Profit Sharing · DOL Form 5500 · 2024

Brown & O'malley Co. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
37th
Percentile by assets National rank
$908,094
Avg per participant High balance/head
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Official DOL plan name: Brown & O'malley Company Profit Sharing Plan · Sponsored by Brown & O'malley Co. · Ohio · Wholesale Trade

$4M in assets, 4 participants

Brown & O'malley Co.'s Brown & O'malley Company Profit Sharing Plan reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,584 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Brown & O'malley Company Profit Sharing Plan holds $4M for 4 participants - about $908,094 per participant, in the lower half of filed plans by assets.

#1,584
in Wholesale Trade (6,080 peers)
-1.2%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brown & O'malley Company Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Brown & O'malley Company Profit Sharing Plan vs every filed plan by assets

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

$3,632,375 37th percentile higher than 37% 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

Brown & O'malley Company 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. Brown & O'malley Company Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brown & O'malley Company Profit Sharing Plan reported net income fell from $261K in the plan year 2023 filing to -$43K in the plan year 2024 filing.
  • Brown & O'malley Company Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341045575 · Brown & O'malley Co. PY 2024 · Profit Sharing

Brown & O'malley Company Profit Sharing Plan · $4M · 4 · 37th

  • SCH $4M
  • SCH 4
  • SCH 37th
  • SCH Profit Sharing
  • SCH near Vr Rodriguez-Rivera Retirement Plan
  • SCH ind #1584

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 Wholesale Trade retirement plans → · Plans in Ohio →

Brown & O'malley Company Profit Sharing Plan in the asset neighbourhood

Spring Investments Inc. Retirement PlanSpring Investments Inc. Reti…$4MBlue Sky Dental Retirement PlanBlue Sky Dental Retirement P…$4MBrown & O'malley Company Profit Sharing PlanBrown & O'malley Company Pro…$4MVr Rodriguez-Rivera Retirement PlanVr Rodriguez-Rivera Retireme…$4MMinghini's General Contractors, Inc. 401(k) Profit Sharing PlanMinghini's General Contracto…$4M
End-of-year total assets ($M) among Brown & O'malley Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$43K
Employer EIN341045575
Plan Effective Date1973-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown & O'malley Co.)

Sponsor-wide plan assets over time

All Brown & O'malley Co. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 6.362497035217227% vs 2022
2024 filing year
$3.3M$3.4M$3.5M$3.6M$3.7M$3.8M 202220232024 $3.42M $3.63M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 4 $4M
2024 1 4 $4M

Nearby Profit Sharing Plans in Ohio

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

Brown & O'malley Company Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Brown & O'malley Company Profit Sharing Plan, Total assets ($B): 0.003632375 · Participants: 4Brown & O'malley Company Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Brown & O'malley Company Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Brown & O'malley Company Profit Sharing Plan side-by-side with 3 peers →

Brown & O'malley Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Vr Rodriguez-Rivera Retirement Plan in PR ($4M); by covered participants it is Apg Enterprises Inc. Retirement Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Brown & O'malley Company Profit Sharing Plan assets move in 2024? ▼
Brown & O'malley Company Profit Sharing Plan edged down modestly - down 1.2% during 2024, from $4M to $4M. Reported net income was -$43K.
How have Brown & O'malley Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown & O'malley Co.'s sponsor-wide assets grew 6.4%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Brown & O'malley Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Vr Rodriguez-Rivera Retirement Plan in PR ($4M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Brown & O'malley Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Apg Enterprises Inc. Retirement Plan in NC (4 participants, $775K 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 341045575.

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.