401(k) · DOL Form 5500 · 2023

Brooks Sports, Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
804
Participants Near avg headcount
89th
Percentile by assets National rank
$95,889
Avg per participant Below avg balance/head
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Official DOL plan name: Brooks Save Happy 401(k) Plan · Sponsored by Brooks Sports, Inc. · Washington · Manufacturing

$77M in assets, 804 participants

Brooks Sports, Inc.'s Brooks Save Happy 401(k) Plan reported $77M in total assets and 804 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,781 in Manufacturing (18,722 peers)

Where Brooks Save Happy 401(k) Plan sits by assets

Brooks Save Happy 401(k) Plan sits in the top quartile of all filed plans by assets, $77M for 804 participants (~$95,889/participant), up 34.8% in 2023.

#15,781
in Manufacturing (18,722 peers)
+34.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Brooks Save Happy 401(k) Plan's outsized position by total assets

Brooks Save Happy 401(k) Plan vs every filed plan by assets

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

$77,094,599 Top 11% higher than 89% 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

Brooks Save Happy 401(k) 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. Brooks Save Happy 401(k) Plan sits mid-pack in the medium band (804 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brooks Save Happy 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Brooks Save Happy 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Brooks Save Happy 401(k) Plan reported participants rose from 692 in the plan year 2022 filing to 804 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911580860 · Brooks Sports, Inc. PY 2023 · 401(k)

Brooks Save Happy 401(k) Plan · $77M · 804 · 89th

  • SCH $77M
  • SCH 804
  • SCH 89th
  • SCH 401(k)
  • SCH near The Middle River Aerostructure Systems Salaried Savings Plan
  • SCH ind #15781

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 Washington →

Brooks Save Happy 401(k) Plan in the asset neighbourhood

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing PlanLattimore, Black, Morgan & C…$77MThe Middle River Aerostructure Systems Salaried Savings PlanThe Middle River Aerostructu…$77MWestmoreland Mining Employees' Savings PlanWestmoreland Mining Employee…$77MBrooks Save Happy 401(k) Plan$77MDudek 401(k) Plan$77M
End-of-year total assets ($M) among Brooks Save Happy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$77M
Net Income$20M
Employer EIN911580860
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brooks Sports, Inc.)

Sponsor-wide plan assets over time

All Brooks Sports, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 67.17971980088424% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $57.2M $95.6M ▲ +67.2%
Year Plans Participants Total Assets
2022 1 692 $57M
2023 1 804 $77M
2024 1 809 $96M

Nearby 401(k) Plans in Washington

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

Brooks Save Happy 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Brooks Save Happy 401(k) Plan, Total assets ($B): 0.077094599 · Participants: 804Brooks Save Happy 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Brooks Save Happy 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Brooks Save Happy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is The Middle River Aerostructure Systems Salaried Savings Plan in MD ($77M); by covered participants it is Cda Dba Maxsent 401(k) Plan in MD (804 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (804 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 Brooks Save Happy 401(k) Plan assets move in 2023?
Brooks Save Happy 401(k) Plan surged - up 34.8% during 2023, from $57M to $77M. Reported net income was $20M.
How have Brooks Sports, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Brooks Sports, Inc.'s sponsor-wide assets grew 67.2%, from $57M to $96M.
Where does Brooks Save Happy 401(k) Plan rank by assets among Form 5500 filers?
Brooks Save Happy 401(k) Plan ranks in the 89th 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 Brooks Save Happy 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Middle River Aerostructure Systems Salaried Savings Plan in MD ($77M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Brooks Save Happy 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Cda Dba Maxsent 401(k) Plan in MD (804 participants, $5M in assets).