Profit Sharing · DOL Form 5500 · 2024

Terry O. Brown P.E. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$929,769
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Terry O. Brown P.E. Pension Plan · Sponsored by Terry O. Brown P.E. · Texas · Professional & Technical Services

$2M in assets, 2 participants

Terry O. Brown P.E.'s Terry O. Brown P.E. Pension Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,900 in Professional & Technical Services (20,173 peers)

Terry O. Brown P.E. multi-year trail

Terry O. Brown P.E.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows Terry O. Brown P.E. Pension Plan at $2M / 2 participants.

#4,900
in Professional & Technical Services (20,173 peers)
+6.5%
assets growth YoY

Terry O. Brown P.E. Pension Plan among the smaller filed plans by assets

Terry O. Brown P.E. Pension Plan vs every filed plan by assets

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

$1,859,538 29th percentile higher than 29% 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

Terry O. Brown P.E. Pension 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. Terry O. Brown P.E. Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Terry O. Brown P.E. Pension Plan reported net income fell from $223K in the plan year 2023 filing to $113K in the plan year 2024 filing.
  • Terry O. Brown P.E. Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 742868918 · Terry O. Brown P.E. PY 2024 · Profit Sharing

Terry O. Brown P.E. Pension Plan · $2M · 2 · 29th

  • EOY $2M
  • 5500 2
  • ASSETS 29th
  • PCT Profit Sharing
  • EIN near E. Cordero Retirement Plan
  • RANK ind #4900

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 Texas →

Terry O. Brown P.E. Pension Plan in the asset neighbourhood

Terry O. Brown P.E. Pension PlanTerry O. Brown P.E. Pension …$2ME. Cordero Retirement Plan$2MDaniel Earl Shufler Md Serp Profit Sharing PlanDaniel Earl Shufler Md Serp …$2MIncrease, Inc. Retirement PlanIncrease, Inc. Retirement Pl…$2MRoger Joe, D.D.S. Retirement PlanRoger Joe, D.D.S. Retirement…$2M
End-of-year total assets ($M) among Terry O. Brown P.E. Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Terry O. Brown P.E. multi-year asset trail

Sponsor-wide plan assets over time

All Terry O. Brown P.E. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 22.029980896906952% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.52M $1.86M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Terry O. Brown P.E. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$113K
Employer EIN742868918
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Terry O. Brown P.E. Pension Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Terry O. Brown P.E. Pension Plan, Total assets ($B): 0.001859538 · Participants: 2Terry O. Brown P.E. Pension PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Terry O. Brown P.E. Pension Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Terry O. Brown P.E. Pension Plan side-by-side with 3 peers →

Terry O. Brown P.E. Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is E. Cordero Retirement Plan in WI ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Terry O. Brown P.E. Pension Plan assets move in 2024? ▼
Terry O. Brown P.E. Pension Plan grew at a solid clip - up 6.5% during 2024, from $2M to $2M. Reported net income was $113K.
How have Terry O. Brown P.E. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terry O. Brown P.E.'s sponsor-wide assets grew 22.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Terry O. Brown P.E. Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is E. Cordero Retirement Plan in WI ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Terry O. Brown P.E. Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 742868918.

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.