401(k) · DOL Form 5500 · 2024

Brookshire Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$381M
Total assets Above avg plan size
10,742
Participants Very large workforce
96th
Percentile by assets National rank
$35,486
Avg per participant Low balance/head
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Official DOL plan name: Brookshire's Employee Stock Ownership and 401(k) Plan · Sponsored by Brookshire Holdings, Inc. · Texas · Retail Trade

$381M in assets, 10,742 participants

Brookshire Holdings, Inc.'s Brookshire's Employee Stock Ownership and 401(k) Plan reported $381M in total assets and 10,742 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,877 in Retail Trade (8,048 peers)

Coverage in Texas

Brookshire's Employee Stock Ownership and 401(k) Plan covers 10,742 participants in Texas, 16x the typical Texas plan (state average ~688 per filing). Assets: $381M.

#7,877
in Retail Trade (8,048 peers)
+2.8%
assets growth YoY
3.8×
vs typical plan assets (national mean)

Brookshire's Employee Stock Ownership and 401(k) Plan's outsized position by total assets

Brookshire's Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$381,187,355 Top 4% higher than 96% 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

Brookshire's Employee Stock Ownership and 401(k) Plan's mega-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's Employee Stock Ownership and 401(k) Plan is a mega filing (10,742 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brookshire's Employee Stock Ownership and 401(k) Plan reported net income fell from $23M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Brookshire's Employee Stock Ownership and 401(k) Plan reported participants rose from 9,908 in the plan year 2023 filing to 10,742 in the plan year 2024 filing.
  • Brookshire's Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $371M in the plan year 2023 filing to $381M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752894614 · Brookshire Holdings, Inc. PY 2024 · 401(k)

Brookshire's Employee Stock Ownership and 401(k) Plan · $381M · 10,742 · 96th

  • IND $381M
  • IND 10,742
  • IND 96th
  • IND 401(k)
  • IND near I.a.T.S.E. Local 33 Section 401(k) Plan
  • IND ind #7877

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's Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Acco Brands Corporation 401(k) PlanAcco Brands Corporation 401(…$382MBrookshire's Employee Stock Ownership and 401(k) PlanBrookshire's Employee Stock …$381MI.a.T.S.E. Local 33 Section 401(k) PlanI.a.T.S.E. Local 33 Section …$381MCommunity Hospital of the Monterey Peninsula Tax-Sheltered Annuity PlanCommunity Hospital of the Mo…$381MEdison Chouest Offshore Retirement PlanEdison Chouest Offshore Reti…$381M
End-of-year total assets ($M) among Brookshire's Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$371M
Net Assets (End of Year)$381M
Net Income$14M
Employer EIN752894614
Plan Effective Date1960-09-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookshire Holdings, Inc.)

Sponsor-wide plan assets over time

All Brookshire Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$381M 9.579005543688622% vs 2022
2024 filing year
$340M$350M$360M$370M$380M$390M 202220232024 $348M $381M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 10,709 $348M
2023 1 9,908 $371M
2024 1 10,742 $381M

Nearby 401(k) Plans in Texas

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

Brookshire's Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Brookshire's Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.381187355 · Participants: 10742Brookshire's Employee Stock Ownership and 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Brookshire's Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Brookshire's Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Scale composition for Brookshire's Employee Stock Ownership and 401(k) Plan

Brookshire's Employee Stock Ownership and 401(k) Plan reports $381M in end-of-year assets across 10,742 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $35,486 per participant (26% of the national average assets-per-participant) . Net income for plan year 2024 was $14M.

This plan identity (EIN 752894614, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $348M to $381M (+9.6%) while covered participants moved from 10,709 to 10,742 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,709 $348M Open filing
2023 9,908 $371M Open filing
2024 · index core 10,742 $381M This page

Brookshire's Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is I.a.T.S.E. Local 33 Section 401(k) Plan in CA ($381M); by covered participants it is Broadcom U.S. 401(k) Plan in CA (10,747 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10,742 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 Brookshire's Employee Stock Ownership and 401(k) Plan assets move in 2024? ▼
Brookshire's Employee Stock Ownership and 401(k) Plan edged up modestly - up 2.8% during 2024, from $371M to $381M. Reported net income was $14M.
How have Brookshire Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookshire Holdings, Inc.'s sponsor-wide assets grew 9.6%, from $348M to $381M.
Where does Brookshire's Employee Stock Ownership and 401(k) Plan rank by assets among Form 5500 filers? ▼
Brookshire's Employee Stock Ownership and 401(k) Plan ranks in the 96th 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 Brookshire's Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is I.a.T.S.E. Local 33 Section 401(k) Plan in CA ($381M, 8,047 participants).
Which 401(k) plans cover a similar participant headcount to Brookshire's Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Broadcom U.S. 401(k) Plan in CA (10,747 participants, $13.1B 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 752894614.

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.