401(k) · DOL Form 5500 · 2024

The Brownstone Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
146
Participants Small participant base
52nd
Percentile by assets National rank
$57,403
Avg per participant Low balance/head
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Official DOL plan name: Brownstone Group, Inc. 401(k) Plan · Sponsored by The Brownstone Group, Inc. · Texas · Management of Enterprises

$8M in assets, 146 participants

The Brownstone Group, Inc.'s Brownstone Group, Inc. 401(k) Plan reported $8M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #417 in Management of Enterprises (1,133 peers)

Coverage in Texas

Brownstone Group, Inc. 401(k) Plan covers 146 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#417
in Management of Enterprises (1,133 peers)
+17.9%
assets growth YoY

Brownstone Group, Inc. 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Brownstone Group, Inc. 401(k) Plan vs every filed plan by assets

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

$8,380,804 Top 48% higher than 52% 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

Brownstone Group, Inc. 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. Brownstone Group, Inc. 401(k) Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brownstone Group, Inc. 401(k) Plan reported participants rose from 95 in the plan year 2023 filing to 146 in the plan year 2024 filing.
  • Brownstone Group, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Brownstone Group, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 760667202 · The Brownstone Group, Inc. PY 2024 · 401(k)

Brownstone Group, Inc. 401(k) Plan · $8M · 146 · 52nd

  • EBSA $8M
  • EBSA 146
  • EBSA 52nd
  • EBSA 401(k)
  • EBSA near International Foodservice Distributors Association, Inc. 401(k) Plan
  • EBSA ind #417

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 Management of Enterprises retirement plans → · Plans in Texas →

Brownstone Group, Inc. 401(k) Plan in the asset neighbourhood

Brownstone Group, Inc. 401(k) PlanBrownstone Group, Inc. 401(k…$8MInternational Foodservice Distributors Association, Inc. 401(k) PlanInternational Foodservice Di…$8MLmi 2.0, LLC 401(k) Plan$8MPamar Enterprises, Inc Employee's 401(k) Profit Sharing PlanPamar Enterprises, Inc Emplo…$8MMrc III 401(k) Plan$8M
End-of-year total assets ($M) among Brownstone Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN760667202
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brownstone Group, Inc.)

Sponsor-wide plan assets over time

All The Brownstone Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 17.922716250991446% vs 2023
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 20232024 $7.11M $8.38M ▲ +17.9%
Year Plans Participants Total Assets
2023 1 95 $7M
2024 1 146 $8M

Nearby 401(k) Plans in Texas

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

Brownstone Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Brownstone Group, Inc. 401(k) Plan, Total assets ($B): 0.008380804 · Participants: 146Brownstone Group, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Brownstone Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Brownstone Group, Inc. 401(k) Plan side-by-side with 3 peers →

Brownstone Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is International Foodservice Distributors Association, Inc. 401(k) Plan in VA ($8M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Brownstone Group, Inc. 401(k) Plan assets move in 2024? ▼
Brownstone Group, Inc. 401(k) Plan grew sharply - up 17.9% during 2024, from $7M to $8M. Reported net income was $1M.
How have The Brownstone Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Brownstone Group, Inc.'s sponsor-wide assets grew 17.9%, from $7M to $8M.
Which 401(k) plans are similar in size to Brownstone Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Foodservice Distributors Association, Inc. 401(k) Plan in VA ($8M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Brownstone Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants, $3M 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 760667202.

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.