401(k) · DOL Form 5500 · 2024

Roscoe Brown, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
116
Participants Small participant base
37th
Percentile by assets National rank
$31,282
Avg per participant Low balance/head
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Official DOL plan name: Roscoe Brown, Inc. 401(k) Plan · Sponsored by Roscoe Brown, Inc. · Tennessee · Construction

$4M in assets, 116 participants

Roscoe Brown, Inc.'s Roscoe Brown, Inc. 401(k) Plan reported $4M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,204 in Construction (9,039 peers)

Coverage in Tennessee

Roscoe Brown, Inc. 401(k) Plan covers 116 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $4M.

#3,204
in Construction (9,039 peers)
-5.2%
assets change YoY

The plan reported a net loss of $199K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roscoe Brown, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Roscoe Brown, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,628,660 37th percentile higher than 37% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Roscoe Brown, Inc. 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. Roscoe Brown, Inc. 401(k) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roscoe Brown, Inc. 401(k) Plan reported net income fell from $482K in the plan year 2023 filing to -$199K in the plan year 2024 filing.
  • Roscoe Brown, Inc. 401(k) Plan reported participants rose from 104 in the plan year 2023 filing to 116 in the plan year 2024 filing.
  • Roscoe Brown, Inc. 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 620810017 · Roscoe Brown, Inc. PY 2024 · 401(k)

Roscoe Brown, Inc. 401(k) Plan · $4M · 116 · 37th

  • EIN $4M
  • EIN 116
  • EIN 37th
  • EIN 401(k)
  • EIN near Kaplan Levenson P.C. 401(k) Profit Sharing Plan
  • EIN ind #3204

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 Construction retirement plans → · Plans in Tennessee →

Roscoe Brown, Inc. 401(k) Plan in the asset neighbourhood

Roscoe Brown, Inc. 401(k) PlanRoscoe Brown, Inc. 401(k) Pl…$4MKaplan Levenson P.C. 401(k) Profit Sharing PlanKaplan Levenson P.C. 401(k) …$4MMcwhirter Realty Partners, LLC Savings PlanMcwhirter Realty Partners, L…$4MGoauto Management Services, LLC 401(k) PlanGoauto Management Services, …$4MQuality Harvest Foods Corp 401(KQuality Harvest Foods Corp 4…$4M
End-of-year total assets ($M) among Roscoe Brown, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$199K
Employer EIN620810017
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roscoe Brown, Inc.)

Sponsor-wide plan assets over time

All Roscoe Brown, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.476746911306792% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.35M $3.63M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 97 $3M
2023 1 104 $4M
2024 1 116 $4M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Roscoe Brown, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Roscoe Brown, Inc. 401(k) Plan, Total assets ($B): 0.00362866 · Participants: 116Roscoe Brown, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Roscoe Brown, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Roscoe Brown, Inc. 401(k) Plan side-by-side with 3 peers →

Roscoe Brown, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Kaplan Levenson P.C. 401(k) Profit Sharing Plan in NJ ($4M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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.

Frequently Asked Questions

How did Roscoe Brown, Inc. 401(k) Plan assets move in 2024? ▼
Roscoe Brown, Inc. 401(k) Plan pulled back noticeably - down 5.2% during 2024, from $4M to $4M. Reported net income was -$199K.
How have Roscoe Brown, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roscoe Brown, Inc.'s sponsor-wide assets grew 8.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Roscoe Brown, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaplan Levenson P.C. 401(k) Profit Sharing Plan in NJ ($4M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Roscoe Brown, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620810017.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.