401(k) · DOL Form 5500 · 2023

Brook & Whittle Limited 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
1,711
Participants Near avg headcount
88th
Percentile by assets National rank
$37,602
Avg per participant Low balance/head
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Official DOL plan name: Brook & Whittle Limited Section 401(k) Profit Sharing Plan · Sponsored by Brook & Whittle Limited · Connecticut · Manufacturing

$64M in assets, 1,711 participants

Brook & Whittle Limited's Brook & Whittle Limited Section 401(k) Profit Sharing Plan reported $64M in total assets and 1,711 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,391 in Manufacturing (18,722 peers)

Coverage in Connecticut

Brook & Whittle Limited Section 401(k) Profit Sharing Plan covers 1,711 participants in Connecticut, 2.4x the typical Connecticut plan (state average ~718 per filing). Assets: $64M.

#15,391
in Manufacturing (18,722 peers)
+16.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Brook & Whittle Limited Section 401(k) Profit Sharing Plan's outsized position by total assets

Brook & Whittle Limited Section 401(k) Profit Sharing Plan vs every filed plan by assets

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

$64,337,583 Top 12% higher than 88% 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

Brook & Whittle Limited Section 401(k) Profit Sharing 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. Brook & Whittle Limited Section 401(k) Profit Sharing Plan lands in the large band (1,711 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brook & Whittle Limited Section 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Brook & Whittle Limited Section 401(k) Profit Sharing Plan reported participants rose from 963 in the plan year 2022 filing to 1,711 in the plan year 2023 filing.
  • Brook & Whittle Limited Section 401(k) Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061452909 · Brook & Whittle Limited PY 2023 · 401(k)

Brook & Whittle Limited Section 401(k) Profit Sharing Plan · $64M · 1,711 · 88th

  • BOOK $64M
  • BOOK 1,711
  • BOOK 88th
  • BOOK 401(k)
  • BOOK near The Swatch Group (U.S.) Inc. 401(k) Plan
  • BOOK ind #15391

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 Connecticut →

Brook & Whittle Limited Section 401(k) Profit Sharing Plan in the asset neighbourhood

Rochester Electronics, LLC 401(k) Profit Sharing PlanRochester Electronics, LLC 4…$64MBrook & Whittle Limited Section 401(k) Profit Sharing PlanBrook & Whittle Limited Sect…$64MThe Swatch Group (U.S.) Inc. 401(k) PlanThe Swatch Group (U.S.) Inc.…$64MIconiq Capital 401(k) Plan$64MInternational Imaging Materials, Inc. Retirement and Investment PlanInternational Imaging Materi…$64M
End-of-year total assets ($M) among Brook & Whittle Limited Section 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$64M
Net Income$8M
Employer EIN061452909
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brook & Whittle Limited)

Sponsor-wide plan assets over time

All Brook & Whittle Limited plans reported in each filing year

Latest sponsor-wide plan assets
$92M 65.70841496302023% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $55.5M $91.9M ▲ +65.7%
Year Plans Participants Total Assets
2022 1 963 $55M
2023 1 1,711 $64M
2024 1 1,475 $92M

Nearby 401(k) Plans in Connecticut

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

Brook & Whittle Limited Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Brook & Whittle Limited Section 401(k) Profit Sharing Plan, Total assets ($B): 0.064337583 · Participants: 1711Brook & Whittle Limited Section 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Brook & Whittle Limited Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Brook & Whittle Limited Section 401(k) Profit Sharing Plan side-by-side with 3 peers →

Brook & Whittle Limited Section 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Swatch Group (U.S.) Inc. 401(k) Plan in FL ($64M); by covered participants it is Automotive Parts Headquarters, Inc. 401(k) Plan and Trust in MN (1,711 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,711 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 Brook & Whittle Limited Section 401(k) Profit Sharing Plan assets move in 2023? ▼
Brook & Whittle Limited Section 401(k) Profit Sharing Plan grew sharply - up 16.0% during 2023, from $55M to $64M. Reported net income was $8M.
How have Brook & Whittle Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brook & Whittle Limited's sponsor-wide assets grew 65.7%, from $55M to $92M.
Where does Brook & Whittle Limited Section 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Brook & Whittle Limited Section 401(k) Profit Sharing Plan ranks in the 88th 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 Brook & Whittle Limited Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Swatch Group (U.S.) Inc. 401(k) Plan in FL ($64M, 814 participants).
Which 401(k) plans cover a similar participant headcount to Brook & Whittle Limited Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Automotive Parts Headquarters, Inc. 401(k) Plan and Trust in MN (1,711 participants, $44M 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 061452909.

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.