401(k) · DOL Form 5500 · 2022

Brockway-Smith Company 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
376
Participants Below avg headcount
87th
Percentile by assets National rank
$125,309
Avg per participant Near avg balance/head
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Official DOL plan name: Brockway-Smith Company Savings & Investment Plan Trust · Sponsored by Brockway-Smith Company · Massachusetts · Wholesale Trade

$47M in assets, 376 participants

Brockway-Smith Company's Brockway-Smith Company Savings & Investment Plan Trust reported $47M in total assets and 376 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,062 in Wholesale Trade (6,843 peers)

Where Brockway-Smith Company Savings & Investment Plan Trust sits by assets

Brockway-Smith Company Savings & Investment Plan Trust sits in the top quartile of all filed plans by assets, $47M for 376 participants (~$125,309/participant), down 22.9% in 2022.

#6,062
in Wholesale Trade (6,843 peers)
-22.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brockway-Smith Company Savings & Investment Plan Trust's outsized position by total assets

Brockway-Smith Company Savings & Investment Plan Trust vs every filed plan by assets

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

$47,116,354 Top 13% higher than 87% 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 Savings & Investment Plan Trust among mid-size 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 Savings & Investment Plan Trust sits mid-pack in the medium band (376 participants).

EBSA filing schedule strip

Filing strip 041123740 · Brockway-Smith Company PY 2022 · 401(k)

Brockway-Smith Company Savings & Investment Plan Trust · $47M · 376 · 87th

  • IND $47M
  • IND 376
  • IND 87th
  • IND 401(k)
  • IND near Harrell's 401(k) & Profit Sharing Plan
  • IND ind #6062

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Brockway-Smith Company Savings & Investment Plan Trust in the asset neighbourhood

Brockway-Smith Company Savings & Investment Plan TrustBrockway-Smith Company Savin…$47MDatadirect Networks, Inc. Profit Sharing 401(k) PlanDatadirect Networks, Inc. Pr…$47MWatermark Estate Management Services, LLC 401(k) PlanWatermark Estate Management …$47MHarrell's 401(k) & Profit Sharing PlanHarrell's 401(k) & Profit Sh…$47MBrock Enterprises, LLC 401(k) PlanBrock Enterprises, LLC 401(k…$47M
End-of-year total assets ($M) among Brockway-Smith Company Savings & Investment Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$47M
Net Income-$14M
Employer EIN041123740
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brockway-Smith Company)

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

Nearby 401(k) Plans in Massachusetts

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

Brockway-Smith Company Savings & Investment Plan Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Brockway-Smith Company Savings & Investment Plan Trust, Total assets ($B): 0.047116354 · Participants: 376Brockway-Smith Company Savings & Investment Plan TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Brockway-Smith Company Savings & Investment Plan Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Brockway-Smith Company Savings & Investment Plan Trust side-by-side with 3 peers →

Brockway-Smith Company Savings & Investment Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Harrell's 401(k) & Profit Sharing Plan in FL ($47M); by covered participants it is Goodwill Industries of New Mexico 403(b) Plan in NM (376 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (376 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 Savings & Investment Plan Trust assets move in 2022? ▼
Brockway-Smith Company Savings & Investment Plan Trust declined sharply - down 22.9% during 2022, from $61M to $47M. Reported net income was -$14M.
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.
Where does Brockway-Smith Company Savings & Investment Plan Trust rank by assets among Form 5500 filers? ▼
Brockway-Smith Company Savings & Investment Plan Trust ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brockway-Smith Company Savings & Investment Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Harrell's 401(k) & Profit Sharing Plan in FL ($47M, 433 participants).
Which 401(k) plans cover a similar participant headcount to Brockway-Smith Company Savings & Investment Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Goodwill Industries of New Mexico 403(b) Plan in NM (376 participants, $2M 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.