401(k) · DOL Form 5500 · 2023

Brockway-Smith Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
372
Participants Below avg headcount
60th
Percentile by assets National rank
$29,099
Avg per participant Low balance/head
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Official DOL plan name: Brockway-Smith Company Savings & Investment Pl Tr · Sponsored by Brockway-Smith Company · Massachusetts · Wholesale Trade

$11M in assets, 372 participants

Brockway-Smith Company's Brockway-Smith Company Savings & Investment Pl Tr reported $11M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,331 in Wholesale Trade (6,309 peers)

Brockway-Smith Company multi-year trail

Brockway-Smith Company's plans moved -95.3% in assets from 2022 to 2024; this filing shows Brockway-Smith Company Savings & Investment Pl Tr at $11M / 372 participants.

#3,331
in Wholesale Trade (6,309 peers)
-77.0%
assets change YoY

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brockway-Smith Company Savings & Investment Pl Tr's mid-pack asset rank among Wholesale Trade and all filers

Brockway-Smith Company Savings & Investment Pl Tr vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,824,927 Top 40% higher than 60% of 127,068 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 2023

Brockway-Smith Company Savings & Investment Pl Tr among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brockway-Smith Company Savings & Investment Pl Tr sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brockway-Smith Company Savings & Investment Pl Tr reported net income fell from -$14M in the plan year 2022 filing to -$36M in the plan year 2023 filing.
  • Brockway-Smith Company Savings & Investment Pl Tr end-of-year assets fell from $47M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Brockway-Smith Company Savings & Investment Pl Tr reported participants fell from 376 in the plan year 2022 filing to 372 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 041123740 · Brockway-Smith Company PY 2023 · 401(k)

Brockway-Smith Company Savings & Investment Pl Tr · $11M · 372 · 60th

  • BOOK $11M
  • BOOK 372
  • BOOK 60th
  • BOOK 401(k)
  • BOOK near Bloomington Medical Services, LLC 401(k) Plan
  • BOOK ind #3331

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 Massachusetts →

Brockway-Smith Company Savings & Investment Pl Tr in the asset neighbourhood

Bloomington Medical Services, LLC 401(k) PlanBloomington Medical Services…$11MStorer Equipment Company, Ltd Cash or Deferred Profit Sharing PlanStorer Equipment Company, Lt…$11MBrockway-Smith Company Savings & Investment Pl TrBrockway-Smith Company Savin…$11MBerner Food & Beverage, LLC Profit Sharing 401(k) PlanBerner Food & Beverage, LLC …$11MAbilitypath 401(k) Plan$11M
End-of-year total assets ($M) among Brockway-Smith Company Savings & Investment Pl Tr and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brockway-Smith Company multi-year asset trail

Sponsor-wide plan assets over time

All Brockway-Smith Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 95.25836451396503% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $60.1M $2.85M ▼ -95.3%
Year Plans Participants Total Assets
2022 2 437 $60M
2023 2 429 $51M
2024 2 57 $3M

Brockway-Smith Company filing trail (2023)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$11M
Net Income-$36M
Employer EIN041123740
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Brockway-Smith Company Savings & Investment Pl Tr vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Brockway-Smith Company Savings & Investment Pl Tr, Total assets ($B): 0.010824927 · Participants: 372Brockway-Smith Company Savings & Investment Pl TrFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Brockway-Smith Company Savings & Investment Pl Tr vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Brockway-Smith Company Savings & Investment Pl Tr side-by-side with 3 peers →

Brockway-Smith Company Savings & Investment Pl Tr's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bloomington Medical Services, LLC 401(k) Plan in OH ($11M); by covered participants it is Home Federal Bank of Tennessee 401(k) Profit Sharing Plan in TN (372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brockway-Smith Company Savings & Investment Pl Tr assets move in 2023? ▼
Brockway-Smith Company Savings & Investment Pl Tr contracted severely - down 77.0% during 2023, from $47M to $11M. Reported net income was -$36M.
How have Brockway-Smith Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brockway-Smith Company's sponsor-wide assets declined 95.3%, from $60M to $3M.
Which 401(k) plans are similar in size to Brockway-Smith Company Savings & Investment Pl Tr? ▼
Among 401(k) plans in other states, the closest by assets is Bloomington Medical Services, LLC 401(k) Plan in OH ($11M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Brockway-Smith Company Savings & Investment Pl Tr? ▼
Among 401(k) plans in other states, the closest by covered participants is Home Federal Bank of Tennessee 401(k) Profit Sharing Plan in TN (372 participants, $66M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041123740.

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.