401(k) · DOL Form 5500 · 2023
Brand Share 401(k) Savings & Profit Sharing Plan 401(k) Plan
Data updated 2026-08-11
- $323M
- Total assets
- 28,298
- Participants
- 96th
- Percentile by assets
- $11,427
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $323M
- total plan assets (2023 EOY)
- 28,298
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $11,427
- avg assets per participant
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.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Brand Share 401(k) Savings & Profit Sharing Plan reports 28,298 participants - 26x that state average ($323M EOY assets).
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)
| 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.
Brand Share 401(k) Savings & Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Brand Share 401(k) Savings & Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Brand Share 401(k) Savings & Profit Sharing Plan assets move in 2023? ▼
How have Brand Share 401(k) Savings & Profit Sharing Plan plan assets changed over time? ▼
Where does Brand Share 401(k) Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Brand Share 401(k) Savings & Profit Sharing Plan? ▼
Next read for Brand Share 401(k) Savings & Profit Shar…
Filing takeaways
Ways to act on Brand Share 401(k) Savings & Profit Sharing Plan's numbers.
- By total assets, Brand Share 401(k) Savings & Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
- Brand Share 401(k) Savings & Profit Sharing Plan's sponsor-wide assets have grown 28.7% since 2022 across 3 plan years on file. More Construction plans