401(k) · DOL Form 5500 · 2023

Brookshire Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
3,002
Participants Above avg headcount
93rd
Percentile by assets National rank
$49,256
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookshire Brothers Ksop · Sponsored by Brookshire Brothers, Inc. · Texas · Retail Trade

$148M in assets, 3,002 participants

Brookshire Brothers, Inc.'s Brookshire Brothers Ksop reported $148M in total assets and 3,002 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,106 in Retail Trade (8,414 peers)

Coverage in Texas

Brookshire Brothers Ksop covers 3,002 participants in Texas, 4.4x the typical Texas plan (state average ~688 per filing). Assets: $148M.

#8,106
in Retail Trade (8,414 peers)
-11.3%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brookshire Brothers Ksop's outsized position by total assets

Brookshire Brothers Ksop vs every filed plan by assets

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

$147,867,107 Top 7% higher than 93% 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

Brookshire Brothers Ksop'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. Brookshire Brothers Ksop lands in the large band (3,002 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookshire Brothers Ksop reported net income fell from $1M in the plan year 2022 filing to -$19M in the plan year 2023 filing.
  • Brookshire Brothers Ksop reported participants fell from 3,436 in the plan year 2022 filing to 3,002 in the plan year 2023 filing.
  • Brookshire Brothers Ksop end-of-year assets fell from $167M in the plan year 2022 filing to $148M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752692839 · Brookshire Brothers, Inc. PY 2023 · 401(k)

Brookshire Brothers Ksop · $148M · 3,002 · 93rd

  • PART $148M
  • TYPE 3,002
  • NET 93rd
  • BOOK 401(k)
  • VS-ST near The 401(k) Plan of Arrowood Indemnity Company
  • BOY ind #8106

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 Retail Trade retirement plans → · Plans in Texas →

Brookshire Brothers Ksop in the asset neighbourhood

Wolverine Employee Savings & Retirement PlanWolverine Employee Savings &…$148MBrookshire Brothers Ksop$148MThe 401(k) Plan of Arrowood Indemnity CompanyThe 401(k) Plan of Arrowood …$148MOutrigger Hotels Hawaii Profit Sharing and Retirement Savings PlanOutrigger Hotels Hawaii Prof…$148MEmployees' Incentive Savings Plan of Emigrant BankEmployees' Incentive Savings…$148M
End-of-year total assets ($M) among Brookshire Brothers Ksop and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$167M
Net Assets (End of Year)$148M
Net Income-$19M
Employer EIN752692839
Plan Effective Date1998-04-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookshire Brothers, Inc.)

Sponsor-wide plan assets over time

All Brookshire Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$134M 19.380088313462302% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $167M $134M ▼ -19.4%
Year Plans Participants Total Assets
2022 1 3,436 $167M
2023 1 3,002 $148M
2024 1 3,033 $134M

Nearby 401(k) Plans in Texas

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

Brookshire Brothers Ksop vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Brookshire Brothers Ksop, Total assets ($B): 0.147867107 · Participants: 3002Brookshire Brothers KsopAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Brookshire Brothers Ksop vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Brookshire Brothers Ksop side-by-side with 3 peers →

Brookshire Brothers Ksop's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The 401(k) Plan of Arrowood Indemnity Company in NC ($148M); by covered participants it is The Alcott Group 401(k) Plan in NY (3,002 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,002 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 Brookshire Brothers Ksop assets move in 2023? ▼
Brookshire Brothers Ksop pulled back noticeably - down 11.3% during 2023, from $167M to $148M. Reported net income was -$19M.
How have Brookshire Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookshire Brothers, Inc.'s sponsor-wide assets declined 19.4%, from $167M to $134M.
Where does Brookshire Brothers Ksop rank by assets among Form 5500 filers? ▼
Brookshire Brothers Ksop ranks in the 93rd 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 Brookshire Brothers Ksop? ▼
Among 401(k) plans in other states, the closest by assets is The 401(k) Plan of Arrowood Indemnity Company in NC ($148M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Brookshire Brothers Ksop? ▼
Among 401(k) plans in other states, the closest by covered participants is The Alcott Group 401(k) Plan in NY (3,002 participants, $197M 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 752692839.

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.