401(k) · DOL Form 5500 · 2022

Brooks Equipment Company, LLC. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
310
Participants Below avg headcount
80th
Percentile by assets National rank
$76,585
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brooks Equipment Company 401(k) Plan · Sponsored by Brooks Equipment Company, LLC. · North Carolina · Wholesale Trade

$24M in assets, 310 participants

Brooks Equipment Company, LLC.'s Brooks Equipment Company 401(k) Plan reported $24M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,374 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Brooks Equipment Company 401(k) Plan covers 310 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $24M.

#5,374
in Wholesale Trade (6,843 peers)
-14.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brooks Equipment Company 401(k) Plan's outsized position by total assets

Brooks Equipment Company 401(k) Plan vs every filed plan by assets

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

$23,741,382 Top 20% higher than 80% 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

Brooks Equipment Company 401(k) Plan 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. Brooks Equipment Company 401(k) Plan sits mid-pack in the medium band (310 participants).

Plan-year Form 5500 strip

Filing strip 880161234 · Brooks Equipment Company, LLC. PY 2022 · 401(k)

Brooks Equipment Company 401(k) Plan · $24M · 310 · 80th

  • NET $24M
  • BOOK 310
  • VS-ST 80th
  • BOY 401(k)
  • SCH near Forrester Construction Company 401(k) Plan
  • EBSA ind #5374

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 North Carolina →

Brooks Equipment Company 401(k) Plan in the asset neighbourhood

Brooks Equipment Company 401(k) PlanBrooks Equipment Company 401…$24MForrester Construction Company 401(k) PlanForrester Construction Compa…$24MConstellium Automotive USA 401(k) Retirement PlanConstellium Automotive USA 4…$24ML'oreal Travel Retail Americas Inc. Retirement PlanL'oreal Travel Retail Americ…$24MA-P-T Research, Inc. 401(k) PlanA-P-T Research, Inc. 401(k) …$24M
End-of-year total assets ($M) among Brooks Equipment Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN880161234
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brooks Equipment Company, LLC.)

Sponsor-wide plan assets over time

All Brooks Equipment Company, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 39.08188663996056% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.7M $33M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 310 $24M
2023 1 354 $29M
2024 1 418 $33M

Nearby 401(k) Plans in North Carolina

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

Brooks Equipment Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Brooks Equipment Company 401(k) Plan, Total assets ($B): 0.023741382 · Participants: 310Brooks Equipment Company 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Brooks Equipment Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Brooks Equipment Company 401(k) Plan side-by-side with 3 peers →

Brooks Equipment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Forrester Construction Company 401(k) Plan in MD ($24M); by covered participants it is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Brooks Equipment Company 401(k) Plan assets move in 2022? ▼
Brooks Equipment Company 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Brooks Equipment Company, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brooks Equipment Company, LLC.'s sponsor-wide assets grew 39.1%, from $24M to $33M.
Where does Brooks Equipment Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Brooks Equipment Company 401(k) Plan ranks in the 80th 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 Brooks Equipment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forrester Construction Company 401(k) Plan in MD ($24M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Brooks Equipment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants, N/A 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 880161234.

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.