Profit Sharing · DOL Form 5500 · 2024

Bracken Data Inc Marketing Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
16
Participants Small participant base
23rd
Percentile by assets National rank
$62,505
Avg per participant Low balance/head
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Official DOL plan name: Bracken Data Inc Profit Sharing Plan · Sponsored by Bracken Data Inc Marketing · Pennsylvania · Professional & Technical Services

$1M in assets, 16 participants

Bracken Data Inc Marketing's Bracken Data Inc Profit Sharing Plan reported $1M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,659 in Professional & Technical Services (20,173 peers)

Bracken Data Inc Marketing multi-year trail

Bracken Data Inc Marketing's plans moved +98.4% in assets from 2022 to 2024; this filing shows Bracken Data Inc Profit Sharing Plan at $1M / 16 participants.

#3,659
in Professional & Technical Services (20,173 peers)
+24.8%
assets growth YoY

Bracken Data Inc Profit Sharing Plan among the smaller filed plans by assets

Bracken Data Inc Profit Sharing Plan vs every filed plan by assets

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

$1,000,072 23rd percentile higher than 23% 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

Bracken Data Inc Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bracken Data Inc Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bracken Data Inc Profit Sharing Plan reported net income fell from $298K in the plan year 2023 filing to $198K in the plan year 2024 filing.
  • Bracken Data Inc Profit Sharing Plan end-of-year assets rose from $802K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bracken Data Inc Profit Sharing Plan reported participants rose from 14 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 473240425 · Bracken Data Inc Marketing PY 2024 · Profit Sharing

Bracken Data Inc Profit Sharing Plan · $1M · 16 · 23rd

  • 5500 $1M
  • ASSETS 16
  • PCT 23rd
  • EIN Profit Sharing
  • RANK near Nova Capital Funding Inc. Retirement Plan
  • PHOTO ind #3659

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 →

Bracken Data Inc Profit Sharing Plan in the asset neighbourhood

Bracken Data Inc Profit Sharing PlanBracken Data Inc Profit Shar…$1MNova Capital Funding Inc. Retirement PlanNova Capital Funding Inc. Re…$1MRousemkg Inc. Retirement Plan$1MPate Industries Inc. Retirement PlanPate Industries Inc. Retirem…$1MSalutem Primum, Inc. Retirement PlanSalutem Primum, Inc. Retirem…$1M
End-of-year total assets ($M) among Bracken Data Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bracken Data Inc Marketing multi-year asset trail

Sponsor-wide plan assets over time

All Bracken Data Inc Marketing plans reported in each filing year

Latest sponsor-wide plan assets
$1M 98.41792934052613% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.5M $1M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 10 $504K
2023 1 14 $802K
2024 1 16 $1M

Bracken Data Inc Marketing filing trail (2024)

Total Assets (Beginning of Year)$802K
Net Assets (End of Year)$1M
Net Income$198K
Employer EIN473240425
Plan Effective Date2015-02-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bracken Data Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Bracken Data Inc Profit Sharing Plan, Total assets ($B): 0.001000072 · Participants: 16Bracken Data Inc Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Bracken Data Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Bracken Data Inc Profit Sharing Plan side-by-side with 3 peers →

Bracken Data Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Nova Capital Funding Inc. Retirement Plan in NJ ($1M); by covered participants it is Beaumont Rice Mills, Inc. Profit Sharing Trust in TX (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Bracken Data Inc Profit Sharing Plan assets move in 2024? ▼
Bracken Data Inc Profit Sharing Plan grew sharply - up 24.8% during 2024, from $802K to $1M. Reported net income was $198K.
How have Bracken Data Inc Marketing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bracken Data Inc Marketing's sponsor-wide assets grew 98.4%, from $504K to $1M.
Where does Bracken Data Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bracken Data Inc Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Bracken Data Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nova Capital Funding Inc. Retirement Plan in NJ ($1M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Bracken Data Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Beaumont Rice Mills, Inc. Profit Sharing Trust in TX (16 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 473240425.

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.