401(k) · DOL Form 5500 · 2024
Jeff Brabham Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $370K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $123,233
- Avg per participant Near avg balance/head
Official DOL plan name: Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Jeff Brabham Agency, Inc. · Texas · Finance & Insurance
$370K in assets, 3 participants
Jeff Brabham Agency, Inc.'s Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan reported $370K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #663 in Finance & Insurance (8,549 peers)
Jeff Brabham Agency, Inc. multi-year trail
Jeff Brabham Agency, Inc.'s plans moved -16.8% in assets from 2022 to 2024; this filing shows Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan at $370K / 3 participants.
- #663
- in Finance & Insurance (8,549 peers)
- -23.8%
- assets change YoY
The plan reported a net loss of $115K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$369,698 15th percentile higher than 15% 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
Jeff Brabham Agency, Inc. 401(k) Profit Sharing 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. Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan reported net income fell from $41K in the plan year 2023 filing to -$115K in the plan year 2024 filing.
- Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $485K in the plan year 2023 filing to $370K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 451451469 · Jeff Brabham Agency, Inc. PY 2024 · 401(k)
Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan · $370K · 3 · 15th
- BOOK $370K
- VS-ST 3
- BOY 15th
- SCH 401(k)
- EBSA near R&s-G Campgrounds Inc. 401(k) Plan
- PART ind #663
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 Finance & Insurance retirement plans → · Plans in Texas →
Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Jeff Brabham Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jeff Brabham Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $370K 16.829094901283227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $445K |
| 2023 | 1 | 3 | $485K |
| 2024 | 1 | 3 | $370K |
Jeff Brabham Agency, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $485K |
|---|---|
| Net Assets (End of Year) | $369K |
| Net Income | -$115K |
| Employer EIN | 451451469 |
| Plan Effective Date | 2011-04-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Jeff Brabham Agency, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is R&s-G Campgrounds Inc. 401(k) Plan in IL ($370K); by covered participants it is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($370K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.