401(k) · DOL Form 5500 · 2024

Brother International Corporation 401(k) Plan

Data updated 2026-08-25

$266M
Total assets Near avg plan size
872
Participants Near avg headcount
95th
Percentile by assets National rank
$304,565
Avg per participant High balance/head
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Official DOL plan name: Brother USA Retirement Plan · Sponsored by Brother International Corporation · New Jersey · Wholesale Trade

$266M in assets, 872 participants

Brother International Corporation's Brother USA Retirement Plan reported $266M in total assets and 872 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #5,874 in Wholesale Trade (6,080 peers)

Where Brother USA Retirement Plan sits by assets

Brother USA Retirement Plan sits in the top 5% of all filed plans by assets, $266M for 872 participants (~$304,565/participant), up 7.7% in 2024.

#5,874
in Wholesale Trade (6,080 peers)
+7.7%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Brother USA Retirement Plan's outsized position by total assets

Brother USA Retirement Plan vs every filed plan by assets

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

$265,580,798 Top 5% higher than 95% 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

Brother USA Retirement 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. Brother USA Retirement Plan sits mid-pack in the medium band (872 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brother USA Retirement Plan end-of-year assets rose from $247M in the plan year 2023 filing to $266M in the plan year 2024 filing.
  • Brother USA Retirement Plan reported participants rose from 818 in the plan year 2023 filing to 872 in the plan year 2024 filing.
  • Brother USA Retirement Plan reported net income rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 223142007 · Brother International Corporation PY 2024 · 401(k)

Brother USA Retirement Plan · $266M · 872 · 95th

  • IND $266M
  • IND 872
  • IND 95th
  • IND 401(k)
  • IND near Goshen Health 401(k) Retirement Savings Plan
  • IND ind #5874

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 New Jersey →

Brother USA Retirement Plan in the asset neighbourhood

Mns, Ltd. Profit-Sharing Plan$266MPoet 401(k) Plan$266MBrother USA Retirement Plan$266MGoshen Health 401(k) Retirement Savings PlanGoshen Health 401(k) Retirem…$266MThe Goodyear Tire & Rubber Company Savings Plan for Retail EmployeesThe Goodyear Tire & Rubber C…$265M
End-of-year total assets ($M) among Brother USA Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$247M
Net Assets (End of Year)$266M
Net Income$19M
Employer EIN223142007
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brother International Corporation)

Sponsor-wide plan assets over time

All Brother International Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$266M 16.382202914000374% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $228M $266M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 804 $228M
2023 1 818 $247M
2024 1 872 $266M

Nearby 401(k) Plans in New Jersey

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

Brother USA Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Brother USA Retirement Plan, Total assets ($B): 0.265580798 · Participants: 872Brother USA Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Brother USA Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Brother USA Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Goshen Health 401(k) Retirement Savings Plan in IN ($266M); by covered participants it is Stinson LLP Retirement Plan in MO (872 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($266M here).

Similar participant headcount

Nearest other-state filings by covered participants (872 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 Brother USA Retirement Plan assets move in 2024?
Brother USA Retirement Plan grew at a solid clip - up 7.7% during 2024, from $247M to $266M. Reported net income was $19M.
How have Brother International Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Brother International Corporation's sponsor-wide assets grew 16.4%, from $228M to $266M.
Where does Brother USA Retirement Plan rank by assets among Form 5500 filers?
Brother USA Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brother USA Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Goshen Health 401(k) Retirement Savings Plan in IN ($266M, 1,854 participants).
Which 401(k) plans cover a similar participant headcount to Brother USA Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Stinson LLP Retirement Plan in MO (872 participants, $614M in assets).