401(k) · DOL Form 5500 · 2024
Bragg Investment Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 762
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $112,710
- Avg per participant Below avg balance/head
Official DOL plan name: Bragg Investment Company, Inc. Employee Savings Plan · Sponsored by Bragg Investment Company, Inc. · California · Construction
$86M in assets, 762 participants
Bragg Investment Company, Inc.'s Bragg Investment Company, Inc. Employee Savings Plan reported $86M in total assets and 762 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,920 in Construction (9,039 peers)
Where Bragg Investment Company, Inc. Employee Savings Plan sits by assets
Bragg Investment Company, Inc. Employee Savings Plan sits in the top quartile of all filed plans by assets, $86M for 762 participants (~$112,710/participant), up 17.5% in 2024.
- #7,920
- in Construction (9,039 peers)
- +17.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Bragg Investment Company, Inc. Employee Savings Plan's outsized position by total assets
Bragg Investment Company, Inc. Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$85,885,394 Top 11% higher than 89% 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
Bragg Investment Company, Inc. Employee 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. Bragg Investment Company, Inc. Employee Savings Plan sits mid-pack in the medium band (762 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bragg Investment Company, Inc. Employee Savings Plan end-of-year assets rose from $73M in the plan year 2023 filing to $86M in the plan year 2024 filing.
- Bragg Investment Company, Inc. Employee Savings Plan reported net income rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 953565032 · Bragg Investment Company, Inc. PY 2024 · 401(k)
Bragg Investment Company, Inc. Employee Savings Plan · $86M · 762 · 89th
- EIN $86M
- RANK 762
- PHOTO 89th
- IND 401(k)
- EOY near Aviat Networks 401(k) Plan
- 5500 ind #7920
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 Construction retirement plans → · Plans in California →
Bragg Investment Company, Inc. Employee Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $13M |
| Employer EIN | 953565032 |
| Plan Effective Date | 1972-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bragg Investment Company, Inc.)
Sponsor-wide plan assets over time
All Bragg Investment Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 38.14668590218613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 752 | $62M |
| 2023 | 1 | 760 | $73M |
| 2024 | 1 | 762 | $86M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Bragg Investment Company, Inc. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Aviat Networks 401(k) Plan in TX ($86M); by covered participants it is C.L. Thomas, Inc. 401(k) Profit Sharing Plan in TX (762 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
- Aviat Networks 401(k) Plan (TX) $86M · 288
- Tpx 401(k) Plan (TX) $86M · 829
- The Transtar Employees Retirement Savings Plan (OH) $86M · 981
- Flexsteel Industries, Inc. 401(k) Plan (IA) $86M · 431
Similar participant headcount
Nearest other-state filings by covered participants (762 participants); asset peers above are excluded.
- C.L. Thomas, Inc. 401(k) Profit Sharing Plan (TX) 762 · 0 off
- Drug Plastics & Glass Company, Inc. 401(k) Profit Sharing Plan (PA) 762 · 0 off
- Aer Mfg., Inc. Retirement Savings Plan and Trust (TX) 762 · 0 off
- Mold-Rite Plastics 401(k) Plan (NY) 762 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.