401(k) · DOL Form 5500 · 2024

Brinker Simpson & Company LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 78
Participants Small participant base: 50th
Percentile by assets National rank: $96,624
Avg per participant Below avg balance/head

Official DOL plan name: Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Brinker Simpson & Company LLC · Pennsylvania · Professional & Technical Services

$8M in assets, 78 participants

Brinker Simpson & Company LLC's Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

#9,670 in Professional & Technical Services (20,173 peers)

2024 asset change

Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust grew sharply 27.1% in 2024 ($6M → $8M) for 78 participants.

#9,670
in Professional & Technical Services (20,173 peers): +27.1%
assets growth YoY

Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,536,660 Top 50% higher than 50% 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

Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust is a small filing (78 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 263838358 · Brinker Simpson & Company LLC PY 2024 · 401(k)

Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust · $8M · 78 · 50th

ASSETS $8M
ASSETS 78
ASSETS 50th
ASSETS 401(k)
ASSETS near Crest Cadillac and Grand Subaru 401(k) Plan
ASSETS ind #9670

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 Pennsylvania →

End-of-year total assets ($M) among Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	263838358
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Crest Cadillac and Grand Subaru 401(k) Plan in WI ($8M); by covered participants it is Altro USA, Inc. Retirement Plan in MA (78 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Crest Cadillac and Grand Subaru 401(k) Plan (WI) $8M · 132
Ryan and Wetmore PC 401(k) Profit Sharing Plan & Trust (MD) $8M · 40
Sio2 Medical Products, Inc. 401(k) Plan (AL) $8M · 111
Chsu 401(k) Plan (CA) $8M · 136

Similar participant headcount

Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.

Altro USA, Inc. Retirement Plan (MA) 78 · 0 off
Avb Bank 401(k) Profit Sharing Plan (OK) 78 · 0 off
Logix Inc 401(k) Profit Sharing Plan & Trust (MA) 78 · 0 off
Midland Metal Products Co., Retirement Benefits Plan (IL) 78 · 0 off

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 Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼

Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 27.1% during 2024, from $6M to $8M. Reported net income was $2M.

Which 401(k) plans are similar in size to Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Crest Cadillac and Grand Subaru 401(k) Plan in WI ($8M, 132 participants).

Which 401(k) plans cover a similar participant headcount to Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Altro USA, Inc. Retirement Plan in MA (78 participants, $12M 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 263838358.