401(k) · DOL Form 5500 · 2024
Brookshire Brothers, Inc. 401(k) Plan
Data updated 2026-08-25
- $134M
- Total assets Near avg plan size
- 3,033
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $44,323
- Avg per participant Low balance/head
Official DOL plan name: Brookshire Brothers Ksop · Sponsored by Brookshire Brothers, Inc. · Texas · Retail Trade
$134M in assets, 3,033 participants
Brookshire Brothers, Inc.'s Brookshire Brothers Ksop reported $134M in total assets and 3,033 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,698 in Retail Trade (8,048 peers)
Coverage in Texas
Brookshire Brothers Ksop covers 3,033 participants in Texas, 4.4x the typical Texas plan (state average ~688 per filing). Assets: $134M.
- #7,698
- in Retail Trade (8,048 peers)
- -9.1%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brookshire Brothers Ksop's outsized position by total assets
Brookshire Brothers Ksop vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$134,431,422 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Brookshire Brothers Ksop'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. Brookshire Brothers Ksop lands in the large band (3,033 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brookshire Brothers Ksop reported net income rose from -$19M in the plan year 2023 filing to -$13M in the plan year 2024 filing.
- Brookshire Brothers Ksop end-of-year assets fell from $148M in the plan year 2023 filing to $134M in the plan year 2024 filing.
- Brookshire Brothers Ksop reported participants rose from 3,002 in the plan year 2023 filing to 3,033 in the plan year 2024 filing.
DOL schedule card
Filing strip 752692839 · Brookshire Brothers, Inc. PY 2024 · 401(k)
Brookshire Brothers Ksop · $134M · 3,033 · 92nd
- BOY $134M
- SCH 3,033
- EBSA 92nd
- PART 401(k)
- TYPE near Grand View Hospital 403(b) Plan
- NET ind #7698
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 Brothers Ksop in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | -$13M |
| Employer EIN | 752692839 |
| Plan Effective Date | 1998-04-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brookshire Brothers, Inc.)
Sponsor-wide plan assets over time
All Brookshire Brothers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 19.380088313462302% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,436 | $167M |
| 2023 | 1 | 3,002 | $148M |
| 2024 | 1 | 3,033 | $134M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Brookshire Brothers Ksop's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Grand View Hospital 403(b) Plan in PA ($134M); by covered participants it is Carrols Corporation Retirement Savings Plan - Final in NY (3,033 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
- Grand View Hospital 403(b) Plan (PA) $134M · 1,993
- Barry Callebaut U.S.a. 401(k) Retirement Plan (IL) $134M · 1,483
- Barracuda Networks 401(k) Plan (CA) $134M · 1,011
- Universal Insurance Company Profit Sharing and Savings Plan (PR) $134M · 1,145
Similar participant headcount
Nearest other-state filings by covered participants (3,033 participants); asset peers above are excluded.
- Carrols Corporation Retirement Savings Plan - Final (NY) 3,033 · 0 off
- Wieland North America, Inc. Retirement Savings Plan (KY) 3,035 · 2 off
- Resideo Technologies, Inc. 401(k) Plan (AZ) 3,030 · 3 off
- Epam Systems, Inc. 401(k) Plan (PA) 3,037 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.