Plan Ledger DOL Form 5500 · updated monthly

Brookshire Brothers, Inc.401(k) + ESOP (KSOP)

BROOKSHIRE BROTHERS KSOP · LUFKIN, TX · plan year 2022

Reported admin expense ratio · 2022
0.19%

Brookshire Brothers, Inc. reported $308,160 in plan administrative expenses for 2022: 0.19% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.19% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other retail trade employers. By assets it is the 443rd-largest of 5,688 plans among Texas employers on file, and the 246th of 5,215 in retail trade.

Plan summary
Net assets, end of year$166,656,851
Participants with balances4,993
Active participants3,074
Employer contributions—
Employee contributions$2,704,361
Employer contribution per active participant—
Average account balance$33,378
Benefits paid to participants$12,317,079
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$134.4M · 5,042 accts · $3K emplr
2023$147.9M · 5,057 accts
2022$166.7M · 4,993 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$238,870
Investment management$54,275
Professional / advisory$14,114
Total administrative$308,160
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$284,114 · 0.20%
2023$312,676 · 0.20%
2022$308,160 · 0.19%
Same employer
Similar plansRetail Trade · Texas
Mattress Firm, Inc. TX$279.1M · 0.32%
Firstcash Holdings, Inc. TX$257.3M · 0.29%
Fleetpride, Inc. TX$187.0M · 0.31%
Visionworks of America, Inc. TX$159.2M · 0.12%
Gamestop, Corp. TX$157.6M · 0.32%
Visionworks of America, Inc. TX$146.6M · 0.13%
James Avery Craftsman, Inc. TX$144.9M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 752692839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.