401(k) · DOL Form 5500 · 2022
Brookshire Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $348M
- Total assets Above avg plan size
- 10,709
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $32,483
- Avg per participant Low balance/head
Official DOL plan name: Brookshire's Employee Stock Ownership and 401(k) Plan · Sponsored by Brookshire Holdings, Inc. · Texas · Retail Trade
$348M in assets, 10,709 participants
Brookshire Holdings, Inc.'s Brookshire's Employee Stock Ownership and 401(k) Plan reported $348M in total assets and 10,709 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #9,367 in Retail Trade (9,519 peers)
Coverage in Texas
Brookshire's Employee Stock Ownership and 401(k) Plan covers 10,709 participants in Texas, 16x the typical Texas plan (state average ~688 per filing). Assets: $348M.
- #9,367
- in Retail Trade (9,519 peers)
- -2.7%
- assets change YoY
- 3.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brookshire's Employee Stock Ownership and 401(k) Plan's outsized position by total assets
Brookshire's Employee Stock Ownership and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$347,865,317 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Brookshire's Employee Stock Ownership and 401(k) Plan's mega-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's Employee Stock Ownership and 401(k) Plan is a mega filing (10,709 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 752894614 · Brookshire Holdings, Inc. PY 2022 · 401(k)
Brookshire's Employee Stock Ownership and 401(k) Plan · $348M · 10,709 · 97th
- RANK $348M
- PHOTO 10,709
- IND 97th
- EOY 401(k)
- 5500 near Loeb & Loeb LLP Profit Sharing and 401(k) Plan
- ASSETS ind #9367
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's Employee Stock Ownership and 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $357M |
|---|---|
| Net Assets (End of Year) | $344M |
| Net Income | -$7M |
| Employer EIN | 752894614 |
| Plan Effective Date | 1960-09-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brookshire Holdings, Inc.)
Sponsor-wide plan assets over time
All Brookshire Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $381M 9.579005543688622% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,709 | $348M |
| 2023 | 1 | 9,908 | $371M |
| 2024 | 1 | 10,742 | $381M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Scale composition for Brookshire's Employee Stock Ownership and 401(k) Plan
Brookshire's Employee Stock Ownership and 401(k) Plan reports $348M in end-of-year assets across 10,709 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $32,483 per participant (23% of the national average assets-per-participant) . Net income for plan year 2022 was -$7M.
This plan identity (EIN 752894614, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $348M to $381M (+9.6%) while covered participants moved from 10,709 to 10,742 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,709 | $348M | This page |
| 2023 | 9,908 | $371M | Open filing |
| 2024 · index core | 10,742 | $381M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Brookshire's Employee Stock Ownership and 401(k) Plan (401(k), $381M, 10,742 participants)
Brookshire's Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Loeb & Loeb LLP Profit Sharing and 401(k) Plan in CA ($348M); by covered participants it is Gardaworld Security Services U.S. 401(k) Plan in MO (10,703 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($348M here).
- Loeb & Loeb LLP Profit Sharing and 401(k) Plan (CA) $348M · 727
- Mathematica Group Holding Inc. Profit Sharing Plan (NJ) $348M · 1,495
- Rite-Hite Retirement Savings Plan (WI) $348M · 1,966
- Carnival Corporation Fun Ship Savings Plan (FL) $347M · 2,396
Similar participant headcount
Nearest other-state filings by covered participants (10,709 participants); asset peers above are excluded.
- Gardaworld Security Services U.S. 401(k) Plan (MO) 10,703 · 6 off
- Baptist Health 401(a) Plan (AR) 10,693 · 16 off
- Visa 401(k) Plan (CA) 10,733 · 24 off
- Packaging Corporation of America Thrift Plan for Hourly Employees (IL) 10,735 · 26 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.