401(k) · DOL Form 5500 · 2024

Bright and Brown, Attorneys at Law 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
10
Participants Small participant base
49th
Percentile by assets National rank
$728,654
Avg per participant High balance/head
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Official DOL plan name: Bright and Brown Employees Savings Plan · Sponsored by Bright and Brown, Attorneys at Law · California · Professional & Technical Services

$7M in assets, 10 participants

Bright and Brown, Attorneys at Law's Bright and Brown Employees Savings Plan reported $7M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,527 in Professional & Technical Services (20,173 peers)

Bright and Brown, Attorneys at Law multi-year trail

Bright and Brown, Attorneys at Law's plans moved +40.8% in assets from 2022 to 2024; this filing shows Bright and Brown Employees Savings Plan at $7M / 10 participants.

#9,527
in Professional & Technical Services (20,173 peers)
+19.7%
assets growth YoY

Bright and Brown Employees Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bright and Brown Employees Savings Plan vs every filed plan by assets

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

$7,286,537 49th percentile higher than 49% 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

Bright and Brown Employees Savings 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. Bright and Brown Employees Savings Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bright and Brown Employees Savings Plan reported net income rose from $909K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bright and Brown Employees Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Bright and Brown Employees Savings Plan reported participants fell from 12 in the plan year 2023 filing to 10 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954301206 · Bright and Brown, Attorneys at Law PY 2024 · 401(k)

Bright and Brown Employees Savings Plan · $7M · 10 · 49th

  • IND $7M
  • IND 10
  • IND 49th
  • IND 401(k)
  • IND near Confluence Outdoor, Inc. 401(k) Plan
  • IND ind #9527

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 California →

Bright and Brown Employees Savings Plan in the asset neighbourhood

Bright and Brown Employees Savings PlanBright and Brown Employees S…$7MConfluence Outdoor, Inc. 401(k) PlanConfluence Outdoor, Inc. 401…$7MBlack Diamond Plumbing & Mechanical Inc 401(k) PlanBlack Diamond Plumbing & Mec…$7MVacuum Truck Rentals, LLC 401(k) PlanVacuum Truck Rentals, LLC 40…$7MC.L. Services, Inc. 401(k) Profit Sharing PlanC.L. Services, Inc. 401(k) P…$7M
End-of-year total assets ($M) among Bright and Brown Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bright and Brown, Attorneys at Law multi-year asset trail

Sponsor-wide plan assets over time

All Bright and Brown, Attorneys at Law plans reported in each filing year

Latest sponsor-wide plan assets
$7M 40.75817591929893% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.18M $7.29M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 13 $5M
2023 1 12 $6M
2024 1 10 $7M

Bright and Brown, Attorneys at Law filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN954301206
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bright and Brown Employees Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bright and Brown Employees Savings Plan, Total assets ($B): 0.007286537 · Participants: 10Bright and Brown Employees Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Bright and Brown Employees Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bright and Brown Employees Savings Plan side-by-side with 3 peers →

Bright and Brown Employees Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Confluence Outdoor, Inc. 401(k) Plan in SC ($7M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Bright and Brown Employees Savings Plan assets move in 2024? ▼
Bright and Brown Employees Savings Plan grew sharply - up 19.7% during 2024, from $6M to $7M. Reported net income was $1M.
How have Bright and Brown, Attorneys at Law plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bright and Brown, Attorneys at Law's sponsor-wide assets grew 40.8%, from $5M to $7M.
Which 401(k) plans are similar in size to Bright and Brown Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Confluence Outdoor, Inc. 401(k) Plan in SC ($7M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Bright and Brown Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A 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 954301206.

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.