401(k) · DOL Form 5500 · 2024
Rees Broome, PC 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 89
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $329,168
- Avg per participant High balance/head
Official DOL plan name: Rees Broome, PC 401(k) Plan · Sponsored by Rees Broome, PC · Virginia · Professional & Technical Services
$29M in assets, 89 participants
Rees Broome, PC's Rees Broome, PC 401(k) Plan reported $29M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #15,513 in Professional & Technical Services (20,173 peers)
Where Rees Broome, PC 401(k) Plan sits by assets
Rees Broome, PC 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 89 participants (~$329,168/participant), up 12.0% in 2024.
- #15,513
- in Professional & Technical Services (20,173 peers)
- +12.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Rees Broome, PC 401(k) Plan's outsized position by total assets
Rees Broome, PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,295,977 Top 23% higher than 77% 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
Rees Broome, PC 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rees Broome, PC 401(k) Plan is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rees Broome, PC 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Rees Broome, PC 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Rees Broome, PC 401(k) Plan reported participants fell from 92 in the plan year 2023 filing to 89 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 540965953 · Rees Broome, PC PY 2024 · 401(k)
Rees Broome, PC 401(k) Plan · $29M · 89 · 77th
- TYPE $29M
- TYPE 89
- TYPE 77th
- TYPE 401(k)
- TYPE near US Signal Company 401(k) Plan
- TYPE ind #15513
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 Virginia →
Rees Broome, PC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 540965953 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rees Broome, PC)
Sponsor-wide plan assets over time
All Rees Broome, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 35.49976957250751% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $22M |
| 2023 | 1 | 92 | $26M |
| 2024 | 1 | 89 | $29M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Rees Broome, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is US Signal Company 401(k) Plan in MI ($29M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- US Signal Company 401(k) Plan (MI) $29M · 197
- Acoustic, L.P. 401(k) Plan (AR) $29M · 297
- Delta Dental of Colorado Savings and Retirement Plan (CO) $29M · 233
- Workato, Inc. 401(k) Plan (CA) $29M · 328
Similar participant headcount
Nearest other-state filings by covered participants (89 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.