401(k) · DOL Form 5500 · 2024

Tweedy, Browne Company LLC 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
46
Participants Small participant base
89th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Tweedy, Browne Company LLC Profit Sharing Plan · Sponsored by Tweedy, Browne Company LLC · Connecticut · Finance & Insurance

$86M in assets, 46 participants

Tweedy, Browne Company LLC's Tweedy, Browne Company LLC Profit Sharing Plan reported $86M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,127 in Finance & Insurance (8,549 peers)

Where Tweedy, Browne Company LLC Profit Sharing Plan sits by assets

Tweedy, Browne Company LLC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $86M for 46 participants (~$1.9M/participant), up 5.2% in 2024.

#7,127
in Finance & Insurance (8,549 peers)
+5.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Tweedy, Browne Company LLC Profit Sharing Plan's outsized position by total assets

Tweedy, Browne Company LLC Profit Sharing Plan vs every filed plan by assets

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

$85,536,784 Top 11% higher than 89% 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

Tweedy, Browne Company LLC 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. Tweedy, Browne Company LLC Profit Sharing Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tweedy, Browne Company LLC Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Tweedy, Browne Company LLC Profit Sharing Plan end-of-year assets rose from $81M in the plan year 2023 filing to $86M in the plan year 2024 filing.
  • Tweedy, Browne Company LLC Profit Sharing Plan reported participants rose from 45 in the plan year 2023 filing to 46 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133381587 · Tweedy, Browne Company LLC PY 2024 · 401(k)

Tweedy, Browne Company LLC Profit Sharing Plan · $86M · 46 · 89th

  • EOY $86M
  • EOY 46
  • EOY 89th
  • EOY 401(k)
  • EOY near Valid Management LLC 401(k) Profit Sharing Plan
  • EOY ind #7127

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 Connecticut →

Tweedy, Browne Company LLC Profit Sharing Plan in the asset neighbourhood

Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing PlanJh Kelly Holdings LLC Non-Un…$86MValid Management LLC 401(k) Profit Sharing PlanValid Management LLC 401(k) …$86MHo-Chunk Nation 401(k) Plan & TrustHo-Chunk Nation 401(k) Plan …$86MTweedy, Browne Company LLC Profit Sharing PlanTweedy, Browne Company LLC P…$86MFullbloom Retirement Savings PlanFullbloom Retirement Savings…$86M
End-of-year total assets ($M) among Tweedy, Browne Company LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$86M
Net Income$4M
Employer EIN133381587
Plan Effective Date1976-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Tweedy, Browne Company LLC)

Sponsor-wide plan assets over time

All Tweedy, Browne Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$86M 16.784281124013827% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $73.2M $85.5M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 46 $73M
2023 1 45 $81M
2024 1 46 $86M

Nearby 401(k) Plans in Connecticut

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

Tweedy, Browne Company LLC Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tweedy, Browne Company LLC Profit Sharing Plan, Total assets ($B): 0.085536784 · Participants: 46Tweedy, Browne Company LLC Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Tweedy, Browne Company LLC Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Tweedy, Browne Company LLC Profit Sharing Plan side-by-side with 3 peers →

Tweedy, Browne Company LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Valid Management LLC 401(k) Profit Sharing Plan in TX ($86M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Tweedy, Browne Company LLC Profit Sharing Plan assets move in 2024? ▼
Tweedy, Browne Company LLC Profit Sharing Plan grew at a solid clip - up 5.2% during 2024, from $81M to $86M. Reported net income was $4M.
How have Tweedy, Browne Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tweedy, Browne Company LLC's sponsor-wide assets grew 16.8%, from $73M to $86M.
Where does Tweedy, Browne Company LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tweedy, Browne Company LLC Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tweedy, Browne Company LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valid Management LLC 401(k) Profit Sharing Plan in TX ($86M, 448 participants).
Which 401(k) plans cover a similar participant headcount to Tweedy, Browne Company LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westan Insurance Group 401(k) Plan in TN (46 participants, $6M 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 133381587.

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.