ESOP · DOL Form 5500 · 2022

Brockway-Smith Company ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
61
Participants Small participant base
70th
Percentile by assets National rank
$213,203
Avg per participant Above avg balance/head
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Official DOL plan name: Brockway-Smith Company Employee Stock Ownership Plan & Trust · Sponsored by Brockway-Smith Company · Massachusetts · Wholesale Trade

$13M in assets, 61 participants

Brockway-Smith Company's Brockway-Smith Company Employee Stock Ownership Plan & Trust reported $13M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,424 in Wholesale Trade (6,843 peers)

Brockway-Smith Company multi-year trail

Brockway-Smith Company's plans moved -95.3% in assets from 2022 to 2024; this filing shows Brockway-Smith Company Employee Stock Ownership Plan & Trust at $13M / 61 participants.

#4,424
in Wholesale Trade (6,843 peers)
+17.9%
assets growth YoY

Brockway-Smith Company Employee Stock Ownership Plan & Trust's outsized position by total assets

Brockway-Smith Company Employee Stock Ownership Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,005,370 Top 30% higher than 70% of 139,123 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 2022

Brockway-Smith Company Employee Stock Ownership Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brockway-Smith Company Employee Stock Ownership Plan & Trust is a small filing (61 participants) on this national headcount ladder.

DOL schedule card

Filing strip 041123740 · Brockway-Smith Company PY 2022 · ESOP

Brockway-Smith Company Employee Stock Ownership Plan & Trust · $13M · 61 · 70th

  • PHOTO $13M
  • IND 61
  • EOY 70th
  • 5500 ESOP
  • ASSETS near Forte Residential, Inc. Employee Stock Ownership Plan
  • PCT ind #4424

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 What is an ESOP? → · Plans in Massachusetts →

Brockway-Smith Company Employee Stock Ownership Plan & Trust in the asset neighbourhood

Quad/Graphics ESOP$13MEsco Group Employee Stock Ownership PlanEsco Group Employee Stock Ow…$13MEmployee Stock Ownership Plan and Trust for the Employees of Quality Manufacturing Services, Inc.Employee Stock Ownership Pla…$13MBrockway-Smith Company Employee Stock Ownership Plan & TrustBrockway-Smith Company Emplo…$13MForte Residential, Inc. Employee Stock Ownership PlanForte Residential, Inc. Empl…$13M
End-of-year total assets ($M) among Brockway-Smith Company Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Brockway-Smith Company multi-year asset trail

Sponsor-wide plan assets over time

All Brockway-Smith Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 95.25836451396503% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $60.1M $2.85M ▼ -95.3%
Year Plans Participants Total Assets
2022 2 437 $60M
2023 2 429 $51M
2024 2 57 $3M

Brockway-Smith Company filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN041123740
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Brockway-Smith Company Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Brockway-Smith Company Employee Stock Ownership Plan & Trust, Total assets ($M): 13.00537 · Participants: 61Brockway-Smith Company Employee Stock Ownership Plan & TrustConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Brockway-Smith Company Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Brockway-Smith Company Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Brockway-Smith Company Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Forte Residential, Inc. Employee Stock Ownership Plan in IN ($13M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brockway-Smith Company Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Brockway-Smith Company Employee Stock Ownership Plan & Trust grew sharply - up 17.9% during 2022, from $11M to $13M. Reported net income was $2M.
How have Brockway-Smith Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brockway-Smith Company's sponsor-wide assets declined 95.3%, from $60M to $3M.
Which ESOP plans are similar in size to Brockway-Smith Company Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Forte Residential, Inc. Employee Stock Ownership Plan in IN ($13M, 284 participants).
Which ESOP plans cover a similar participant headcount to Brockway-Smith Company Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041123740.

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.