401(k) · DOL Form 5500 · 2024

Brotschul Potts, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
35th
Percentile by assets National rank
$222,529
Avg per participant Above avg balance/head
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Official DOL plan name: Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Brotschul Potts, LLC · Illinois · Professional & Technical Services

$3M in assets, 14 participants

Brotschul Potts, LLC's Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,274 in Professional & Technical Services (20,173 peers)

Brotschul Potts, LLC multi-year trail

Brotschul Potts, LLC's plans moved +50.3% in assets from 2022 to 2024; this filing shows Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust at $3M / 14 participants.

#6,274
in Professional & Technical Services (20,173 peers)
+28.1%
assets growth YoY

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,115,399 35th percentile higher than 35% 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

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $360K in the plan year 2023 filing to $683K in the plan year 2024 filing.
  • Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 13 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 208044013 · Brotschul Potts, LLC PY 2024 · 401(k)

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust · $3M · 14 · 35th

  • PHOTO $3M
  • PHOTO 14
  • PHOTO 35th
  • PHOTO 401(k)
  • PHOTO near Advocate Health 401(k) Plan
  • PHOTO ind #6274

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 Illinois →

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Brotschul Potts, LLC 401(k) Profit Sharing Plan & TrustBrotschul Potts, LLC 401(k) …$3MAdvocate Health 401(k) Plan$3MNama Employees' 401(k) Plan$3MReliable Excavating Co., Inc. 401(k) PlanReliable Excavating Co., Inc…$3MInvar Systems, Inc. 401(k) PlanInvar Systems, Inc. 401(k) P…$3M
End-of-year total assets ($M) among Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Brotschul Potts, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Brotschul Potts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 50.31023146258454% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.07M $3.12M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 13 $2M
2024 1 14 $3M

Brotschul Potts, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$683K
Employer EIN208044013
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003115399 · Participants: 14Brotschul Potts, LLC 401(k) Profit Sharing Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Advocate Health 401(k) Plan in FL ($3M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 28.1% during 2024, from $2M to $3M. Reported net income was $683K.
How have Brotschul Potts, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brotschul Potts, LLC's sponsor-wide assets grew 50.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Advocate Health 401(k) Plan in FL ($3M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M 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 208044013.

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.