401(k) · DOL Form 5500 · 2023

Brakebush Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size: 2,274
Participants Above avg headcount: 92nd
Percentile by assets National rank: $51,769
Avg per participant Low balance/head

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Official DOL plan name: Brakebush Brothers, Inc. Employees Savings & Retirement Plan · Sponsored by Brakebush Brothers, Inc. · Wisconsin · Manufacturing

$118M in assets, 2,274 participants

Brakebush Brothers, Inc.'s Brakebush Brothers, Inc. Employees Savings & Retirement Plan reported $118M in total assets and 2,274 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

#16,520 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Brakebush Brothers, Inc. Employees Savings & Retirement Plan covers 2,274 participants in Wisconsin, 4.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $118M.

#16,520
in Manufacturing (18,722 peers): +22.0%
assets growth YoY: 1.2×
vs typical plan assets (national mean)

Brakebush Brothers, Inc. Employees Savings & Retirement Plan's outsized position by total assets

Brakebush Brothers, Inc. Employees Savings & Retirement Plan vs every filed plan by assets

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

$117,722,675 Top 8% higher than 92% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Brakebush Brothers, Inc. Employees Savings & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brakebush Brothers, Inc. Employees Savings & Retirement Plan lands in the large band (2,274 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Brakebush Brothers, Inc. Employees Savings & Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Brakebush Brothers, Inc. Employees Savings & Retirement Plan end-of-year assets rose from $97M in the plan year 2022 filing to $118M in the plan year 2023 filing.
Brakebush Brothers, Inc. Employees Savings & Retirement Plan reported participants rose from 2,170 in the plan year 2022 filing to 2,274 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391625450 · Brakebush Brothers, Inc. PY 2023 · 401(k)

Brakebush Brothers, Inc. Employees Savings & Retirement Plan · $118M · 2,274 · 92nd

BOY $118M
SCH 2,274
EBSA 92nd
PART 401(k)
TYPE near Roseburg Forest Products Co., Carpenters Industrial Council Defined Contribution Plan
NET ind #16520

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 Wisconsin →

End-of-year total assets ($M) among Brakebush Brothers, Inc. Employees Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$97M
Net Assets (End of Year)	$118M
Net Income	$21M
Employer EIN	391625450
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Brakebush Brothers, Inc.)

Latest sponsor-wide plan assets: $118M 21.96105080215023% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	2,170	$97M
2023	1	2,274	$118M

Nearby 401(k) Plans in Wisconsin

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

Brakebush Brothers, Inc. Employees Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Brakebush Brothers, Inc. Employees Savings & Retirement Plan side-by-side with 3 peers →

Brakebush Brothers, Inc. Employees Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Roseburg Forest Products Co., Carpenters Industrial Council Defined Contribution Plan in OR ($118M); by covered participants it is Puma North America, Inc. 401(k) Plan in MA (2,273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118M here).

Roseburg Forest Products Co., Carpenters Industrial Council Defined Contribution Plan (OR) $118M · 1,540
Xpressavings 401(k) Plan (TN) $118M · 7,799
Hornbeck Offshore Services, Inc. 401(k) Plan (LA) $118M · 1,032
Employee Retirement Plan for Closure Systems International (IN) $118M · 763

Similar participant headcount

Nearest other-state filings by covered participants (2,274 participants); asset peers above are excluded.

Puma North America, Inc. 401(k) Plan (MA) 2,273 · 1 off
Cowan Systems 401(k) Profit Sharing Plan (MD) 2,273 · 1 off
Growmark 401(k) Plan (IL) 2,275 · 1 off
Fast Retailing USA 401(k) Savings Plan (NY) 2,275 · 1 off

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 Brakebush Brothers, Inc. Employees Savings & Retirement Plan assets move in 2023? ▼

Brakebush Brothers, Inc. Employees Savings & Retirement Plan grew sharply - up 22.0% during 2023, from $97M to $118M. Reported net income was $21M.

How have Brakebush Brothers, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Brakebush Brothers, Inc.'s sponsor-wide assets grew 22.0%, from $97M to $118M.

Where does Brakebush Brothers, Inc. Employees Savings & Retirement Plan rank by assets among Form 5500 filers? ▼

Brakebush Brothers, Inc. Employees Savings & Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Brakebush Brothers, Inc. Employees Savings & Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Roseburg Forest Products Co., Carpenters Industrial Council Defined Contribution Plan in OR ($118M, 1,540 participants).

Which 401(k) plans cover a similar participant headcount to Brakebush Brothers, Inc. Employees Savings & Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Puma North America, Inc. 401(k) Plan in MA (2,273 participants, $108M 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 391625450.