401(k) · DOL Form 5500 · 2023

Brookwood Companies Incorporated 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
189
Participants Below avg headcount
81st
Percentile by assets National rank
$186,563
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookwood Companies Inc. Tax Favored Savings Plan · Sponsored by Brookwood Companies Incorporated · New York · Manufacturing

$35M in assets, 189 participants

Brookwood Companies Incorporated's Brookwood Companies Inc. Tax Favored Savings Plan reported $35M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,807 in Manufacturing (18,722 peers)

Coverage in New York

Brookwood Companies Inc. Tax Favored Savings Plan covers 189 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $35M.

#13,807
in Manufacturing (18,722 peers)
+18.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Brookwood Companies Inc. Tax Favored Savings Plan's outsized position by total assets

Brookwood Companies Inc. Tax Favored Savings Plan vs every filed plan by assets

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

$35,260,430 Top 19% higher than 81% 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

Brookwood Companies Inc. Tax Favored Savings Plan 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. Brookwood Companies Inc. Tax Favored Savings Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookwood Companies Inc. Tax Favored Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Brookwood Companies Inc. Tax Favored Savings Plan reported participants rose from 153 in the plan year 2022 filing to 189 in the plan year 2023 filing.
  • Brookwood Companies Inc. Tax Favored Savings Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222958309 · Brookwood Companies Incorporated PY 2023 · 401(k)

Brookwood Companies Inc. Tax Favored Savings Plan · $35M · 189 · 81st

  • BOOK $35M
  • VS-ST 189
  • BOY 81st
  • SCH 401(k)
  • EBSA near Peacehealth Networks on Demand, LLC 401(k) Plan
  • PART ind #13807

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 Manufacturing retirement plans → · Plans in New York →

Brookwood Companies Inc. Tax Favored Savings Plan in the asset neighbourhood

Akg North America, Inc. 401(k) PlanAkg North America, Inc. 401(…$35MBrookwood Companies Inc. Tax Favored Savings PlanBrookwood Companies Inc. Tax…$35MPeacehealth Networks on Demand, LLC 401(k) PlanPeacehealth Networks on Dema…$35MThe First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership PlanThe First National Bank and …$35MStellar Industries, Inc. 401(k) Profit Sharing PlanStellar Industries, Inc. 401…$35M
End-of-year total assets ($M) among Brookwood Companies Inc. Tax Favored Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN222958309
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookwood Companies Incorporated)

Sponsor-wide plan assets over time

All Brookwood Companies Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$40M 34.39358045043972% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $40M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 153 $30M
2023 1 189 $35M
2024 1 193 $40M

Nearby 401(k) Plans in New York

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

Brookwood Companies Inc. Tax Favored Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Brookwood Companies Inc. Tax Favored Savings Plan, Total assets ($B): 0.03526043 · Participants: 189Brookwood Companies Inc. Tax Favored Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Brookwood Companies Inc. Tax Favored Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Brookwood Companies Inc. Tax Favored Savings Plan side-by-side with 3 peers →

Brookwood Companies Inc. Tax Favored Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Peacehealth Networks on Demand, LLC 401(k) Plan in WA ($35M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Brookwood Companies Inc. Tax Favored Savings Plan assets move in 2023? ▼
Brookwood Companies Inc. Tax Favored Savings Plan grew sharply - up 18.4% during 2023, from $30M to $35M. Reported net income was $5M.
How have Brookwood Companies Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookwood Companies Incorporated's sponsor-wide assets grew 34.4%, from $30M to $40M.
Where does Brookwood Companies Inc. Tax Favored Savings Plan rank by assets among Form 5500 filers? ▼
Brookwood Companies Inc. Tax Favored Savings Plan ranks in the 81st 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 401(k) plans are similar in size to Brookwood Companies Inc. Tax Favored Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peacehealth Networks on Demand, LLC 401(k) Plan in WA ($35M, 683 participants).
Which 401(k) plans cover a similar participant headcount to Brookwood Companies Inc. Tax Favored Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants, N/A 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 222958309.

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.