Department of Labor filing

BRENNER OIL COMPANY

BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN · For the plan year ended Sep 30, 2025

Public filing 2024 · received Jul 14, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

28filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,093

Reported employer contributions per active participant.

Higher than about 26% of comparable plans

#People in the filing

183

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$240 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 33% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202428out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions26th percentileTypical peer $1,953 · based on 807 comparable plans

Lower reported administrative expense33rd percentileTypical peer $170 · based on 814 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, BRENNER OIL COMPANY reported $200,063 in employer contributions across the plan and 183 active participants. That works out to $1,093 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy89%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 2.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 16.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context28/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $200,063
Participant contributions: $969,163
Other contributions: $138,760
Employer share of reported contributions: 17.1%
Beginning assets: $14,530,364
Ending assets: $16,768,521
Ending net assets: $16,768,521
Ending liabilities: Not reported
Total income: $4,385,207
Total expenses: $2,147,050
Administrative expenses: $51,596
Participant loans: $263,152

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,064

2023

$1,081

2024

$1,093

Plan-paid administrative expenses per participant

2022

$286

2023

$237

2024

$240

Active participants

2022

188

2023

185

2024

183

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,093	183	16.8M	20260714143914NAL0001177491001
2023	$1,081	185	14.5M	20250710222857NAL0003811811001
2022	$1,064	188	11.3M	20240619105622NAL0003902161001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 382082221-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Sep 17, 1976
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2R2S2T3D

Current plan terms

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Filing ACK_ID20260714143914NAL0001177491001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗