401(k) · DOL Form 5500 · 2022

Brook & Whittle Limited 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
963
Participants Near avg headcount
89th
Percentile by assets National rank
$57,593
Avg per participant Low balance/head
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Official DOL plan name: Brook & Whittle Limited Section 401(k) Profit Sharing Plan · Sponsored by Brook & Whittle Limited · Connecticut · Manufacturing

$55M in assets, 963 participants

Brook & Whittle Limited's Brook & Whittle Limited Section 401(k) Profit Sharing Plan reported $55M in total assets and 963 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #17,199 in Manufacturing (20,602 peers)

Where Brook & Whittle Limited Section 401(k) Profit Sharing Plan sits by assets

Brook & Whittle Limited Section 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $55M for 963 participants (~$57,593/participant), up 43.4% in 2022.

#17,199
in Manufacturing (20,602 peers)
+43.4%
assets growth YoY
0.6×
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.

Brook & Whittle Limited Section 401(k) Profit Sharing Plan's outsized position by total assets

Brook & Whittle Limited Section 401(k) Profit Sharing Plan vs every filed plan by assets

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

$55,462,359 Top 11% higher than 89% 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

Brook & Whittle Limited Section 401(k) Profit Sharing 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. Brook & Whittle Limited Section 401(k) Profit Sharing Plan sits mid-pack in the medium band (963 participants).

EBSA filing schedule strip

Filing strip 061452909 · Brook & Whittle Limited PY 2022 · 401(k)

Brook & Whittle Limited Section 401(k) Profit Sharing Plan · $55M · 963 · 89th

  • TYPE $55M
  • TYPE 963
  • TYPE 89th
  • TYPE 401(k)
  • TYPE near Navarro Research and Engineering, Inc. 401(k) Plan
  • TYPE ind #17199

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 Manufacturing retirement plans → · Plans in Connecticut →

Brook & Whittle Limited Section 401(k) Profit Sharing Plan in the asset neighbourhood

Metron, Inc. 401(k) Profit Sharing PlanMetron, Inc. 401(k) Profit S…$55MBrook & Whittle Limited Section 401(k) Profit Sharing PlanBrook & Whittle Limited Sect…$55MNavarro Research and Engineering, Inc. 401(k) PlanNavarro Research and Enginee…$55MPacific Companies 401(k) Plan$55MYext, Inc. 401(k) Profit Sharing Plan and TrustYext, Inc. 401(k) Profit Sha…$55M
End-of-year total assets ($M) among Brook & Whittle Limited Section 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$55M
Net Income-$4M
Employer EIN061452909
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brook & Whittle Limited)

Sponsor-wide plan assets over time

All Brook & Whittle Limited plans reported in each filing year

Latest sponsor-wide plan assets
$92M 65.70841496302023% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $55.5M $91.9M ▲ +65.7%
Year Plans Participants Total Assets
2022 1 963 $55M
2023 1 1,711 $64M
2024 1 1,475 $92M

Nearby 401(k) Plans in Connecticut

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

Brook & Whittle Limited Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Brook & Whittle Limited Section 401(k) Profit Sharing Plan, Total assets ($B): 0.055462359 · Participants: 963Brook & Whittle Limited Section 401(k) Profit Sharing PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Brook & Whittle Limited Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Brook & Whittle Limited Section 401(k) Profit Sharing Plan side-by-side with 3 peers →

Brook & Whittle Limited Section 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Navarro Research and Engineering, Inc. 401(k) Plan in TN ($55M); by covered participants it is Interceramic, Inc. 401(k) Retirement Plan in TX (963 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (963 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 Brook & Whittle Limited Section 401(k) Profit Sharing Plan assets move in 2022? ▼
Brook & Whittle Limited Section 401(k) Profit Sharing Plan surged - up 43.4% during 2022, from $39M to $55M. Reported net income was -$4M.
How have Brook & Whittle Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brook & Whittle Limited's sponsor-wide assets grew 65.7%, from $55M to $92M.
Where does Brook & Whittle Limited Section 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Brook & Whittle Limited Section 401(k) Profit Sharing Plan ranks in the 89th 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 Brook & Whittle Limited Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Navarro Research and Engineering, Inc. 401(k) Plan in TN ($55M, 453 participants).
Which 401(k) plans cover a similar participant headcount to Brook & Whittle Limited Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interceramic, Inc. 401(k) Retirement Plan in TX (963 participants, $18M 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 061452909.

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.