401(k) · DOL Form 5500 · 2024
Brandon Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $434,868
- Avg per participant High balance/head
Official DOL plan name: Brandon Associates, Inc. 401(k) Plan · Sponsored by Brandon Associates, Inc. · Pennsylvania · Wholesale Trade
$7M in assets, 15 participants
Brandon Associates, Inc.'s Brandon Associates, Inc. 401(k) Plan reported $7M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #2,223 in Wholesale Trade (6,080 peers)
Brandon Associates, Inc. multi-year trail
Brandon Associates, Inc.'s plans moved +44.7% in assets from 2022 to 2024; this filing shows Brandon Associates, Inc. 401(k) Plan at $7M / 15 participants.
- #2,223
- in Wholesale Trade (6,080 peers)
- +18.2%
- assets growth YoY
Brandon Associates, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Brandon Associates, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,523,019 47th percentile higher than 47% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Brandon Associates, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brandon Associates, Inc. 401(k) Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brandon Associates, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Brandon Associates, Inc. 401(k) Plan reported participants fell from 16 in the plan year 2023 filing to 15 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 232804583 · Brandon Associates, Inc. PY 2024 · 401(k)
Brandon Associates, Inc. 401(k) Plan · $7M · 15 · 47th
- EBSA $7M
- EBSA 15
- EBSA 47th
- EBSA 401(k)
- EBSA near Mechanical Systems Company, LLC 401(k) Ps Plan
- EBSA ind #2223
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 Wholesale Trade retirement plans → · Plans in Pennsylvania →
Brandon Associates, Inc. 401(k) Plan in the asset neighbourhood
Brandon Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Brandon Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 44.70416038223261% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $5M |
| 2023 | 1 | 16 | $6M |
| 2024 | 1 | 15 | $7M |
Brandon Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 232804583 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Brandon Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Mechanical Systems Company, LLC 401(k) Ps Plan in TN ($7M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Mechanical Systems Company, LLC 401(k) Ps Plan (TN) $7M · 133
- Die-Tech Industries, Inc. Employee Savings Plan (GA) $7M · 127
- Universal Pure 401(k) Plan (GA) $7M · 1,227
- Insurance Management Services 401(k) Plan (TX) $7M · 103
Similar participant headcount
Nearest other-state filings by covered participants (15 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.