401(k) · DOL Form 5500 · 2022
Brookshire Holdings, Inc. 401(k) Plan
Data updated 2026-08-11
- $348M
- Total assets
- 10,709
- Participants
- 97th
- Percentile by assets
- $32,483
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $348M
- total plan assets (2022 EOY)
- 10,709
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $32,483
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Brookshire's Employee Stock Ownership and 401(k) Plan reports 10,709 participants - 16x that state average ($348M EOY assets).
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.)
| 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.
Brookshire's Employee Stock Ownership and 401(k) Plan 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
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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Brookshire's Employee Stock Ownership and 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Brookshire's Employee Stock Ownership and 401(k) Plan assets move in 2022? ▼
How have Brookshire Holdings, Inc. plan assets changed over time? ▼
Where does Brookshire's Employee Stock Ownership and 401(k) Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Brookshire's Employee Stock Ownership and 401(k) Plan's numbers.
- By total assets, Brookshire's Employee Stock Ownership and 401(k) Plan 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 Holdings, Inc.'s sponsor-wide assets have grown 9.6% since 2022 across 3 plan years on file. More Retail Trade plans