401(k) · DOL Form 5500 · 2024
Brockway-Smith Company 401(k) Plan
Data updated 2026-08-25
- $863K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 22nd
- Percentile by assets National rank
Official DOL plan name: Brockway-Smith Company Savings & Investment Pl Tr · Sponsored by Brockway-Smith Company · Massachusetts · Wholesale Trade
$863K in assets, N/A participants
Brockway-Smith Company's Brockway-Smith Company Savings & Investment Pl Tr reported $863K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #718 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 Savings & Investment Pl Tr at $863K / N/A participants.
- #718
- in Wholesale Trade (6,080 peers)
- -92.0%
- assets change YoY
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brockway-Smith Company Savings & Investment Pl Tr among the smaller filed plans by assets
Brockway-Smith Company Savings & Investment Pl Tr vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$863,122 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brockway-Smith Company Savings & Investment Pl Tr reported participants fell from 372 in the plan year 2023 filing to N/A in the plan year 2024 filing.
- Brockway-Smith Company Savings & Investment Pl Tr end-of-year assets fell from $11M in the plan year 2023 filing to $863K in the plan year 2024 filing.
- Brockway-Smith Company Savings & Investment Pl Tr reported net income rose from -$36M in the plan year 2023 filing to -$10M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 041123740 · Brockway-Smith Company PY 2024 · 401(k)
Brockway-Smith Company Savings & Investment Pl Tr · $863K · N/A · 22nd
- VS-ST $863K
- VS-ST N/A
- VS-ST 22nd
- VS-ST 401(k)
- VS-ST near Secondwind Partners, Inc. 401(k) Plan
- VS-ST ind #718
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 Massachusetts →
Brockway-Smith Company Savings & Investment Pl Tr in the asset neighbourhood
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
| 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) | $11M |
|---|---|
| Net Assets (End of Year) | $863K |
| Net Income | -$10M |
| Employer EIN | 041123740 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Brockway-Smith Company Savings & Investment Pl Tr's closest out-of-state 401(k) peers by assets
Outside Massachusetts, the nearest 401(k) by end-of-year assets is Secondwind Partners, Inc. 401(k) Plan in NM at $863K (this filing: $863K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($863K here).
- Secondwind Partners, Inc. 401(k) Plan (NM) $863K · 5
- Harvey-Egans Gc 401(k) (CA) $863K · 1
- Overtone Labs Inc 401(k) Profit Sharing Plan & Trust (CO) $863K · 3
- Hsbm, Inc. 401(k) Plan (CA) $863K · 3
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.