3Brennan Jacobs, Inc. Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
Brennan Jacobs, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Brennan Jacobs, Inc. Profit Sharing Plan side-by-side with 3 peers →

Brennan Jacobs, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Hvac Solutions, Inc. 401(k) Plan and Trust in CO ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Brennan Jacobs, Inc. Profit Sharing Plan assets move in 2024? ▼
Brennan Jacobs, Inc. Profit Sharing Plan surged - up 66.1% during 2024, from $648K to $1M. Reported net income was $428K.
How have Brennan Jacobs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brennan Jacobs, Inc.'s sponsor-wide assets grew 25.1%, from $860K to $1M.
Where does Brennan Jacobs, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Brennan Jacobs, Inc. Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Brennan Jacobs, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hvac Solutions, Inc. 401(k) Plan and Trust in CO ($1M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Brennan Jacobs, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 273017932.

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.