401(k) · DOL Form 5500 · 2024

Brown-Wilbert, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
118
Participants Small participant base
41st
Percentile by assets National rank
$40,078
Avg per participant Low balance/head
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Official DOL plan name: Brown-Wilbert, Inc. Profit Sharing Plan and Trust · Sponsored by Brown-Wilbert, Inc. · Minnesota · Manufacturing

$5M in assets, 118 participants

Brown-Wilbert, Inc.'s Brown-Wilbert, Inc. Profit Sharing Plan and Trust reported $5M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,269 in Manufacturing (17,777 peers)

Coverage in Minnesota

Brown-Wilbert, Inc. Profit Sharing Plan and Trust covers 118 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $5M.

#4,269
in Manufacturing (17,777 peers)
-5.2%
assets change YoY

The plan reported a net loss of $260K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brown-Wilbert, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Brown-Wilbert, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,729,164 41st percentile higher than 41% 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

Brown-Wilbert, Inc. Profit Sharing Plan and Trust 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. Brown-Wilbert, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brown-Wilbert, Inc. Profit Sharing Plan and Trust reported net income fell from $30K in the plan year 2023 filing to -$260K in the plan year 2024 filing.
  • Brown-Wilbert, Inc. Profit Sharing Plan and Trust end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Brown-Wilbert, Inc. Profit Sharing Plan and Trust reported participants fell from 123 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411821767 · Brown-Wilbert, Inc. PY 2024 · 401(k)

Brown-Wilbert, Inc. Profit Sharing Plan and Trust · $5M · 118 · 41st

  • PART $5M
  • PART 118
  • PART 41st
  • PART 401(k)
  • PART near Lightforce Orthodontics Inc. 401(k) Profit Sharing Plan and Trust
  • PART ind #4269

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 Manufacturing retirement plans → · Plans in Minnesota →

Brown-Wilbert, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Brown-Wilbert, Inc. Profit Sharing Plan and TrustBrown-Wilbert, Inc. Profit S…$5MLightforce Orthodontics Inc. 401(k) Profit Sharing Plan and TrustLightforce Orthodontics Inc.…$5MSpectra Company Inc 401(k) Profit Sharing Plan & TrustSpectra Company Inc 401(k) P…$5MNational University Services, Inc Employees 401(k) PlanNational University Services…$5MEast Coast Assemblers, Inc. 401(k) PlanEast Coast Assemblers, Inc. …$5M
End-of-year total assets ($M) among Brown-Wilbert, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$260K
Employer EIN411821767
Plan Effective Date1952-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown-Wilbert, Inc.)

Sponsor-wide plan assets over time

All Brown-Wilbert, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.623665780968755% vs 2022
2024 filing year
$4.7M$4.8M$4.9M$5M$5.1M 202220232024 $4.96M $4.73M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 125 $5M
2023 1 123 $5M
2024 1 118 $5M

Nearby 401(k) Plans in Minnesota

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

Brown-Wilbert, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Brown-Wilbert, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.004729164 · Participants: 118Brown-Wilbert, Inc. Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Brown-Wilbert, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Brown-Wilbert, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Brown-Wilbert, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Lightforce Orthodontics Inc. 401(k) Profit Sharing Plan and Trust in MA ($5M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Brown-Wilbert, Inc. Profit Sharing Plan and Trust assets move in 2024? ▼
Brown-Wilbert, Inc. Profit Sharing Plan and Trust pulled back noticeably - down 5.2% during 2024, from $5M to $5M. Reported net income was -$260K.
How have Brown-Wilbert, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown-Wilbert, Inc.'s sponsor-wide assets declined 4.6%, from $5M to $5M.
Which 401(k) plans are similar in size to Brown-Wilbert, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lightforce Orthodontics Inc. 401(k) Profit Sharing Plan and Trust in MA ($5M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Brown-Wilbert, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 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 411821767.

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.