Lowe Brockenbrough & Co. Inc.
Plan context: Lowe Brockenbrough & Company 401K Plan
EIN 54-0859081 • Richmond, VA • 30 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
35
2025 Assets
$20,501,391
2025 Contributions
$1,133,634
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 35 | $20,501,391 | $1,133,634 | $32,390iApproximate average salary by contribution assumption: employee only about $809,739 at 4% or $539,826 at 6%; with 50% employer match about $539,826 at 4% or $359,884 at 6%; with 100% employer match about $404,869 at 4% or $269,913 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 35 | $20,501,391 | $1,133,634 | $32,390iApproximate average salary by contribution assumption: employee only about $809,739 at 4% or $539,826 at 6%; with 50% employer match about $539,826 at 4% or $359,884 at 6%; with 100% employer match about $404,869 at 4% or $269,913 at 6%. |
| 2024 | 1 | 34 | $17,771,498 | $1,079,244 | $31,742iApproximate average salary by contribution assumption: employee only about $793,562 at 4% or $529,041 at 6%; with 50% employer match about $529,041 at 4% or $352,694 at 6%; with 100% employer match about $396,781 at 4% or $264,521 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 34 | $17,771,498 | $1,079,244 | $31,742iApproximate average salary by contribution assumption: employee only about $793,562 at 4% or $529,041 at 6%; with 50% employer match about $529,041 at 4% or $352,694 at 6%; with 100% employer match about $396,781 at 4% or $264,521 at 6%. |
| 2023 | 1 | 33 | $15,017,054 | $972,878 | $29,481iApproximate average salary by contribution assumption: employee only about $737,029 at 4% or $491,353 at 6%; with 50% employer match about $491,353 at 4% or $327,568 at 6%; with 100% employer match about $368,514 at 4% or $245,676 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 33 | $15,017,054 | $972,878 | $29,481iApproximate average salary by contribution assumption: employee only about $737,029 at 4% or $491,353 at 6%; with 50% employer match about $491,353 at 4% or $327,568 at 6%; with 100% employer match about $368,514 at 4% or $245,676 at 6%. |
| 2022 | 1 | 29 | $12,832,283 | $931,886 | $32,134iApproximate average salary by contribution assumption: employee only about $803,350 at 4% or $535,567 at 6%; with 50% employer match about $535,567 at 4% or $357,044 at 6%; with 100% employer match about $401,675 at 4% or $267,783 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 29 | $12,832,283 | $931,886 | $32,134iApproximate average salary by contribution assumption: employee only about $803,350 at 4% or $535,567 at 6%; with 50% employer match about $535,567 at 4% or $357,044 at 6%; with 100% employer match about $401,675 at 4% or $267,783 at 6%. |
| 2021 | 1 | 29 | $16,152,464 | $936,399 | $32,290iApproximate average salary by contribution assumption: employee only about $807,241 at 4% or $538,160 at 6%; with 50% employer match about $538,160 at 4% or $358,774 at 6%; with 100% employer match about $403,620 at 4% or $269,080 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 29 | $16,152,464 | $936,399 | $32,290iApproximate average salary by contribution assumption: employee only about $807,241 at 4% or $538,160 at 6%; with 50% employer match about $538,160 at 4% or $358,774 at 6%; with 100% employer match about $403,620 at 4% or $269,080 at 6%. |
| 2020 | 1 | 26 | $13,333,828 | $1,027,876 | $39,534iApproximate average salary by contribution assumption: employee only about $988,342 at 4% or $658,895 at 6%; with 50% employer match about $658,895 at 4% or $439,263 at 6%; with 100% employer match about $494,171 at 4% or $329,447 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 26 | $13,333,828 | $1,027,876 | $39,534iApproximate average salary by contribution assumption: employee only about $988,342 at 4% or $658,895 at 6%; with 50% employer match about $658,895 at 4% or $439,263 at 6%; with 100% employer match about $494,171 at 4% or $329,447 at 6%. |
| 2019 | 1 | 29 | $11,692,590 | $817,851 | $28,202iApproximate average salary by contribution assumption: employee only about $705,044 at 4% or $470,029 at 6%; with 50% employer match about $470,029 at 4% or $313,353 at 6%; with 100% employer match about $352,522 at 4% or $235,015 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 29 | $11,692,590 | $817,851 | $28,202iApproximate average salary by contribution assumption: employee only about $705,044 at 4% or $470,029 at 6%; with 50% employer match about $470,029 at 4% or $313,353 at 6%; with 100% employer match about $352,522 at 4% or $235,015 at 6%. |
| 2018 | 1 | 27 | $9,613,275 | $758,925 | $28,108iApproximate average salary by contribution assumption: employee only about $702,708 at 4% or $468,472 at 6%; with 50% employer match about $468,472 at 4% or $312,315 at 6%; with 100% employer match about $351,354 at 4% or $234,236 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 27 | $9,613,275 | $758,925 | $28,108iApproximate average salary by contribution assumption: employee only about $702,708 at 4% or $468,472 at 6%; with 50% employer match about $468,472 at 4% or $312,315 at 6%; with 100% employer match about $351,354 at 4% or $234,236 at 6%. |
| 2017 | 1 | 26 | $9,925,932 | $721,138 | $27,736iApproximate average salary by contribution assumption: employee only about $693,402 at 4% or $462,268 at 6%; with 50% employer match about $462,268 at 4% or $308,179 at 6%; with 100% employer match about $346,701 at 4% or $231,134 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 26 | $9,925,932 | $721,138 | $27,736iApproximate average salary by contribution assumption: employee only about $693,402 at 4% or $462,268 at 6%; with 50% employer match about $462,268 at 4% or $308,179 at 6%; with 100% employer match about $346,701 at 4% or $231,134 at 6%. |
| 2016 | 1 | 30 | $8,912,448 | $984,029 | $32,801iApproximate average salary by contribution assumption: employee only about $820,024 at 4% or $546,683 at 6%; with 50% employer match about $546,683 at 4% or $364,455 at 6%; with 100% employer match about $410,012 at 4% or $273,341 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 30 | $8,912,448 | $984,029 | $32,801iApproximate average salary by contribution assumption: employee only about $820,024 at 4% or $546,683 at 6%; with 50% employer match about $546,683 at 4% or $364,455 at 6%; with 100% employer match about $410,012 at 4% or $273,341 at 6%. |
| 2015 | 1 | 28 | $7,539,484 | $615,227 | $21,972iApproximate average salary by contribution assumption: employee only about $549,310 at 4% or $366,207 at 6%; with 50% employer match about $366,207 at 4% or $244,138 at 6%; with 100% employer match about $274,655 at 4% or $183,103 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 28 | $7,539,484 | $615,227 | $21,972iApproximate average salary by contribution assumption: employee only about $549,310 at 4% or $366,207 at 6%; with 50% employer match about $366,207 at 4% or $244,138 at 6%; with 100% employer match about $274,655 at 4% or $183,103 at 6%. |
| 2014 | 1 | 28 | $8,400,506 | $864,100 | $30,861iApproximate average salary by contribution assumption: employee only about $771,518 at 4% or $514,345 at 6%; with 50% employer match about $514,345 at 4% or $342,897 at 6%; with 100% employer match about $385,759 at 4% or $257,173 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 28 | $8,400,506 | $864,100 | $30,861iApproximate average salary by contribution assumption: employee only about $771,518 at 4% or $514,345 at 6%; with 50% employer match about $514,345 at 4% or $342,897 at 6%; with 100% employer match about $385,759 at 4% or $257,173 at 6%. |
| 2013 | 1 | 25 | $7,643,223 | $518,276 | $20,731iApproximate average salary by contribution assumption: employee only about $518,276 at 4% or $345,517 at 6%; with 50% employer match about $345,517 at 4% or $230,345 at 6%; with 100% employer match about $259,138 at 4% or $172,759 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 25 | $7,643,223 | $518,276 | $20,731iApproximate average salary by contribution assumption: employee only about $518,276 at 4% or $345,517 at 6%; with 50% employer match about $345,517 at 4% or $230,345 at 6%; with 100% employer match about $259,138 at 4% or $172,759 at 6%. |
| 2012 | 1 | 23 | $8,018,154 | $416,745 | $18,119iApproximate average salary by contribution assumption: employee only about $452,984 at 4% or $301,989 at 6%; with 50% employer match about $301,989 at 4% or $201,326 at 6%; with 100% employer match about $226,492 at 4% or $150,995 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 23 | $8,018,154 | $416,745 | $18,119iApproximate average salary by contribution assumption: employee only about $452,984 at 4% or $301,989 at 6%; with 50% employer match about $301,989 at 4% or $201,326 at 6%; with 100% employer match about $226,492 at 4% or $150,995 at 6%. |
| 2011 | 1 | 19 | $9,011,872 | $357,367 | $18,809iApproximate average salary by contribution assumption: employee only about $470,220 at 4% or $313,480 at 6%; with 50% employer match about $313,480 at 4% or $208,987 at 6%; with 100% employer match about $235,110 at 4% or $156,740 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 19 | $9,011,872 | $357,367 | $18,809iApproximate average salary by contribution assumption: employee only about $470,220 at 4% or $313,480 at 6%; with 50% employer match about $313,480 at 4% or $208,987 at 6%; with 100% employer match about $235,110 at 4% or $156,740 at 6%. |
| 2010 | 1 | 19 | $9,407,541 | $398,887 | $20,994iApproximate average salary by contribution assumption: employee only about $524,851 at 4% or $349,901 at 6%; with 50% employer match about $349,901 at 4% or $233,267 at 6%; with 100% employer match about $262,426 at 4% or $174,950 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 19 | $9,407,541 | $398,887 | $20,994iApproximate average salary by contribution assumption: employee only about $524,851 at 4% or $349,901 at 6%; with 50% employer match about $349,901 at 4% or $233,267 at 6%; with 100% employer match about $262,426 at 4% or $174,950 at 6%. |
| 2009 | 1 | 20 | $8,534,080 | $303,784 | $15,189iApproximate average salary by contribution assumption: employee only about $379,730 at 4% or $253,153 at 6%; with 50% employer match about $253,153 at 4% or $168,769 at 6%; with 100% employer match about $189,865 at 4% or $126,577 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 20 | $8,534,080 | $303,784 | $15,189iApproximate average salary by contribution assumption: employee only about $379,730 at 4% or $253,153 at 6%; with 50% employer match about $253,153 at 4% or $168,769 at 6%; with 100% employer match about $189,865 at 4% or $126,577 at 6%. |
| 2008 | 1 | 21 | $7,030,439 | $563,857 | $26,850iApproximate average salary by contribution assumption: employee only about $671,258 at 4% or $447,506 at 6%; with 50% employer match about $447,506 at 4% or $298,337 at 6%; with 100% employer match about $335,629 at 4% or $223,753 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 21 | $7,030,439 | $563,857 | $26,850iApproximate average salary by contribution assumption: employee only about $671,258 at 4% or $447,506 at 6%; with 50% employer match about $447,506 at 4% or $298,337 at 6%; with 100% employer match about $335,629 at 4% or $223,753 at 6%. |
| 2007 | 1 | 26 | $0 | $0 | - |
| Lowe Brockenbrough & Company 401K Plan | - | 26 | - | - | - |
| 2006 | 1 | 27 | $8,488,407 | $579,299 | $21,456iApproximate average salary by contribution assumption: employee only about $536,388 at 4% or $357,592 at 6%; with 50% employer match about $357,592 at 4% or $238,395 at 6%; with 100% employer match about $268,194 at 4% or $178,796 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 27 | $8,488,407 | $579,299 | $21,456iApproximate average salary by contribution assumption: employee only about $536,388 at 4% or $357,592 at 6%; with 50% employer match about $357,592 at 4% or $238,395 at 6%; with 100% employer match about $268,194 at 4% or $178,796 at 6%. |
| 2005 | 1 | 30 | $8,612,224 | $216,842 | $7,228iApproximate average salary by contribution assumption: employee only about $180,702 at 4% or $120,468 at 6%; with 50% employer match about $120,468 at 4% or $80,312 at 6%; with 100% employer match about $90,351 at 4% or $60,234 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 30 | $8,612,224 | $216,842 | $7,228iApproximate average salary by contribution assumption: employee only about $180,702 at 4% or $120,468 at 6%; with 50% employer match about $120,468 at 4% or $80,312 at 6%; with 100% employer match about $90,351 at 4% or $60,234 at 6%. |
| 2004 | 1 | 31 | $8,016,830 | $599,828 | $19,349iApproximate average salary by contribution assumption: employee only about $483,732 at 4% or $322,488 at 6%; with 50% employer match about $322,488 at 4% or $214,992 at 6%; with 100% employer match about $241,866 at 4% or $161,244 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 31 | $8,016,830 | $599,828 | $19,349iApproximate average salary by contribution assumption: employee only about $483,732 at 4% or $322,488 at 6%; with 50% employer match about $322,488 at 4% or $214,992 at 6%; with 100% employer match about $241,866 at 4% or $161,244 at 6%. |
| 2003 | 1 | 35 | $7,012,245 | $574,993 | $16,428iApproximate average salary by contribution assumption: employee only about $410,709 at 4% or $273,806 at 6%; with 50% employer match about $273,806 at 4% or $182,537 at 6%; with 100% employer match about $205,355 at 4% or $136,903 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 35 | $7,012,245 | $574,993 | $16,428iApproximate average salary by contribution assumption: employee only about $410,709 at 4% or $273,806 at 6%; with 50% employer match about $273,806 at 4% or $182,537 at 6%; with 100% employer match about $205,355 at 4% or $136,903 at 6%. |
| 2002 | 1 | 38 | $5,516,805 | $612,210 | $16,111iApproximate average salary by contribution assumption: employee only about $402,770 at 4% or $268,513 at 6%; with 50% employer match about $268,513 at 4% or $179,009 at 6%; with 100% employer match about $201,385 at 4% or $134,257 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 38 | $5,516,805 | $612,210 | $16,111iApproximate average salary by contribution assumption: employee only about $402,770 at 4% or $268,513 at 6%; with 50% employer match about $268,513 at 4% or $179,009 at 6%; with 100% employer match about $201,385 at 4% or $134,257 at 6%. |
| 2001 | 2 | 43 | $10,926,298 | $695,546 | $16,175iApproximate average salary by contribution assumption: employee only about $404,387 at 4% or $269,591 at 6%; with 50% employer match about $269,591 at 4% or $179,728 at 6%; with 100% employer match about $202,194 at 4% or $134,796 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 43 | $6,194,518 | $239,408 | $5,568iApproximate average salary by contribution assumption: employee only about $139,191 at 4% or $92,794 at 6%; with 50% employer match about $92,794 at 4% or $61,863 at 6%; with 100% employer match about $69,595 at 4% or $46,397 at 6%. |
| Money Purchase Pension Plan and Trust of Lowe, Brockenbrough & Company Inc. | - | 0 | $4,731,780 | $456,138 | - |
| 2000 | 2 | 41 | $6,579,684 | $657,083 | $16,026iApproximate average salary by contribution assumption: employee only about $400,660 at 4% or $267,107 at 6%; with 50% employer match about $267,107 at 4% or $178,071 at 6%; with 100% employer match about $200,330 at 4% or $133,553 at 6%. |
| Money Purchase Pension Plan and Trust of Lowe, Brockenbrough & Company Inc. | - | 33 | $5,151,400 | $438,987 | $13,303iApproximate average salary by contribution assumption: employee only about $332,566 at 4% or $221,711 at 6%; with 50% employer match about $221,711 at 4% or $147,807 at 6%; with 100% employer match about $166,283 at 4% or $110,855 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 41 | $1,428,284 | $218,096 | $5,319iApproximate average salary by contribution assumption: employee only about $132,985 at 4% or $88,657 at 6%; with 50% employer match about $88,657 at 4% or $59,105 at 6%; with 100% employer match about $66,493 at 4% or $44,328 at 6%. |
| 1999 | 2 | 44 | $6,120,963 | $602,448 | $13,692iApproximate average salary by contribution assumption: employee only about $342,300 at 4% or $228,200 at 6%; with 50% employer match about $228,200 at 4% or $152,133 at 6%; with 100% employer match about $171,150 at 4% or $114,100 at 6%. |
| Money Purchase Pension Plan and Trust of Lowe, Brockenbrough & Company Inc. | - | 34 | $4,804,694 | $392,435 | $11,542iApproximate average salary by contribution assumption: employee only about $288,555 at 4% or $192,370 at 6%; with 50% employer match about $192,370 at 4% or $128,247 at 6%; with 100% employer match about $144,278 at 4% or $96,185 at 6%. |
| Lowe Brockenbrough & Company 401K Plan | - | 44 | $1,316,269 | $210,013 | $4,773iApproximate average salary by contribution assumption: employee only about $119,326 at 4% or $79,550 at 6%; with 50% employer match about $79,550 at 4% or $53,034 at 6%; with 100% employer match about $59,663 at 4% or $39,775 at 6%. |