401(k) · DOL Form 5500 · 2024

Brookwood Companies Incorporated 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
193
Participants Below avg headcount
81st
Percentile by assets National rank
$207,462
Avg per participant Above avg balance/head
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Official DOL plan name: Brookwood Companies Inc. Tax Favored Savings Plan · Sponsored by Brookwood Companies Incorporated · New York · Manufacturing

$40M in assets, 193 participants

Brookwood Companies Incorporated's Brookwood Companies Inc. Tax Favored Savings Plan reported $40M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,160 in Manufacturing (17,777 peers)

Coverage in New York

Brookwood Companies Inc. Tax Favored Savings Plan covers 193 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $40M.

#13,160
in Manufacturing (17,777 peers)
+13.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Brookwood Companies Inc. Tax Favored Savings Plan's outsized position by total assets

Brookwood Companies Inc. Tax Favored Savings Plan vs every filed plan by assets

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

$40,040,206 Top 19% higher than 81% 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

Brookwood Companies Inc. Tax Favored Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brookwood Companies Inc. Tax Favored Savings Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brookwood Companies Inc. Tax Favored Savings Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Brookwood Companies Inc. Tax Favored Savings Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Brookwood Companies Inc. Tax Favored Savings Plan reported participants rose from 189 in the plan year 2023 filing to 193 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 222958309 · Brookwood Companies Incorporated PY 2024 · 401(k)

Brookwood Companies Inc. Tax Favored Savings Plan · $40M · 193 · 81st

  • ASSETS $40M
  • ASSETS 193
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Sangoma US Inc. 401(k) Plan
  • ASSETS ind #13160

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 York →

Brookwood Companies Inc. Tax Favored Savings Plan in the asset neighbourhood

Salt Lake Legal Defender Association 401(k) Profit Sharing PlanSalt Lake Legal Defender Ass…$40MBrookwood Companies Inc. Tax Favored Savings PlanBrookwood Companies Inc. Tax…$40MSangoma US Inc. 401(k) Plan$40MJoe Daniels Construction Company, Inc. Retirement PlanJoe Daniels Construction Com…$40MUsmmg 401(k) Savings Plan$40M
End-of-year total assets ($M) among Brookwood Companies Inc. Tax Favored Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN222958309
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookwood Companies Incorporated)

Sponsor-wide plan assets over time

All Brookwood Companies Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$40M 34.39358045043972% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $40M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 153 $30M
2023 1 189 $35M
2024 1 193 $40M

Nearby 401(k) Plans in New York

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

Brookwood Companies Inc. Tax Favored Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Brookwood Companies Inc. Tax Favored Savings Plan, Total assets ($B): 0.040040206 · Participants: 193Brookwood Companies Inc. Tax Favored Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Brookwood Companies Inc. Tax Favored Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Brookwood Companies Inc. Tax Favored Savings Plan side-by-side with 3 peers →

Brookwood Companies Inc. Tax Favored Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sangoma US Inc. 401(k) Plan in FL ($40M); by covered participants it is Spartan Race, Inc. 401(k) Plan in MA (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Brookwood Companies Inc. Tax Favored Savings Plan assets move in 2024? ▼
Brookwood Companies Inc. Tax Favored Savings Plan grew at a solid clip - up 13.6% during 2024, from $35M to $40M. Reported net income was $4M.
How have Brookwood Companies Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookwood Companies Incorporated's sponsor-wide assets grew 34.4%, from $30M to $40M.
Where does Brookwood Companies Inc. Tax Favored Savings Plan rank by assets among Form 5500 filers? ▼
Brookwood Companies Inc. Tax Favored Savings Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brookwood Companies Inc. Tax Favored Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sangoma US Inc. 401(k) Plan in FL ($40M, 432 participants).
Which 401(k) plans cover a similar participant headcount to Brookwood Companies Inc. Tax Favored Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spartan Race, Inc. 401(k) Plan in MA (193 participants, $5M 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 222958309.

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.