401(k) · DOL Form 5500 · 2023
Brand Share 401(k) Savings & Profit Sharing Plan 401(k) Plan
Data updated 2026-08-25
- $323M
- Total assets Above avg plan size
- 28,298
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $11,427
- Avg per participant Low balance/head
Official DOL plan name: Brand Share 401(k) Savings & Profit Sharing Plan · Sponsored by Brand Share 401(k) Savings & Profit Sharing Plan · Georgia · Construction
$323M in assets, 28,298 participants
Brand Share 401(k) Savings & Profit Sharing Plan's Brand Share 401(k) Savings & Profit Sharing Plan reported $323M in total assets and 28,298 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,646 in Construction (9,030 peers)
Coverage in Georgia
Brand Share 401(k) Savings & Profit Sharing Plan covers 28,298 participants in Georgia, 26x the typical Georgia plan (state average ~1,096 per filing). Assets: $323M.
- #8,646
- in Construction (9,030 peers)
- +16.9%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Brand Share 401(k) Savings & Profit Sharing Plan's outsized position by total assets
Brand Share 401(k) Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$323,365,800 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Brand Share 401(k) Savings & Profit Sharing Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brand Share 401(k) Savings & Profit Sharing Plan is a mega filing (28,298 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brand Share 401(k) Savings & Profit Sharing Plan reported net income rose from -$53M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Brand Share 401(k) Savings & Profit Sharing Plan end-of-year assets rose from $277M in the plan year 2022 filing to $323M in the plan year 2023 filing.
- Brand Share 401(k) Savings & Profit Sharing Plan reported participants fell from 28,690 in the plan year 2022 filing to 28,298 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 133909681 · Brand Share 401(k) Savings & Profit Sharing Plan PY 2023 · 401(k)
Brand Share 401(k) Savings & Profit Sharing Plan · $323M · 28,298 · 96th
- TYPE $323M
- NET 28,298
- BOOK 96th
- VS-ST 401(k)
- BOY near Nch Corporation Retirement Savings Plan
- SCH ind #8646
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 Construction retirement plans → · Plans in Georgia →
Brand Share 401(k) Savings & Profit Sharing Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $277M |
|---|---|
| Net Assets (End of Year) | $323M |
| Net Income | $47M |
| Employer EIN | 133909681 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brand Share 401(k) Savings & Profit Sharing Plan)
Sponsor-wide plan assets over time
All Brand Share 401(k) Savings & Profit Sharing Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $356M 28.67925116122272% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28,690 | $277M |
| 2023 | 1 | 28,298 | $323M |
| 2024 | 1 | 11,095 | $356M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Scale composition for Brand Share 401(k) Savings & Profit Sharing Plan
Brand Share 401(k) Savings & Profit Sharing Plan reports $323M in end-of-year assets across 28,298 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.030% of 93,925,755 covered participants) - about $11,427 per participant (8% of the national average assets-per-participant) . Net income for plan year 2023 was $47M.
This plan identity (EIN 133909681, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $277M to $356M (+28.7%) while covered participants moved from 28,690 to 11,095 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,690 | $277M | Open filing |
| 2023 | 28,298 | $323M | This page |
| 2024 · index core | 11,095 | $356M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Brand Share 401(k) Savings & Profit Sharing Plan (401(k), $356M, 11,095 participants)
Brand Share 401(k) Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Nch Corporation Retirement Savings Plan in TX ($323M); by covered participants it is Cummins Retirement and Savings Plan in IN (28,381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($323M here).
- Nch Corporation Retirement Savings Plan (TX) $323M · 1,929
- Prosperity Bancshares, Inc. 401(k) Profit Sharing Plan (TX) $324M · 3,656
- Princess Cruises Retirement Savings Plan (WA) $323M · 2,116
- Jump Operations, LLC Employee 401(k) Plan (IL) $323M · 995
Similar participant headcount
Nearest other-state filings by covered participants (28,298 participants); asset peers above are excluded.
- Cummins Retirement and Savings Plan (IN) 28,381 · 83 off
- The Mgm Resorts 401(k) Savings Plan (NV) 28,142 · 156 off
- Republic Services, Inc. 401(k) Plan (AZ) 28,131 · 167 off
- Duke Energy Retirement Savings Plan (NC) 28,121 · 177 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.