401(k) · DOL Form 5500 · 2024

Brooks Equipment Company, LLC. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
418
Participants Below avg headcount
79th
Percentile by assets National rank
$78,995
Avg per participant Below avg balance/head
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Official DOL plan name: Brooks Equipment Company 401(k) Plan · Sponsored by Brooks Equipment Company, LLC. · North Carolina · Wholesale Trade

$33M in assets, 418 participants

Brooks Equipment Company, LLC.'s Brooks Equipment Company 401(k) Plan reported $33M in total assets and 418 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,723 in Wholesale Trade (6,080 peers)

Where Brooks Equipment Company 401(k) Plan sits by assets

Brooks Equipment Company 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 418 participants (~$78,995/participant), up 14.1% in 2024.

#4,723
in Wholesale Trade (6,080 peers)
+14.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Brooks Equipment Company 401(k) Plan's outsized position by total assets

Brooks Equipment Company 401(k) Plan vs every filed plan by assets

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

$33,019,962 Top 21% higher than 79% 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 Equipment Company 401(k) 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. Brooks Equipment Company 401(k) Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brooks Equipment Company 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Brooks Equipment Company 401(k) Plan reported participants rose from 354 in the plan year 2023 filing to 418 in the plan year 2024 filing.
  • Brooks Equipment Company 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 880161234 · Brooks Equipment Company, LLC. PY 2024 · 401(k)

Brooks Equipment Company 401(k) Plan · $33M · 418 · 79th

  • IND $33M
  • IND 418
  • IND 79th
  • IND 401(k)
  • IND near The Guardian Foundation, Inc. Retirement Plan
  • IND ind #4723

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 North Carolina →

Brooks Equipment Company 401(k) Plan in the asset neighbourhood

Brooks Equipment Company 401(k) PlanBrooks Equipment Company 401…$33MThe Guardian Foundation, Inc. Retirement PlanThe Guardian Foundation, Inc…$33MMayfran International, Inc. Retirement Savings PlanMayfran International, Inc. …$33MMinnesota Masonic Charities 401(k) PlanMinnesota Masonic Charities …$33MCommunity Bancshares, Inc. Employee Stock Ownership PlanCommunity Bancshares, Inc. E…$33M
End-of-year total assets ($M) among Brooks Equipment Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN880161234
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brooks Equipment Company, LLC.)

Sponsor-wide plan assets over time

All Brooks Equipment Company, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 39.08188663996056% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.7M $33M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 310 $24M
2023 1 354 $29M
2024 1 418 $33M

Nearby 401(k) Plans in North Carolina

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

Brooks Equipment Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Brooks Equipment Company 401(k) Plan, Total assets ($B): 0.033019962 · Participants: 418Brooks Equipment Company 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Brooks Equipment Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Brooks Equipment Company 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is The Guardian Foundation, Inc. Retirement Plan in TN ($33M); by covered participants it is Tribar Manufacturing, LLC 401(k) Plan in MI (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Equipment Company 401(k) Plan assets move in 2024? ▼
Brooks Equipment Company 401(k) Plan grew at a solid clip - up 14.1% during 2024, from $29M to $33M. Reported net income was $4M.
How have Brooks Equipment Company, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brooks Equipment Company, LLC.'s sponsor-wide assets grew 39.1%, from $24M to $33M.
Where does Brooks Equipment Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Brooks Equipment Company 401(k) Plan ranks in the 79th 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 Brooks Equipment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Guardian Foundation, Inc. Retirement Plan in TN ($33M, 1,372 participants).
Which 401(k) plans cover a similar participant headcount to Brooks Equipment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tribar Manufacturing, LLC 401(k) Plan in MI (418 participants, $8M 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 880161234.

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.