401(k) · DOL Form 5500 · 2024

Bragg Investment Company, Inc. 401(k) Plan

Data updated 2026-08-11

$86M
Total assets: 762
Participants: 89th
Percentile by assets: $112,710
Avg per participant

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.

89th percentile by assets (of 123,622 plans)
#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.

$86M
total plan assets (2024 EOY): 762
covered participants: 89th
percentile by assets (of 123,622 plans): $112,710
avg assets per participant

Where Bragg Investment Company, Inc. Employee Savings Plan sits 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 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.

See the national 2023→2024 release diff →

State

California

Industry

Construction

Bragg Investment Company, Inc. Employee Savings Plan vs the 2024 asset distribution

By assets, Bragg Investment Company, Inc. Employee Savings Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Bragg Investment Company, Inc. plans on file

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.

Bragg Investment Company, Inc. Employee Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Bragg Investment Company, Inc. Employee … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bragg Investment Company, Inc. Employee Savings Plan by total assets, not by location.

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

Frequently Asked Questions

How did Bragg Investment Company, Inc. Employee Savings Plan assets move in 2024? ▼

Bragg Investment Company, Inc. Employee Savings Plan grew sharply - up 17.5% during 2024, from $73M to $86M. Reported net income was $13M.

How have Bragg Investment Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bragg Investment Company, Inc.'s sponsor-wide assets grew 38.1%, from $62M to $86M.

Where does Bragg Investment Company, Inc. Employee Savings Plan rank by assets among Form 5500 filers? ▼

Bragg Investment Company, Inc. Employee Savings Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Bragg Investment Company, Inc. Employee Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Aviat Networks 401(k) Plan in TX ($86M, 288 participants).

Next read for Bragg Investment Company, Inc. Employee …

Scale reading

Ways to act on Bragg Investment Company, Inc. Employee Savings Plan's numbers.

By total assets, Bragg Investment Company, Inc. Employee Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Bragg Investment Company, Inc.'s sponsor-wide assets have grown 38.1% since 2022 across 3 plan years on file. More Construction plans

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 953565032.