401(k) · DOL Form 5500 · 2022

Brookshire Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$167M
Total assets Near avg plan size
3,436
Participants Above avg headcount
95th
Percentile by assets National rank
$48,529
Avg per participant Low balance/head
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Official DOL plan name: Brookshire Brothers Ksop · Sponsored by Brookshire Brothers, Inc. · Texas · Retail Trade

$167M in assets, 3,436 participants

Brookshire Brothers, Inc.'s Brookshire Brothers Ksop reported $167M in total assets and 3,436 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,254 in Retail Trade (9,519 peers)

Coverage in Texas

Brookshire Brothers Ksop covers 3,436 participants in Texas, 5.0x the typical Texas plan (state average ~688 per filing). Assets: $167M.

#9,254
in Retail Trade (9,519 peers)
+0.9%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Brookshire Brothers Ksop's outsized position by total assets

Brookshire Brothers Ksop vs every filed plan by assets

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

$166,747,171 Top 5% higher than 95% 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

Brookshire Brothers Ksop's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brookshire Brothers Ksop lands in the large band (3,436 participants).

Plan-year Form 5500 strip

Filing strip 752692839 · Brookshire Brothers, Inc. PY 2022 · 401(k)

Brookshire Brothers Ksop · $167M · 3,436 · 95th

  • PCT $167M
  • EIN 3,436
  • RANK 95th
  • PHOTO 401(k)
  • IND near Diamondback E & P LLC 401(k) Plan
  • EOY ind #9254

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 Retail Trade retirement plans → · Plans in Texas →

Brookshire Brothers Ksop in the asset neighbourhood

Gp Retirement Savings Plan$167MUnited Refrigeration and Affiliates Retirement and 401(k) PlanUnited Refrigeration and Aff…$167MBrookshire Brothers Ksop$167MDiamondback E & P LLC 401(k) PlanDiamondback E & P LLC 401(k)…$167MAveanna Healthcare 401(k) PlanAveanna Healthcare 401(k) Pl…$167M
End-of-year total assets ($M) among Brookshire Brothers Ksop and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$165M
Net Assets (End of Year)$167M
Net Income$1M
Employer EIN752692839
Plan Effective Date1998-04-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookshire Brothers, Inc.)

Sponsor-wide plan assets over time

All Brookshire Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$134M 19.380088313462302% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $167M $134M ▼ -19.4%
Year Plans Participants Total Assets
2022 1 3,436 $167M
2023 1 3,002 $148M
2024 1 3,033 $134M

Nearby 401(k) Plans in Texas

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

Brookshire Brothers Ksop vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Brookshire Brothers Ksop, Total assets ($B): 0.166747171 · Participants: 3436Brookshire Brothers KsopAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Brookshire Brothers Ksop vs. nearby 401(k) plans in Texas, assets vs. participants

Brookshire Brothers Ksop's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Diamondback E & P LLC 401(k) Plan in OK ($167M); by covered participants it is Bds Solutions Group 401(k) Plan in FL (3,436 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($167M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,436 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 Brookshire Brothers Ksop assets move in 2022? ▼
Brookshire Brothers Ksop held essentially flat - up 0.9% during 2022, from $165M to $167M. Reported net income was $1M.
How have Brookshire Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookshire Brothers, Inc.'s sponsor-wide assets declined 19.4%, from $167M to $134M.
Where does Brookshire Brothers Ksop rank by assets among Form 5500 filers? ▼
Brookshire Brothers Ksop ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brookshire Brothers Ksop? ▼
Among 401(k) plans in other states, the closest by assets is Diamondback E & P LLC 401(k) Plan in OK ($167M, 897 participants).
Which 401(k) plans cover a similar participant headcount to Brookshire Brothers Ksop? ▼
Among 401(k) plans in other states, the closest by covered participants is Bds Solutions Group 401(k) Plan in FL (3,436 participants, $20M in assets).