401(k) · DOL Form 5500 · 2024

Brad Werner & Company 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$719,833
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Brad Werner & Company 401(k) Plan · Sponsored by Brad Werner & Company · Indiana · Finance & Insurance

$1M in assets, 2 participants

Brad Werner & Company's Brad Werner & Company 401(k) Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,359 in Finance & Insurance (8,549 peers)

2024 asset change

Brad Werner & Company 401(k) Plan grew at a solid clip 12.5% in 2024 ($1M → $1M) for 2 participants.

#1,359
in Finance & Insurance (8,549 peers)
+12.5%
assets growth YoY

Brad Werner & Company 401(k) Plan among the smaller filed plans by assets

Brad Werner & Company 401(k) Plan vs every filed plan by assets

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

$1,439,665 26th percentile higher than 26% 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

Brad Werner & Company 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brad Werner & Company 401(k) Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 351841137 · Brad Werner & Company PY 2024 · 401(k)

Brad Werner & Company 401(k) Plan · $1M · 2 · 26th

  • PART $1M
  • PART 2
  • PART 26th
  • PART 401(k)
  • PART near Vaz Consulting Corporation 401(k) Plan
  • PART ind #1359

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 Finance & Insurance retirement plans → · Plans in Indiana →

Brad Werner & Company 401(k) Plan in the asset neighbourhood

Brad Werner & Company 401(k) PlanBrad Werner & Company 401(k)…$1MVaz Consulting Corporation 401(k) PlanVaz Consulting Corporation 4…$1MDave's Express Delivery Inc. 401(k) Profit Sharing Plan and TrustDave's Express Delivery Inc.…$1MHalstead Contractors, LLC 401(k) PlanHalstead Contractors, LLC 40…$1MKlmn Painting Corporation 401(k) Profit Sharing PlanKlmn Painting Corporation 40…$1M
End-of-year total assets ($M) among Brad Werner & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$160K
Employer EIN351841137
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Brad Werner & Company 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Brad Werner & Company 401(k) Plan, Total assets ($B): 0.001439665 · Participants: 2Brad Werner & Company 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Brad Werner & Company 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Brad Werner & Company 401(k) Plan side-by-side with 3 peers →

Brad Werner & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Vaz Consulting Corporation 401(k) Plan in VA ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Brad Werner & Company 401(k) Plan assets move in 2024? ▼
Brad Werner & Company 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $1M to $1M. Reported net income was $160K.
Which 401(k) plans are similar in size to Brad Werner & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vaz Consulting Corporation 401(k) Plan in VA ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Brad Werner & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 351841137.

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.