Brookshire Holdings 401(k) plan

Brookshire Holdings, Inc., Tyler, TX. EIN 75-2894614. Annual reports 2009–2024.

Brookshire Holdings, Inc. has one active retirement plan on file, the Brookshire'S Employee Stock Ownership and 401(k) Plan, with 17,556 participants and $381 million in assets in 2024. Principal has been its recordkeeper since 2018. No traditional pension plan appears in Brookshire Holdings's filings since 2009.

Active plans: 1
Participants: 17,556
Plan assets: $381 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Retail

The plan

Brookshire'S Employee Stock Ownership and 401(k) Plan

401(k) with ESOPActive

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

Plan number: 001Employer EIN 75-2894614
Participants (2024): 17,556
Net assets (2024): $381 million
Recordkeeper: PrincipalEarlier: Voya (2009–2017)
Plan administrator: Brookshire Holdings, Inc.
P.O. Box 1411
Tyler, TX 75710
(903) 534-3000As filed for 2024
In effect since: September 16, 1960

Earlier plan names: Brookshires Employee Stock Ownership and 401K Plan; Brookshires Employee Stock Ownership and 401(k) Plan; Brookshire Holdings, Inc. Ownership and 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	17,556	$381 million	Principal
2023	16,226	$367 million	Principal
2022	15,837	$344 million	Principal
2021	15,406	$352 million	Principal
2020	12,435	$382 million	Principal
2019	13,312	$343 million	Principal
2018	11,693	$305 million	Principal
2017	11,748	$314 million	Voya
2016	12,695	$331 million	Voya
2015	11,903	$354 million	Voya
2014	11,853	$363 million	Voya
2013	11,195	$344 million	Voya
2012	10,656	$314 million	Voya
2011	9,407	$288 million	Voya
2010	9,065	$282 million	Voya
2009	8,891	$265 million	Voya

If you had money in one of these plans

Call Principal (principal.com), which runs the Brookshire'S Employee Stock Ownership and 401(k) Plan. 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 ((903) 534-3000). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

The plan

Brookshire'S Employee Stock Ownership and 401(k) Plan

If you had money in one of these plans

What these numbers are

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