401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$73M
Total assets: 137
Participants: 89th
Percentile by assets: $530,924
Avg per participant

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.

89th percentile by assets (of 127,072 plans)
#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.

$73M
total plan assets (2023 EOY): 137
covered participants: 89th
percentile by assets (of 127,072 plans): $530,924
avg assets per participant

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 →

State

Missouri

Industry

Professional & Technical Services

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. Brown & James, P.C. 401(k) Profit Sharing Plan reports 137 participants - about 19% of that state average ($73M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)	$62M
Net Assets (End of Year)	$73M
Net Income	$11M
Employer EIN	431235718
Plan Effective Date	1981-09-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Brown & James, P.C. plans on file

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

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare Brown & James, P.C. 401(k) Profit Sharin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Brown & James, P.C. 401(k) Profit Sharing Plan by total assets, not by location.

Kostal of America, Inc. 401(k) Plan (MI) $73M · 455
Sunsweet Growers Inc. Salaried 401(k) Plan (CA) $73M · 266
Post Acute Medical, LLC 401(k) Plan (PA) $73M · 8,143
Gitlab Inc. 401(k) Plan (CA) $73M · 1,089

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).

Next read for Brown & James, P.C. 401(k) Profit Sharin…

Filing takeaways

Ways to act on Brown & James, P.C. 401(k) Profit Sharing Plan's numbers.

By total assets, Brown & James, P.C. 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
Brown & James, P.C.'s sponsor-wide assets have grown 19.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.