401(k) · DOL Form 5500 · 2024

Branded Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
158
Participants Small participant base
33rd
Percentile by assets National rank
$17,879
Avg per participant Low balance/head
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Official DOL plan name: Branded Group Retirement Readiness 401(k) Plan · Sponsored by Branded Group, Inc. · California · Professional & Technical Services

$3M in assets, 158 participants

Branded Group, Inc.'s Branded Group Retirement Readiness 401(k) Plan reported $3M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,001 in Professional & Technical Services (20,173 peers)

Coverage in California

Branded Group Retirement Readiness 401(k) Plan covers 158 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $3M.

#6,001
in Professional & Technical Services (20,173 peers)
+21.5%
assets growth YoY

Branded Group Retirement Readiness 401(k) Plan among the smaller filed plans by assets

Branded Group Retirement Readiness 401(k) Plan vs every filed plan by assets

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

$2,824,932 33rd percentile higher than 33% 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

Branded Group Retirement Readiness 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. Branded Group Retirement Readiness 401(k) Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Branded Group Retirement Readiness 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Branded Group Retirement Readiness 401(k) Plan reported net income fell from $635K in the plan year 2023 filing to $500K in the plan year 2024 filing.
  • Branded Group Retirement Readiness 401(k) Plan reported participants fell from 199 in the plan year 2023 filing to 158 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 464559959 · Branded Group, Inc. PY 2024 · 401(k)

Branded Group Retirement Readiness 401(k) Plan · $3M · 158 · 33rd

  • EBSA $3M
  • EBSA 158
  • EBSA 33rd
  • EBSA 401(k)
  • EBSA near 403(b) Thrift Plan for New Concepts for Living, Inc.
  • EBSA ind #6001

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 →

Branded Group Retirement Readiness 401(k) Plan in the asset neighbourhood

Upstream Tech Inc. 401(k) PlanUpstream Tech Inc. 401(k) Pl…$3MBranded Group Retirement Readiness 401(k) PlanBranded Group Retirement Rea…$3M403(b) Thrift Plan for New Concepts for Living, Inc.403(b) Thrift Plan for New C…$3MGuilford Health Management Retirement PlanGuilford Health Management R…$3MBankston Motor Homes Inc 401(k) PlanBankston Motor Homes Inc 401…$3M
End-of-year total assets ($M) among Branded Group Retirement Readiness 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$500K
Employer EIN464559959
Plan Effective Date2018-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Branded Group, Inc.)

Sponsor-wide plan assets over time

All Branded Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 67.07763826377018% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.69M $2.82M ▲ +66.9%
Year Plans Participants Total Assets
2022 1 120 $2M
2023 1 199 $2M
2024 1 158 $3M

Nearby 401(k) Plans in California

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

Branded Group Retirement Readiness 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Branded Group Retirement Readiness 401(k) Plan, Total assets ($B): 0.002824932 · Participants: 158Branded Group Retirement Readiness 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Branded Group Retirement Readiness 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Branded Group Retirement Readiness 401(k) Plan side-by-side with 3 peers →

Branded Group Retirement Readiness 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 403(b) Thrift Plan for New Concepts for Living, Inc. in NJ ($3M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Branded Group Retirement Readiness 401(k) Plan assets move in 2024? ▼
Branded Group Retirement Readiness 401(k) Plan grew sharply - up 21.5% during 2024, from $2M to $3M. Reported net income was $500K.
How have Branded Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Branded Group, Inc.'s sponsor-wide assets grew 67.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Branded Group Retirement Readiness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for New Concepts for Living, Inc. in NJ ($3M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Branded Group Retirement Readiness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K 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 464559959.

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.