401(k) · DOL Form 5500 · 2024

Brooks Pierce Mclendon Humphrey & Leonard, LLP 401(k) Plan

Data updated 2026-08-25

$155M
Total assets Near avg plan size
185
Participants Below avg headcount
93rd
Percentile by assets National rank
$836,411
Avg per participant High balance/head
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Official DOL plan name: Brooks Pierce Retirement and Savings Plan · Sponsored by Brooks Pierce Mclendon Humphrey & Leonard, LLP · North Carolina · Professional & Technical Services

$155M in assets, 185 participants

Brooks Pierce Mclendon Humphrey & Leonard, LLP's Brooks Pierce Retirement and Savings Plan reported $155M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,012 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Brooks Pierce Retirement and Savings Plan covers 185 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $155M.

#19,012
in Professional & Technical Services (20,173 peers)
+9.7%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Brooks Pierce Retirement and Savings Plan's outsized position by total assets

Brooks Pierce Retirement and Savings Plan vs every filed plan by assets

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

$154,735,950 Top 7% higher than 93% 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

Brooks Pierce Retirement and Savings 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. Brooks Pierce Retirement and Savings Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brooks Pierce Retirement and Savings Plan reported net income rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Brooks Pierce Retirement and Savings Plan reported participants rose from 156 in the plan year 2023 filing to 185 in the plan year 2024 filing.
  • Brooks Pierce Retirement and Savings Plan end-of-year assets rose from $141M in the plan year 2023 filing to $155M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 560561489 · Brooks Pierce Mclendon Humphrey & Leonard, LLP PY 2024 · 401(k)

Brooks Pierce Retirement and Savings Plan · $155M · 185 · 93rd

  • EIN $155M
  • EIN 185
  • EIN 93rd
  • EIN 401(k)
  • EIN near Link-Belt Employees' Savings & Investment Plan
  • EIN ind #19012

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 North Carolina →

Brooks Pierce Retirement and Savings Plan in the asset neighbourhood

Brooks Pierce Retirement and Savings PlanBrooks Pierce Retirement and…$155MLink-Belt Employees' Savings & Investment PlanLink-Belt Employees' Savings…$155MCellmark Profit Sharing Plan and TrustCellmark Profit Sharing Plan…$155MGloballogic Inc. Retirement TrustGloballogic Inc. Retirement …$155MAFL-CIO Deferred Compensation PlanAFL-CIO Deferred Compensatio…$155M
End-of-year total assets ($M) among Brooks Pierce Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$141M
Net Assets (End of Year)$155M
Net Income$14M
Employer EIN560561489
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brooks Pierce Mclendon Humphrey & Leonard, LLP)

Sponsor-wide plan assets over time

All Brooks Pierce Mclendon Humphrey & Leonard, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$155M 19.396642741496446% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $130M $155M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 155 $130M
2023 1 156 $141M
2024 1 185 $155M

Nearby 401(k) Plans in North Carolina

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

Brooks Pierce Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Brooks Pierce Retirement and Savings Plan, Total assets ($B): 0.15473595 · Participants: 185Brooks Pierce Retirement and Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Brooks Pierce Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Brooks Pierce Retirement and Savings Plan side-by-side with 3 peers →

Brooks Pierce Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Link-Belt Employees' Savings & Investment Plan in KY ($155M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($155M here).

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Brooks Pierce Retirement and Savings Plan assets move in 2024? ▼
Brooks Pierce Retirement and Savings Plan grew at a solid clip - up 9.7% during 2024, from $141M to $155M. Reported net income was $14M.
How have Brooks Pierce Mclendon Humphrey & Leonard, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brooks Pierce Mclendon Humphrey & Leonard, LLP's sponsor-wide assets grew 19.4%, from $130M to $155M.
Where does Brooks Pierce Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Brooks Pierce Retirement and Savings Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Brooks Pierce Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Link-Belt Employees' Savings & Investment Plan in KY ($155M, 780 participants).
Which 401(k) plans cover a similar participant headcount to Brooks Pierce Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (185 participants, $982K 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 560561489.

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.