401(k) · DOL Form 5500 · 2023

Lerch, Early & Brewer Chartered 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
115
Participants Small participant base
90th
Percentile by assets National rank
$708,266
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lerch, Early and Brewer Chartered 401(k) Plan · Sponsored by Lerch, Early & Brewer Chartered · Maryland · Professional & Technical Services

$81M in assets, 115 participants

Lerch, Early & Brewer Chartered's Lerch, Early and Brewer Chartered 401(k) Plan reported $81M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,504 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

Lerch, Early and Brewer Chartered 401(k) Plan covers 115 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $81M.

#18,504
in Professional & Technical Services (20,321 peers)
+26.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Lerch, Early and Brewer Chartered 401(k) Plan's outsized position by total assets

Lerch, Early and Brewer Chartered 401(k) Plan vs every filed plan by assets

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

$81,450,590 Top 10% higher than 90% 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

Lerch, Early and Brewer Chartered 401(k) 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. Lerch, Early and Brewer Chartered 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lerch, Early and Brewer Chartered 401(k) Plan end-of-year assets rose from $64M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • Lerch, Early and Brewer Chartered 401(k) Plan reported net income rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Lerch, Early and Brewer Chartered 401(k) Plan reported participants fell from 118 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521037344 · Lerch, Early & Brewer Chartered PY 2023 · 401(k)

Lerch, Early and Brewer Chartered 401(k) Plan · $81M · 115 · 90th

  • ASSETS $81M
  • PCT 115
  • EIN 90th
  • RANK 401(k)
  • PHOTO near Gee Automotive Companies 401(k) Retirement Plan
  • IND ind #18504

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 Maryland →

Lerch, Early and Brewer Chartered 401(k) Plan in the asset neighbourhood

Lerch, Early and Brewer Chartered 401(k) PlanLerch, Early and Brewer Char…$81MGee Automotive Companies 401(k) Retirement PlanGee Automotive Companies 401…$81MCohen Milstein Sellers & Toll Profit Sharing and Retirement Savings PlanCohen Milstein Sellers & Tol…$81MCredit One Bank, N. a. 401(k) Plan and TrustCredit One Bank, N. a. 401(k…$81MSfm Mutual Insurance Company Savings and Retirement PlanSfm Mutual Insurance Company…$81M
End-of-year total assets ($M) among Lerch, Early and Brewer Chartered 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$81M
Net Income$17M
Employer EIN521037344
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lerch, Early & Brewer Chartered)

Sponsor-wide plan assets over time

All Lerch, Early & Brewer Chartered plans reported in each filing year

Latest sponsor-wide plan assets
$100M 55.02016452611452% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $64.2M $99.6M ▲ +55.0%
Year Plans Participants Total Assets
2022 1 118 $64M
2023 1 115 $81M
2024 1 129 $100M

Nearby 401(k) Plans in Maryland

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

Lerch, Early and Brewer Chartered 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lerch, Early and Brewer Chartered 401(k) Plan, Total assets ($B): 0.08145059 · Participants: 115Lerch, Early and Brewer Chartered 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Lerch, Early and Brewer Chartered 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Lerch, Early and Brewer Chartered 401(k) Plan side-by-side with 3 peers →

Lerch, Early and Brewer Chartered 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Gee Automotive Companies 401(k) Retirement Plan in WA ($81M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Lerch, Early and Brewer Chartered 401(k) Plan assets move in 2023? ▼
Lerch, Early and Brewer Chartered 401(k) Plan grew sharply - up 26.8% during 2023, from $64M to $81M. Reported net income was $17M.
How have Lerch, Early & Brewer Chartered plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lerch, Early & Brewer Chartered's sponsor-wide assets grew 55.0%, from $64M to $100M.
Where does Lerch, Early and Brewer Chartered 401(k) Plan rank by assets among Form 5500 filers? ▼
Lerch, Early and Brewer Chartered 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lerch, Early and Brewer Chartered 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gee Automotive Companies 401(k) Retirement Plan in WA ($81M, 1,910 participants).
Which 401(k) plans cover a similar participant headcount to Lerch, Early and Brewer Chartered 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants, N/A 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 521037344.

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.