401(k) · DOL Form 5500 · 2024

Brook & Whittle Limited 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
1,475
Participants Near avg headcount
90th
Percentile by assets National rank
$62,309
Avg per participant Low balance/head
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Official DOL plan name: Brook & Whittle Limited Section 401(k) Profit Sharing Plan · Sponsored by Brook & Whittle Limited · Connecticut · Manufacturing

$92M in assets, 1,475 participants

Brook & Whittle Limited's Brook & Whittle Limited Section 401(k) Profit Sharing Plan reported $92M in total assets and 1,475 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,123 in Manufacturing (17,777 peers)

Coverage in Connecticut

Brook & Whittle Limited Section 401(k) Profit Sharing Plan covers 1,475 participants in Connecticut, 2.1x the typical Connecticut plan (state average ~718 per filing). Assets: $92M.

#15,123
in Manufacturing (17,777 peers)
+42.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Brook & Whittle Limited Section 401(k) Profit Sharing Plan's outsized position by total assets

Brook & Whittle Limited Section 401(k) Profit Sharing Plan vs every filed plan by assets

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

$91,905,796 Top 10% higher than 90% 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

Brook & Whittle Limited Section 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brook & Whittle Limited Section 401(k) Profit Sharing Plan lands in the large band (1,475 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brook & Whittle Limited Section 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Brook & Whittle Limited Section 401(k) Profit Sharing Plan end-of-year assets rose from $64M in the plan year 2023 filing to $92M in the plan year 2024 filing.
  • Brook & Whittle Limited Section 401(k) Profit Sharing Plan reported participants fell from 1,711 in the plan year 2023 filing to 1,475 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 061452909 · Brook & Whittle Limited PY 2024 · 401(k)

Brook & Whittle Limited Section 401(k) Profit Sharing Plan · $92M · 1,475 · 90th

  • TYPE $92M
  • TYPE 1,475
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Kestra Financial, Inc. 401(k) Plan
  • TYPE ind #15123

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 Connecticut →

Brook & Whittle Limited Section 401(k) Profit Sharing Plan in the asset neighbourhood

Brook & Whittle Limited Section 401(k) Profit Sharing PlanBrook & Whittle Limited Sect…$92MKestra Financial, Inc. 401(k) PlanKestra Financial, Inc. 401(k…$92MProfit Sharing & 401(k) Plan of Safra National Bank of New YorkProfit Sharing & 401(k) Plan…$92MThe Savings Bank Mutual Life Insurance Company of Massachusetts 401(k) PlanThe Savings Bank Mutual Life…$92MAlliance Residential Realty 401(k) PlanAlliance Residential Realty …$92M
End-of-year total assets ($M) among Brook & Whittle Limited Section 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$92M
Net Income$3M
Employer EIN061452909
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brook & Whittle Limited)

Sponsor-wide plan assets over time

All Brook & Whittle Limited plans reported in each filing year

Latest sponsor-wide plan assets
$92M 65.70841496302023% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $55.5M $91.9M ▲ +65.7%
Year Plans Participants Total Assets
2022 1 963 $55M
2023 1 1,711 $64M
2024 1 1,475 $92M

Nearby 401(k) Plans in Connecticut

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

Brook & Whittle Limited Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Brook & Whittle Limited Section 401(k) Profit Sharing Plan, Total assets ($B): 0.091905796 · Participants: 1475Brook & Whittle Limited Section 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Brook & Whittle Limited Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Brook & Whittle Limited Section 401(k) Profit Sharing Plan side-by-side with 3 peers →

Brook & Whittle Limited Section 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Kestra Financial, Inc. 401(k) Plan in TX ($92M); by covered participants it is Pch Hotels and Resorts, Inc. 401(k) Plan in AL (1,475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,475 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 Brook & Whittle Limited Section 401(k) Profit Sharing Plan assets move in 2024? ▼
Brook & Whittle Limited Section 401(k) Profit Sharing Plan surged - up 42.8% during 2024, from $64M to $92M. Reported net income was $3M.
How have Brook & Whittle Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brook & Whittle Limited's sponsor-wide assets grew 65.7%, from $55M to $92M.
Where does Brook & Whittle Limited Section 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Brook & Whittle Limited Section 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Brook & Whittle Limited Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kestra Financial, Inc. 401(k) Plan in TX ($92M, 917 participants).
Which 401(k) plans cover a similar participant headcount to Brook & Whittle Limited Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pch Hotels and Resorts, Inc. 401(k) Plan in AL (1,475 participants, $28M 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 061452909.

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.