Brookshire Brothers 401(k) and retirement plans

Brookshire Brothers, Inc., Lufkin, TX. EIN 75-2692839. Annual reports 2009–2024. Also filed as Brookshire Brothers, Ltd.

Brookshire Brothers, Inc. has one active retirement plan on file, the Brookshire Brothers Ksop, with 5,139 participants and $134 million in assets in 2024. Principal has been its recordkeeper since 2009. No traditional pension plan appears in Brookshire Brothers's filings since 2009.

Active plans: 1
Participants: 5,139
Plan assets: $134 million
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Retail

All 2 plans

Active plans first

Brookshire Brothers Ksop

401(k) with ESOPActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 75-2692839
Participants (2024): 5,139
Net assets (2024): $134 million
Recordkeeper: Principal2009–2024
Plan administrator: Brookshire Brothers, Inc.
1201 Ellen Trout Drive
Lufkin, TX 75904
(936) 634-8155As filed for 2024
In effect since: April 25, 1998

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,139	$134 million	Principal
2023	5,173	$148 million	Principal
2022	5,189	$167 million	Principal
2021	5,123	$165 million	Principal
2020	4,969	$138 million	Principal
2019	4,787	$102 million	Principal
2018	4,521	$85.5 million	Principal
2017	4,576	$90.8 million	Principal
2016	5,262	$80.8 million	Principal
2015	4,467	$85.4 million	Principal
2014	4,981	$90.3 million	Principal
2013	4,994	$88.6 million	Principal
2012	4,533	$86.1 million	Principal
2011	6,021	$79.0 million	Principal
2010	5,451	$95.0 million	Principal
2009	6,017	$89.8 million	Principal

Brookshire Brothers 401(k) Plan

401(k)Closed

Closed. The plan filed its final annual report for 2013, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 75-2692839
Participants (2012): 3,533
Net assets (2012): $153,953
Plan administrator: Brookshire Brothers, Ltd
P.O. Box 1688
Lufkin, TX 75902
(936) 634-8155As filed for 2013
In effect since: June 1, 1962

Earlier plan names: Brookshire Brothers Ltd 401K Plan.

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	not listed
2012	3,533	$153,953	not listed
2011	6,337	$2.7 million	not listed
2010	6,511	$2.8 million	not listed
2009	6,672	$3.1 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Brookshire Brothers Ksop. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((936) 634-8155). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Brookshire Brothers Ksop

Brookshire Brothers 401(k) Plan

If you had money in one of these plans

What these numbers are

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