401(k) · DOL Form 5500 · 2023
Brother International Corporation 401(k) Plan
Data updated 2026-08-11
- $247M
- Total assets
- 818
- Participants
- 96th
- Percentile by assets
- $301,369
- Avg per participant
Official DOL plan name: Brother USA Retirement Plan · Sponsored by Brother International Corporation · New Jersey · Wholesale Trade
$247M in assets, 818 participants
Brother International Corporation's Brother USA Retirement Plan reported $247M in total assets and 818 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #6,100 in Wholesale Trade (6,309 peers)
Where Brother USA Retirement Plan sits by assets
Brother USA Retirement Plan sits in the top 5% of all filed plans by assets, $247M for 818 participants (~$301,369/participant), up 8.0% in 2023.
- $247M
- total plan assets (2023 EOY)
- 818
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $301,369
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brother USA Retirement Plan reported net income rose from -$45M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Brother USA Retirement Plan end-of-year assets rose from $228M in the plan year 2022 filing to $247M in the plan year 2023 filing.
- Brother USA Retirement Plan reported participants rose from 804 in the plan year 2022 filing to 818 in the plan year 2023 filing.
Brother USA Retirement Plan vs the 2023 asset distribution
By assets, Brother USA Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $228M |
|---|---|
| Net Assets (End of Year) | $247M |
| Net Income | $18M |
| Employer EIN | 223142007 |
| Plan Effective Date | 1965-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brother International Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 804 | $228M |
| 2023 | 1 | 818 | $247M |
| 2024 | 1 | 872 | $266M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Brother USA Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Brother USA Retirement Plan by total assets, not by location.
- Axcelis Technologies, Inc. Long-Term Investment Plan (MA) $247M · 958
- Menard, Inc. 401(k) Plan (WI) $247M · 50,234
- Tdindustries, Inc. 401(k)/ESOP Retirement Plan (TX) $247M · 2,863
- Shpp U.S. Employee Retirement Savings Plan (TX) $247M · 773
Frequently Asked Questions
How did Brother USA Retirement Plan assets move in 2023? ▼
How have Brother International Corporation plan assets changed over time? ▼
Where does Brother USA Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Brother USA Retirement Plan? ▼
Next read for Brother USA Retirement Plan
Scale reading
Ways to act on Brother USA Retirement Plan's numbers.
- By total assets, Brother USA Retirement 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 New Jersey. Compare plans
- Brother International Corporation's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Wholesale Trade plans