401(k) · DOL Form 5500 · 2023

Brother International Corporation 401(k) Plan

Data updated 2026-08-25

$247M
Total assets Near avg plan size
818
Participants Near avg headcount
96th
Percentile by assets National rank
$301,369
Avg per participant High balance/head
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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.

  • #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.

#6,100
in Wholesale Trade (6,309 peers)
+8.0%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Brother USA Retirement Plan's outsized position by total assets

Brother USA Retirement Plan vs every filed plan by assets

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

$246,519,720 Top 4% higher than 96% 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

Brother USA Retirement 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. Brother USA Retirement Plan sits mid-pack in the medium band (818 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223142007 · Brother International Corporation PY 2023 · 401(k)

Brother USA Retirement Plan · $247M · 818 · 96th

  • EOY $247M
  • 5500 818
  • ASSETS 96th
  • PCT 401(k)
  • EIN near Axcelis Technologies, Inc. Long-Term Investment Plan
  • RANK ind #6100

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Brother USA Retirement Plan in the asset neighbourhood

Shpp U.S. Employee Retirement Savings PlanShpp U.S. Employee Retiremen…$247MTdindustries, Inc. 401(k)/ESOP Retirement PlanTdindustries, Inc. 401(k)/ES…$247MMenard, Inc. 401(k) Plan$247MAxcelis Technologies, Inc. Long-Term Investment PlanAxcelis Technologies, Inc. L…$247MBrother USA Retirement Plan$247M
End-of-year total assets ($M) among Brother USA Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$228M
Net Assets (End of Year)$247M
Net Income$18M
Employer EIN223142007
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brother International Corporation)

Sponsor-wide plan assets over time

All Brother International Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$266M 16.382202914000374% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $228M $266M ▲ +16.4%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Brother USA Retirement Plan, Total assets ($B): 0.24651972 · Participants: 818Brother USA Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Brother USA Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Brother USA Retirement Plan side-by-side with 3 peers →

Brother USA Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Axcelis Technologies, Inc. Long-Term Investment Plan in MA ($247M); by covered participants it is Revolution Foods, Inc 401(k) Plan in CA (818 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($247M here).

Similar participant headcount

Nearest other-state filings by covered participants (818 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 Brother USA Retirement Plan assets move in 2023? ▼
Brother USA Retirement Plan grew at a solid clip - up 8.0% during 2023, from $228M to $247M. Reported net income was $18M.
How have Brother International Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brother International Corporation's sponsor-wide assets grew 16.4%, from $228M to $266M.
Where does Brother USA Retirement Plan rank by assets among Form 5500 filers? ▼
Brother USA Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brother USA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Axcelis Technologies, Inc. Long-Term Investment Plan in MA ($247M, 958 participants).
Which 401(k) plans cover a similar participant headcount to Brother USA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revolution Foods, Inc 401(k) Plan in CA (818 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 223142007.

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.