401(k) · DOL Form 5500 · 2022

Brookshire Brothers, Inc. 401(k) Plan

Data updated 2026-08-11

$167M
Total assets: 3,436
Participants: 95th
Percentile by assets: $48,529
Avg per participant

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.

95th percentile by assets (of 139,126 plans)
#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.

$167M
total plan assets (2022 EOY): 3,436
covered participants: 95th
percentile by assets (of 139,126 plans): $48,529
avg assets per participant

State

Texas

Industry

Retail Trade

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Brookshire Brothers Ksop reports 3,436 participants - 5.0x that state average ($167M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$165M
Net Assets (End of Year)	$167M
Net Income	$1M
Employer EIN	752692839
Plan Effective Date	1998-04-25
Filing Status	FILING RECEIVED

Sponsor Plan History (Brookshire Brothers, Inc.)

Total plan assets by year, all Brookshire Brothers, Inc. plans on file

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

AT&T Retirement Savings Plan $37.6B · 144,503
Exxonmobil Savings Plan $21.3B · 23,619
Caterpillar 401(k) Savings Plan $13.8B · 38,538
American Airlines, Inc. 401(k) Plan $12.8B · 85,577
Dell Inc. 401(k) Plan $12.0B · 47,532

Compare Brookshire Brothers Ksop side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Brookshire Brothers Ksop by total assets, not by location.

Diamondback E & P LLC 401(k) Plan (OK) $167M · 897
Aveanna Healthcare 401(k) Plan (GA) $167M · 32,036
United Refrigeration and Affiliates Retirement and 401(k) Plan (PA) $167M · 1,607
Gp Retirement Savings Plan (MD) $167M · 1,610

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).

Next read for Brookshire Brothers Ksop

Filing takeaways

Ways to act on Brookshire Brothers Ksop's numbers.

By total assets, Brookshire Brothers Ksop ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
Brookshire Brothers, Inc.'s sponsor-wide assets have declined 19.4% since 2022 across 3 plan years on file. More Retail Trade plans

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 752692839.