401(k) · DOL Form 5500 · 2024
Brock & Scott PLLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 542
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $28,492
- Avg per participant Low balance/head
Official DOL plan name: Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust · Sponsored by Brock & Scott PLLC · North Carolina · Professional & Technical Services
$15M in assets, 542 participants
Brock & Scott PLLC's Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust reported $15M in total assets and 542 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #12,945 in Professional & Technical Services (20,173 peers)
Brock & Scott PLLC multi-year trail
Brock & Scott PLLC's plans moved +101.2% in assets from 2022 to 2024; this filing shows Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust at $15M / 542 participants.
- #12,945
- in Professional & Technical Services (20,173 peers)
- +30.5%
- assets growth YoY
Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,442,669 Top 35% higher than 65% 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
Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (542 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust reported participants rose from 490 in the plan year 2023 filing to 542 in the plan year 2024 filing.
DOL schedule card
Filing strip 562107459 · Brock & Scott PLLC PY 2024 · 401(k)
Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust · $15M · 542 · 65th
- TYPE $15M
- NET 542
- BOOK 65th
- VS-ST 401(k)
- BOY near San Diego Cardiac Center Medical Group, Inc. 401(k) Profit Sharing Plan
- SCH ind #12945
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 North Carolina →
Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Brock & Scott PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Brock & Scott PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 101.22830996261109% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 404 | $8M |
| 2023 | 1 | 490 | $12M |
| 2024 | 1 | 542 | $15M |
Brock & Scott PLLC filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 562107459 |
| Plan Effective Date | 2003-01-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is San Diego Cardiac Center Medical Group, Inc. 401(k) Profit Sharing Plan in CA ($15M); by covered participants it is Twist Bioscience Corporation 401(k) Plan in CA (542 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (542 participants); asset peers above are excluded.
- Twist Bioscience Corporation 401(k) Plan (CA) 542 · 0 off
- Kelly Companies 401(k) Plan (PA) 542 · 0 off
- Overdrive, Inc. 401(k) Retirement Plan (OH) 542 · 0 off
- Kw International Inc Retirement Plan (CA) 542 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.