401(k) · DOL Form 5500 · 2024

Brookdale Shop Rite 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
56
Participants Small participant base
49th
Percentile by assets National rank
$129,296
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookdale Shop Rite 401(k) Profit Sharing Plan · Sponsored by Brookdale Shop Rite · New Jersey · Manufacturing

$7M in assets, 56 participants

Brookdale Shop Rite's Brookdale Shop Rite 401(k) Profit Sharing Plan reported $7M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,897 in Manufacturing (17,777 peers)

Brookdale Shop Rite multi-year trail

Brookdale Shop Rite's plans moved +17.4% in assets from 2022 to 2024; this filing shows Brookdale Shop Rite 401(k) Profit Sharing Plan at $7M / 56 participants.

#5,897
in Manufacturing (17,777 peers)
+1.1%
assets growth YoY

Brookdale Shop Rite 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Brookdale Shop Rite 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,240,598 49th percentile higher than 49% of 123,620 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 2024

Brookdale Shop Rite 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brookdale Shop Rite 401(k) Profit Sharing Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brookdale Shop Rite 401(k) Profit Sharing Plan reported net income fell from $998K in the plan year 2023 filing to $76K in the plan year 2024 filing.
  • Brookdale Shop Rite 401(k) Profit Sharing Plan reported participants fell from 59 in the plan year 2023 filing to 56 in the plan year 2024 filing.
  • Brookdale Shop Rite 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 221704191 · Brookdale Shop Rite PY 2024 · 401(k)

Brookdale Shop Rite 401(k) Profit Sharing Plan · $7M · 56 · 49th

  • BOOK $7M
  • VS-ST 56
  • BOY 49th
  • SCH 401(k)
  • EBSA near Dms 401(k) Plan
  • PART ind #5897

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 New Jersey →

Brookdale Shop Rite 401(k) Profit Sharing Plan in the asset neighbourhood

Brookdale Shop Rite 401(k) Profit Sharing PlanBrookdale Shop Rite 401(k) P…$7MDms 401(k) Plan$7MAvalon Holdings Corporation Participating Companies Profit Sharing Plan and TrustAvalon Holdings Corporation …$7MG3 Industries, Inc. 401(k) PlanG3 Industries, Inc. 401(k) P…$7MAffiliated Colon and Rectal Surgeons, P.C. 401(k) Profit Sharing PlanAffiliated Colon and Rectal …$7M
End-of-year total assets ($M) among Brookdale Shop Rite 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Brookdale Shop Rite multi-year asset trail

Sponsor-wide plan assets over time

All Brookdale Shop Rite plans reported in each filing year

Latest sponsor-wide plan assets
$7M 17.421094352057747% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.17M $7.24M ▲ +17.3%
Year Plans Participants Total Assets
2022 1 61 $6M
2023 1 59 $7M
2024 2 119 $7M

Brookdale Shop Rite filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$76K
Employer EIN221704191
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Brookdale Shop Rite 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Brookdale Shop Rite 401(k) Profit Sharing Plan, Total assets ($B): 0.007240598 · Participants: 56Brookdale Shop Rite 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Brookdale Shop Rite 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Brookdale Shop Rite 401(k) Profit Sharing Plan side-by-side with 3 peers →

Brookdale Shop Rite 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Dms 401(k) Plan in OH ($7M); by covered participants it is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brookdale Shop Rite 401(k) Profit Sharing Plan assets move in 2024? ▼
Brookdale Shop Rite 401(k) Profit Sharing Plan edged up modestly - up 1.1% during 2024, from $7M to $7M. Reported net income was $76K.
How have Brookdale Shop Rite plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookdale Shop Rite's sponsor-wide assets grew 17.4%, from $6M to $7M.
Which 401(k) plans are similar in size to Brookdale Shop Rite 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dms 401(k) Plan in OH ($7M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Brookdale Shop Rite 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221704191.

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.