401(k) · DOL Form 5500 · 2023

Brown & James, P.C. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
137
Participants Small participant base
89th
Percentile by assets National rank
$530,924
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brown & James, P.C. 401(k) Profit Sharing Plan · Sponsored by Brown & James, P.C. · Missouri · Professional & Technical Services

$73M in assets, 137 participants

Brown & James, P.C.'s Brown & James, P.C. 401(k) Profit Sharing Plan reported $73M in total assets and 137 participants in its 2023 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.

  • #18,322 in Professional & Technical Services (20,321 peers)

Coverage in Missouri

Brown & James, P.C. 401(k) Profit Sharing Plan covers 137 participants in Missouri, about 19% of the average Missouri filer (state average ~737 per filing). Assets: $73M.

#18,322
in Professional & Technical Services (20,321 peers)
+17.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Brown & James, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Brown & James, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$72,736,605 Top 11% higher than 89% of 127,068 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 2023

Brown & James, P.C. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown & James, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown & James, P.C. 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Brown & James, P.C. 401(k) Profit Sharing Plan reported participants fell from 173 in the plan year 2022 filing to 137 in the plan year 2023 filing.
  • Brown & James, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $62M in the plan year 2022 filing to $73M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431235718 · Brown & James, P.C. PY 2023 · 401(k)

Brown & James, P.C. 401(k) Profit Sharing Plan · $73M · 137 · 89th

  • PART $73M
  • PART 137
  • PART 89th
  • PART 401(k)
  • PART near Kostal of America, Inc. 401(k) Plan
  • PART ind #18322

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 Missouri →

Brown & James, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Brown & James, P.C. 401(k) Profit Sharing PlanBrown & James, P.C. 401(k) P…$73MKostal of America, Inc. 401(k) PlanKostal of America, Inc. 401(…$73MSunsweet Growers Inc. Salaried 401(k) PlanSunsweet Growers Inc. Salari…$73MPost Acute Medical, LLC 401(k) PlanPost Acute Medical, LLC 401(…$73MGitlab Inc. 401(k) Plan$73M
End-of-year total assets ($M) among Brown & James, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$73M
Net Income$11M
Employer EIN431235718
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown & James, P.C.)

Sponsor-wide plan assets over time

All Brown & James, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 18.974311868045596% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $61.7M $73.4M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 173 $62M
2023 1 137 $73M
2024 1 121 $73M

Nearby 401(k) Plans in Missouri

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

Brown & James, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Brown & James, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.072736605 · Participants: 137Brown & James, P.C. 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Brown & James, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Brown & James, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Brown & James, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Kostal of America, Inc. 401(k) Plan in MI ($73M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brown & James, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Brown & James, P.C. 401(k) Profit Sharing Plan grew sharply - up 17.8% during 2023, from $62M to $73M. Reported net income was $11M.
How have Brown & James, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown & James, P.C.'s sponsor-wide assets grew 19.0%, from $62M to $73M.
Where does Brown & James, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Brown & James, P.C. 401(k) Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brown & James, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kostal of America, Inc. 401(k) Plan in MI ($73M, 455 participants).
Which 401(k) plans cover a similar participant headcount to Brown & James, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431235718.

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.