ESOP · DOL Form 5500 · 2022

Brooks & Brooks Services, Inc ESOP

Data updated 2026-08-25

$816K
Total assets Small plan by assets
71
Participants Small participant base
23rd
Percentile by assets National rank
$11,491
Avg per participant Low balance/head
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Official DOL plan name: Brooks & Brooks Services, Inc. Employee Stock Ownership Plan · Sponsored by Brooks & Brooks Services, Inc · Maryland · Administrative & Support Services

$816K in assets, 71 participants

Brooks & Brooks Services, Inc's Brooks & Brooks Services, Inc. Employee Stock Ownership Plan reported $816K in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,193 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Brooks & Brooks Services, Inc. Employee Stock Ownership Plan ranks #2,193 of 4,927 2022 filers by assets (3536% of the sector average)-$816K for 71 participants.

#2,193
in Administrative & Support Services (4,927 peers)
+0.0%
assets growth YoY

Brooks & Brooks Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Brooks & Brooks Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$815,850 23rd percentile higher than 23% 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

Brooks & Brooks Services, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brooks & Brooks Services, Inc. Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.

DOL schedule card

Filing strip 521748491 · Brooks & Brooks Services, Inc PY 2022 · ESOP

Brooks & Brooks Services, Inc. Employee Stock Ownership Plan · $816K · 71 · 23rd

  • PHOTO $816K
  • PHOTO 71
  • PHOTO 23rd
  • PHOTO ESOP
  • PHOTO near Andrews Engineering, Inc. Employee Stock Ownership Plan
  • PHOTO ind #2193

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 Maryland →

Brooks & Brooks Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Brooks & Brooks Services, Inc. Employee Stock Ownership PlanBrooks & Brooks Services, In…$816KAndrews Engineering, Inc. Employee Stock Ownership PlanAndrews Engineering, Inc. Em…$817KJohnson Grossnickle & Associates Inc. Employee Stock Ownership PlanJohnson Grossnickle & Associ…$818KRenew Energy, Inc. Employee Stock Ownership PlanRenew Energy, Inc. Employee …$819KJ.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & TrustJ.T. Chapman Company Stock B…$813K
End-of-year total assets ($M) among Brooks & Brooks Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$816K
Net Assets (End of Year)$816K
Employer EIN521748491
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brooks & Brooks Services, Inc)

Sponsor-wide plan assets over time

All Brooks & Brooks Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.5M$1M 20222023 $0.82M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 71 $816K
2023 1 71 N/A

Nearby ESOP Plans in Maryland

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

Brooks & Brooks Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Brooks & Brooks Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.81585 · Participants: 71Brooks & Brooks Services, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
Brooks & Brooks Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Brooks & Brooks Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Brooks & Brooks Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Andrews Engineering, Inc. Employee Stock Ownership Plan in IL ($817K); by covered participants it is Thumb Bank & Trust Employee Stock Ownership Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Brooks & Brooks Services, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Brooks & Brooks Services, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2022, from $816K to $816K.
Where does Brooks & Brooks Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Brooks & Brooks Services, Inc. Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Brooks & Brooks Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Andrews Engineering, Inc. Employee Stock Ownership Plan in IL ($817K, 38 participants).
Which ESOP plans cover a similar participant headcount to Brooks & Brooks Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thumb Bank & Trust Employee Stock Ownership Plan in MI (71 participants, $11M 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 521748491.

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.