401(k) · DOL Form 5500 · 2023

Brookshire Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$371M
Total assets Above avg plan size
9,908
Participants Very large workforce
97th
Percentile by assets National rank
$37,425
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookshire's Employee Stock Ownership and 401(k) Plan · Sponsored by Brookshire Holdings, Inc. · Texas · Retail Trade

$371M in assets, 9,908 participants

Brookshire Holdings, Inc.'s Brookshire's Employee Stock Ownership and 401(k) Plan reported $371M in total assets and 9,908 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,249 in Retail Trade (8,414 peers)

Coverage in Texas

Brookshire's Employee Stock Ownership and 401(k) Plan covers 9,908 participants in Texas, 14x the typical Texas plan (state average ~688 per filing). Assets: $371M.

#8,249
in Retail Trade (8,414 peers)
+6.6%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Brookshire's Employee Stock Ownership and 401(k) Plan's outsized position by total assets

Brookshire's Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$370,807,564 Top 3% higher than 97% 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's Employee Stock Ownership and 401(k) Plan'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's Employee Stock Ownership and 401(k) Plan lands in the large band (9,908 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookshire's Employee Stock Ownership and 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Brookshire's Employee Stock Ownership and 401(k) Plan reported participants fell from 10,709 in the plan year 2022 filing to 9,908 in the plan year 2023 filing.
  • Brookshire's Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $348M in the plan year 2022 filing to $371M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752894614 · Brookshire Holdings, Inc. PY 2023 · 401(k)

Brookshire's Employee Stock Ownership and 401(k) Plan · $371M · 9,908 · 97th

  • VS-ST $371M
  • VS-ST 9,908
  • VS-ST 97th
  • VS-ST 401(k)
  • VS-ST near Guild Mortgage Company Profit Sharing 401(k) Plan
  • VS-ST ind #8249

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's Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Womble Bond Dickinson (US) LLP Savings and Self Employed Retirement Plan aWomble Bond Dickinson (US) L…$371MRussell Reynolds Associates Retirement Savings PlanRussell Reynolds Associates …$371MGoulston & Storrs 401(k) Profit Sharing Plan and TrustGoulston & Storrs 401(k) Pro…$371MBrookshire's Employee Stock Ownership and 401(k) PlanBrookshire's Employee Stock …$371MGuild Mortgage Company Profit Sharing 401(k) PlanGuild Mortgage Company Profi…$371M
End-of-year total assets ($M) among Brookshire's Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$348M
Net Assets (End of Year)$367M
Net Income$23M
Employer EIN752894614
Plan Effective Date1960-09-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookshire Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$381M 9.579005543688622% vs 2022
2024 filing year
$340M$350M$360M$370M$380M$390M 202220232024 $348M $381M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 10,709 $348M
2023 1 9,908 $371M
2024 1 10,742 $381M

Nearby 401(k) Plans in Texas

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

Brookshire's Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Brookshire's Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.370807564 · Participants: 9908Brookshire's Employee Stock Ownership and 401(k) PlanAT&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's Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Brookshire's Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Scale composition for Brookshire's Employee Stock Ownership and 401(k) Plan

Brookshire's Employee Stock Ownership and 401(k) Plan reports $371M in end-of-year assets across 9,908 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $37,425 per participant (27% of the national average assets-per-participant) . Net income for plan year 2023 was $23M.

This plan identity (EIN 752894614, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $348M to $381M (+9.6%) while covered participants moved from 10,709 to 10,742 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,709 $348M Open filing
2023 9,908 $371M This page
2024 · index core 10,742 $381M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Brookshire's Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Guild Mortgage Company Profit Sharing 401(k) Plan in CA ($371M); by covered participants it is Ori 401(k) Savings and Profit Sharing Plan in IL (9,909 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,908 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's Employee Stock Ownership and 401(k) Plan assets move in 2023? ▼
Brookshire's Employee Stock Ownership and 401(k) Plan grew at a solid clip - up 6.6% during 2023, from $348M to $371M. Reported net income was $23M.
How have Brookshire Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookshire Holdings, Inc.'s sponsor-wide assets grew 9.6%, from $348M to $381M.
Where does Brookshire's Employee Stock Ownership and 401(k) Plan rank by assets among Form 5500 filers? ▼
Brookshire's Employee Stock Ownership and 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brookshire's Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guild Mortgage Company Profit Sharing 401(k) Plan in CA ($371M, 5,354 participants).
Which 401(k) plans cover a similar participant headcount to Brookshire's Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ori 401(k) Savings and Profit Sharing Plan in IL (9,909 participants, $1.9B 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 752894614.

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.