Profit Sharing · DOL Form 5500 · 2024
Braud, Vaughn & Williamson Insurance Agency, L.L.C. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $139,571
- Avg per participant Near avg balance/head
Official DOL plan name: Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan · Sponsored by Braud, Vaughn & Williamson Insurance Agency, L.L.C. · Texas · Finance & Insurance
$3M in assets, 21 participants
Braud, Vaughn & Williamson Insurance Agency, L.L.C.'s Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan reported $3M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #1,877 in Finance & Insurance (8,549 peers)
Braud, Vaughn & Williamson Insurance Agency, L.L.C. multi-year trail
Braud, Vaughn & Williamson Insurance Agency, L.L.C.'s plans moved +33.6% in assets from 2022 to 2024; this filing shows Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan at $3M / 21 participants.
- #1,877
- in Finance & Insurance (8,549 peers)
- +15.6%
- assets growth YoY
Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,930,991 34th percentile higher than 34% 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
Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing 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. Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan reported participants rose from 14 in the plan year 2023 filing to 21 in the plan year 2024 filing.
- Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan reported net income rose from $341K in the plan year 2023 filing to $395K in the plan year 2024 filing.
- Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 760683167 · Braud, Vaughn & Williamson Insurance Agency, L.L.C. PY 2024 · Profit Sharing
Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan · $3M · 21 · 34th
- PHOTO $3M
- PHOTO 21
- PHOTO 34th
- PHOTO Profit Sharing
- PHOTO near Emerge Community Development 403(b) Plan
- PHOTO ind #1877
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 Finance & Insurance retirement plans → · Plans in Texas →
Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan in the asset neighbourhood
Braud, Vaughn & Williamson Insurance Agency, L.L.C. multi-year asset trail
Sponsor-wide plan assets over time
All Braud, Vaughn & Williamson Insurance Agency, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 33.57878301197154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $2M |
| 2023 | 1 | 14 | $3M |
| 2024 | 1 | 21 | $3M |
Braud, Vaughn & Williamson Insurance Agency, L.L.C. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $395K |
| Employer EIN | 760683167 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Braud, Vaughn & Williamson Insurance Agency,L.L.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Emerge Community Development 403(b) Plan in MN ($3M); by covered participants it is Stay at Home of the Upstate Inc. Retirement Plan in SC (21 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 (21 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.