401(k) · DOL Form 5500 · 2024
Brookshire Holdings, Inc. 401(k) Plan
Data updated 2026-08-11
- $381M
- Total assets
- 10,742
- Participants
- 96th
- Percentile by assets
- $35,486
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $381M
- total plan assets (2024 EOY)
- 10,742
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $35,486
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Brookshire's Employee Stock Ownership and 401(k) Plan reports 10,742 participants - 16x that state average ($381M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $371M |
|---|---|
| Net Assets (End of Year) | $381M |
| Net Income | $14M |
| Employer EIN | 752894614 |
| Plan Effective Date | 1960-09-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brookshire Holdings, Inc.)
| 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
- 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
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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Brookshire's Employee Stock Ownership and 401(k) Plan by total assets, not by location.
- I.a.T.S.E. Local 33 Section 401(k) Plan (CA) $381M · 8,047
- Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan (CA) $381M · 2,825
- Edison Chouest Offshore Retirement Plan (LA) $381M · 4,557
- Acco Brands Corporation 401(k) Plan (IL) $382M · 1,568
Frequently Asked Questions
How did Brookshire's Employee Stock Ownership and 401(k) Plan assets move in 2024? ▼
How have Brookshire Holdings, Inc. plan assets changed over time? ▼
Where does Brookshire's Employee Stock Ownership and 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Brookshire's Employee Stock Ownership and 401(k) Plan? ▼
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Filing takeaways
Ways to act on Brookshire's Employee Stock Ownership and 401(k) Plan's numbers.
- By total assets, Brookshire's Employee Stock Ownership and 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Brookshire Holdings, Inc.'s sponsor-wide assets have grown 9.6% since 2022 across 3 plan years on file. More Retail Trade plans