Profit Sharing · DOL Form 5500 · 2022
Brooks Investment Company Profit Sharing Plan
Data updated 2026-08-25
- $256K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 12th
- Percentile by assets National rank
Official DOL plan name: Brooks Investment Company Pension Transfer Trust Plan · Sponsored by Brooks Investment Company · Missouri · Real Estate
$256K in assets, N/A participants
Brooks Investment Company's Brooks Investment Company Pension Transfer Trust Plan reported $256K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #1,000 in Real Estate (5,057 peers)
2022 asset change
Brooks Investment Company Pension Transfer Trust Plan pulled back noticeably 10.2% in 2022 ($285K → $256K) for N/A participants.
- #1,000
- in Real Estate (5,057 peers)
- -10.2%
- assets change YoY
The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brooks Investment Company Pension Transfer Trust Plan among the smaller filed plans by assets
Brooks Investment Company Pension Transfer Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$255,895 12th percentile higher than 12% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 205119369 · Brooks Investment Company PY 2022 · Profit Sharing
Brooks Investment Company Pension Transfer Trust Plan · $256K · N/A · 12th
- SCH $256K
- EBSA N/A
- PART 12th
- TYPE Profit Sharing
- NET near W.a.D.E. Inc. Retirement Plan
- BOOK ind #1000
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 Real Estate retirement plans → · Plans in Missouri →
Brooks Investment Company Pension Transfer Trust Plan in the asset neighbourhood
Brooks Investment Company years around the 2022 move
Sponsor-wide plan assets over time
All Brooks Investment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $256K |
| 2023 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $285K |
|---|---|
| Net Assets (End of Year) | $256K |
| Net Income | -$29K |
| Employer EIN | 205119369 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.2B · 18,584
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $490M · 4,856
- I. B. E. W. Local Union No. 124 Annuity Plan $328M · 3,250
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $325M · 3,378
- Iron Workers St. Louis District Council Annuity Trust Fund $302M · 6,869
Brooks Investment Company Pension Transfer Trust Plan's closest out-of-state Profit Sharing peers by assets
Outside Missouri, the nearest Profit Sharing by end-of-year assets is W.a.D.E. Inc. Retirement Plan in TN at $256K (this filing: $256K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($256K here).
- W.a.D.E. Inc. Retirement Plan (TN) $256K · 3
- Steven O'neal, Cpa, PC, Profit Sharing Plan (OK) $256K · 4
- Baldwin and Sons Inc. Retirement Plan (TX) $256K · 2
- Fpe Fitness Inc. Retirement Plan (TX) $256K · 1
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.