401(k) · DOL Form 5500 · 2024
James-Bates-Brannan-Groover LLP 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $106,960
- Avg per participant Below avg balance/head
Official DOL plan name: James-Bates-Brannan-Groover LLP 401(k) Plan · Sponsored by James-Bates-Brannan-Groover LLP · Georgia · Professional & Technical Services
$13M in assets, 119 participants
James-Bates-Brannan-Groover LLP's James-Bates-Brannan-Groover LLP 401(k) Plan reported $13M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #12,048 in Professional & Technical Services (20,173 peers)
Coverage in Georgia
James-Bates-Brannan-Groover LLP 401(k) Plan covers 119 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $13M.
- #12,048
- in Professional & Technical Services (20,173 peers)
- +20.1%
- assets growth YoY
James-Bates-Brannan-Groover LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
James-Bates-Brannan-Groover LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,728,223 Top 39% higher than 61% 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
James-Bates-Brannan-Groover LLP 401(k) 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. James-Bates-Brannan-Groover LLP 401(k) Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James-Bates-Brannan-Groover LLP 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- James-Bates-Brannan-Groover LLP 401(k) Plan reported participants fell from 121 in the plan year 2023 filing to 119 in the plan year 2024 filing.
DOL schedule card
Filing strip 582472336 · James-Bates-Brannan-Groover LLP PY 2024 · 401(k)
James-Bates-Brannan-Groover LLP 401(k) Plan · $13M · 119 · 61st
- BOOK $13M
- BOOK 119
- BOOK 61st
- BOOK 401(k)
- BOOK near The Beistle Company 401(k) Plan
- BOOK ind #12048
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 Georgia →
James-Bates-Brannan-Groover LLP 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 582472336 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James-Bates-Brannan-Groover LLP)
Sponsor-wide plan assets over time
All James-Bates-Brannan-Groover LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 51.898579639502586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $8M |
| 2023 | 1 | 121 | $11M |
| 2024 | 1 | 119 | $13M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
James-Bates-Brannan-Groover LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is The Beistle Company 401(k) Plan in PA ($13M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- The Beistle Company 401(k) Plan (PA) $13M · 206
- The Cason Group Retirement Plan (SC) $13M · 196
- Iowa Senior 401(k) Pooled Employer Plan (AZ) $13M · 955
- Crossfire Consulting Employees Retirement Plan (NY) $13M · 20
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Culy Contracting LLC Retirement Savings Plan (IN) 119 · 0 off
- Solo Printing 401(k) Savings Plan (FL) 119 · 0 off
- Reach Unlimited 401(k) Retirement Plan (TX) 119 · 0 off
- Commerce Media Holdings 401(k) Plan (CA) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.