401(k) · DOL Form 5500 · 2024
Semler Brossy Consulting Group, LLC 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $240,769
- Avg per participant Above avg balance/head
Official DOL plan name: Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan · Sponsored by Semler Brossy Consulting Group, LLC · California · Professional & Technical Services
$24M in assets, 101 participants
Semler Brossy Consulting Group, LLC's Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan reported $24M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #14,834 in Professional & Technical Services (20,173 peers)
Coverage in California
Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $24M.
- #14,834
- in Professional & Technical Services (20,173 peers)
- +23.2%
- assets growth YoY
Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,317,655 Top 26% higher than 74% 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
Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan 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. Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan reported participants rose from 86 in the plan year 2023 filing to 101 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 954885750 · Semler Brossy Consulting Group, LLC PY 2024 · 401(k)
Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan · $24M · 101 · 74th
- ASSETS $24M
- PCT 101
- EIN 74th
- RANK 401(k)
- PHOTO near Devaney Energy, Inc. 401(k) Retirement Plan
- IND ind #14834
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 California →
Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $5M |
| Employer EIN | 954885750 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Semler Brossy Consulting Group, LLC)
Sponsor-wide plan assets over time
All Semler Brossy Consulting Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 23.17524639830885% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 86 | $20M |
| 2024 | 1 | 101 | $24M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Devaney Energy, Inc. 401(k) Retirement Plan in MA ($24M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Phh 401(k) Plan (TX) 101 · 0 off
- Mnl 401(k) Plan (MN) 101 · 0 off
- Sunshine Acres Retirement Plan (AZ) 101 · 0 off
- Earthcore Industries, LLC 401(k) Plan (FL) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.