401(k) · DOL Form 5500 · 2024

J.F. Brennan Company, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
322
Participants Below avg headcount
83rd
Percentile by assets National rank
$144,827
Avg per participant Above avg balance/head
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Official DOL plan name: Brennan Companies 401(k) and Profit Sharing Plan · Sponsored by J.F. Brennan Company, Inc. · Wisconsin · Construction

$47M in assets, 322 participants

J.F. Brennan Company, Inc.'s Brennan Companies 401(k) and Profit Sharing Plan reported $47M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,378 in Construction (9,039 peers)

Where Brennan Companies 401(k) and Profit Sharing Plan sits by assets

Brennan Companies 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $47M for 322 participants (~$144,827/participant), up 18.3% in 2024.

#7,378
in Construction (9,039 peers)
+18.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Brennan Companies 401(k) and Profit Sharing Plan's outsized position by total assets

Brennan Companies 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$46,634,389 Top 17% higher than 83% 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

Brennan Companies 401(k) and Profit Sharing 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. Brennan Companies 401(k) and Profit Sharing Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brennan Companies 401(k) and Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Brennan Companies 401(k) and Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Brennan Companies 401(k) and Profit Sharing Plan reported participants rose from 283 in the plan year 2023 filing to 322 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390962285 · J.F. Brennan Company, Inc. PY 2024 · 401(k)

Brennan Companies 401(k) and Profit Sharing Plan · $47M · 322 · 83rd

  • IND $47M
  • IND 322
  • IND 83rd
  • IND 401(k)
  • IND near Outreach 401(k) Plan
  • IND ind #7378

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 Wisconsin →

Brennan Companies 401(k) and Profit Sharing Plan in the asset neighbourhood

Brennan Companies 401(k) and Profit Sharing PlanBrennan Companies 401(k) and…$47MOutreach 401(k) Plan$47MCalero-Mdsl 401(k) Plan$47MDerry Medical Center 401(k) PlanDerry Medical Center 401(k) …$47MSherrill Savings and Profit Sharing PlanSherrill Savings and Profit …$47M
End-of-year total assets ($M) among Brennan Companies 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$47M
Net Income$7M
Employer EIN390962285
Plan Effective Date1989-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (J.F. Brennan Company, Inc.)

Sponsor-wide plan assets over time

All J.F. Brennan Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 55.212536957276534% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.1M $46.6M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 238 $30M
2023 1 283 $39M
2024 1 322 $47M

Nearby 401(k) Plans in Wisconsin

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

Brennan Companies 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Brennan Companies 401(k) and Profit Sharing Plan, Total assets ($B): 0.046634389 · Participants: 322Brennan Companies 401(k) and Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Brennan Companies 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Brennan Companies 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Brennan Companies 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Outreach 401(k) Plan in WA ($47M); by covered participants it is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Brennan Companies 401(k) and Profit Sharing Plan assets move in 2024? ▼
Brennan Companies 401(k) and Profit Sharing Plan grew sharply - up 18.3% during 2024, from $39M to $47M. Reported net income was $7M.
How have J.F. Brennan Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.F. Brennan Company, Inc.'s sponsor-wide assets grew 55.2%, from $30M to $47M.
Where does Brennan Companies 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Brennan Companies 401(k) and Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brennan Companies 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Outreach 401(k) Plan in WA ($47M, 636 participants).
Which 401(k) plans cover a similar participant headcount to Brennan Companies 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 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 390962285.

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.