ESOP · DOL Form 5500 · 2024

Brockway-Smith Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
57
Participants Small participant base
29th
Percentile by assets National rank
$34,871
Avg per participant Low balance/head
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Official DOL plan name: Brockway-Smith Company Profit Sharing Plan & Trust · Sponsored by Brockway-Smith Company · Massachusetts · Wholesale Trade

$2M in assets, 57 participants

Brockway-Smith Company's Brockway-Smith Company Profit Sharing Plan & Trust reported $2M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,119 in Wholesale Trade (6,080 peers)

Brockway-Smith Company multi-year trail

Brockway-Smith Company's plans moved -95.3% in assets from 2022 to 2024; this filing shows Brockway-Smith Company Profit Sharing Plan & Trust at $2M / 57 participants.

#1,119
in Wholesale Trade (6,080 peers)
-95.1%
assets change YoY

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brockway-Smith Company Profit Sharing Plan & Trust among the smaller filed plans by assets

Brockway-Smith Company Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,987,631 29th percentile higher than 29% 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

Brockway-Smith Company Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brockway-Smith Company Profit Sharing Plan & Trust is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brockway-Smith Company Profit Sharing Plan & Trust reported net income fell from $28M in the plan year 2023 filing to -$39M in the plan year 2024 filing.
  • Brockway-Smith Company Profit Sharing Plan & Trust end-of-year assets fell from $41M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 041123740 · Brockway-Smith Company PY 2024 · ESOP

Brockway-Smith Company Profit Sharing Plan & Trust · $2M · 57 · 29th

  • NET $2M
  • NET 57
  • NET 29th
  • NET ESOP
  • NET near Codecraft, Inc. Employee Stock Ownership Plan and Trust
  • NET ind #1119

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 What is an ESOP? → · Plans in Massachusetts →

Brockway-Smith Company Profit Sharing Plan & Trust in the asset neighbourhood

Brockway-Smith Company Profit Sharing Plan & TrustBrockway-Smith Company Profi…$2MCodecraft, Inc. Employee Stock Ownership Plan and TrustCodecraft, Inc. Employee Sto…$2MSpecialty Construction, Inc. ESOPSpecialty Construction, Inc.…$2MCoast Heat Treating Company Employee Stock Ownership PlanCoast Heat Treating Company …$2MTalley Management Group Employee Stock Ownership PlanTalley Management Group Empl…$2M
End-of-year total assets ($M) among Brockway-Smith Company Profit Sharing Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Brockway-Smith Company multi-year asset trail

Sponsor-wide plan assets over time

All Brockway-Smith Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 95.25836451396503% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $60.1M $2.85M ▼ -95.3%
Year Plans Participants Total Assets
2022 2 437 $60M
2023 2 429 $51M
2024 2 57 $3M

Brockway-Smith Company filing trail (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$2M
Net Income-$39M
Employer EIN041123740
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Brockway-Smith Company Profit Sharing Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Brockway-Smith Company Profit Sharing Plan & Trust, Total assets ($M): 1.987631 · Participants: 57Brockway-Smith Company Profit Sharing Plan & TrustConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Brockway-Smith Company Profit Sharing Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Brockway-Smith Company Profit Sharing Plan & Trust side-by-side with 3 peers →

Brockway-Smith Company Profit Sharing Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Codecraft, Inc. Employee Stock Ownership Plan and Trust in IL ($2M); by covered participants it is Ma Bank Employee Stock Ownership Plan in MO (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Brockway-Smith Company Profit Sharing Plan & Trust assets move in 2024? ▼
Brockway-Smith Company Profit Sharing Plan & Trust contracted severely - down 95.1% during 2024, from $41M to $2M. Reported net income was -$39M.
How have Brockway-Smith Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brockway-Smith Company's sponsor-wide assets declined 95.3%, from $60M to $3M.
Which ESOP plans are similar in size to Brockway-Smith Company Profit Sharing Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Codecraft, Inc. Employee Stock Ownership Plan and Trust in IL ($2M, 1 participant).
Which ESOP plans cover a similar participant headcount to Brockway-Smith Company Profit Sharing Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Ma Bank Employee Stock Ownership Plan in MO (57 participants, $3M 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 041123740.

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.