401(k) · DOL Form 5500 · 2024

Brooks, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
99
Participants Small participant base
74th
Percentile by assets National rank
$249,626
Avg per participant Above avg balance/head
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Official DOL plan name: Brooks Profit Sharing and 401(k) Plan · Sponsored by Brooks, Inc. · Wisconsin · Wholesale Trade

$25M in assets, 99 participants

Brooks, Inc.'s Brooks Profit Sharing and 401(k) Plan reported $25M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,341 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Brooks Profit Sharing and 401(k) Plan holds $25M for 99 participants - about $249,626 per participant, above the median plan by assets.

#4,341
in Wholesale Trade (6,080 peers)
+4.4%
assets growth YoY

Brooks Profit Sharing and 401(k) Plan's outsized position by total assets

Brooks Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$24,712,954 Top 26% higher than 74% 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

Brooks Profit Sharing and 401(k) 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. Brooks Profit Sharing and 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

DOL schedule card

Filing strip 390797227 · Brooks, Inc. PY 2024 · 401(k)

Brooks Profit Sharing and 401(k) Plan · $25M · 99 · 74th

  • EBSA $25M
  • EBSA 99
  • EBSA 74th
  • EBSA 401(k)
  • EBSA near First Bank Employees' 401(k) Plan
  • EBSA ind #4341

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 Wisconsin →

Brooks Profit Sharing and 401(k) Plan in the asset neighbourhood

Buckeye Power Sales Co., Inc. 401(k) PlanBuckeye Power Sales Co., Inc…$25MBrooks Profit Sharing and 401(k) PlanBrooks Profit Sharing and 40…$25MFirst Bank Employees' 401(k) PlanFirst Bank Employees' 401(k)…$25MPrime Finance Advisor, L.P. 401(k) Profit Sharing Plan & TrustPrime Finance Advisor, L.P. …$25MWoburn Foreign Motors, Inc. 401(k) PlanWoburn Foreign Motors, Inc. …$25M
End-of-year total assets ($M) among Brooks Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$1M
Employer EIN390797227
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Brooks Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Brooks Profit Sharing and 401(k) Plan, Total assets ($B): 0.024712954 · Participants: 99Brooks Profit Sharing and 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Brooks Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Brooks Profit Sharing and 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is First Bank Employees' 401(k) Plan in TX ($25M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Brooks Profit Sharing and 401(k) Plan assets move in 2024? ▼
Brooks Profit Sharing and 401(k) Plan edged up modestly - up 4.4% during 2024, from $24M to $25M. Reported net income was $1M.
Which 401(k) plans are similar in size to Brooks Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Bank Employees' 401(k) Plan in TX ($25M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Brooks Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants, N/A 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 390797227.

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.