ESOP · DOL Form 5500 · 2023

Brockway-Smith Company ESOP

Data updated 2026-08-25

$41M
Total assets Below avg plan size
57
Participants Small participant base
83rd
Percentile by assets National rank
$712,696
Avg per participant High balance/head
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Official DOL plan name: Brockway-Smith Company Profit Sharing Plan & Trust · Sponsored by Brockway-Smith Company · Massachusetts · Wholesale Trade

$41M in assets, 57 participants

Brockway-Smith Company's Brockway-Smith Company Profit Sharing Plan & Trust reported $41M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,281 in Wholesale Trade (6,309 peers)

Where Brockway-Smith Company Profit Sharing Plan & Trust sits by assets

Brockway-Smith Company Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $41M for 57 participants (~$712,696/participant), up 212.4% in 2023.

#5,281
in Wholesale Trade (6,309 peers)
+212.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Brockway-Smith Company Profit Sharing Plan & Trust's outsized position by total assets

Brockway-Smith Company Profit Sharing Plan & Trust vs every filed plan by assets

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

$40,623,662 Top 17% higher than 83% 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 Profit Sharing Plan & Trust among smaller 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 Profit Sharing Plan & Trust is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brockway-Smith Company Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Brockway-Smith Company Profit Sharing Plan & Trust end-of-year assets rose from $13M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Brockway-Smith Company Profit Sharing Plan & Trust reported participants fell from 61 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 041123740 · Brockway-Smith Company PY 2023 · ESOP

Brockway-Smith Company Profit Sharing Plan & Trust · $41M · 57 · 83rd

  • BOY $41M
  • BOY 57
  • BOY 83rd
  • BOY ESOP
  • BOY near Eutaw Construction Company, Inc. Employee Stock Ownership Plan
  • BOY ind #5281

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 What is an ESOP? → · Plans in Massachusetts →

Brockway-Smith Company Profit Sharing Plan & Trust in the asset neighbourhood

Brph Companies, Inc. Employee Stock Ownership Plan and TrustBrph Companies, Inc. Employe…$41MBrockway-Smith Company Profit Sharing Plan & TrustBrockway-Smith Company Profi…$41MEutaw Construction Company, Inc. Employee Stock Ownership PlanEutaw Construction Company, …$41MShamrock Bancshares Employee Stock Ownership PlanShamrock Bancshares Employee…$41MRsp Architects, Ltd Employee Stock Ownership PlanRsp Architects, Ltd Employee…$40M
End-of-year total assets ($M) among Brockway-Smith Company Profit Sharing Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$41M
Net Income$28M
Employer EIN041123740
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brockway-Smith Company)

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

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Brockway-Smith Company Profit Sharing Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0200400600800 Total assets ($M) Participants Brockway-Smith Company Profit Sharing Plan & Trust, Total assets ($M): 40.623662 · Participants: 57Brockway-Smith Company Profit Sharing Plan & TrustConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Brockway-Smith Company Profit Sharing Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Brockway-Smith Company Profit Sharing Plan & Trust side-by-side with 3 peers →

Brockway-Smith Company Profit Sharing Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Eutaw Construction Company, Inc. Employee Stock Ownership Plan in MS ($41M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Profit Sharing Plan & Trust assets move in 2023? ▼
Brockway-Smith Company Profit Sharing Plan & Trust surged - up 212.4% during 2023, from $13M to $41M. Reported net income was $28M.
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.
Where does Brockway-Smith Company Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Brockway-Smith Company Profit Sharing Plan & Trust ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Brockway-Smith Company Profit Sharing Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Eutaw Construction Company, Inc. Employee Stock Ownership Plan in MS ($41M, 787 participants).
Which ESOP plans cover a similar participant headcount to Brockway-Smith Company Profit Sharing Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants, $10M 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.