Brookshire Brothers, Inc. 401(k) Plan: Login, Facts & Contact Information

Brookshire Brothers, Inc. 401(k) Plan Facts

Plan name
BROOKSHIRE BROTHERS KSOP
Plan type
401(k) with employer contributions and profit sharing with a company-stock (ESOP) component
Plan sponsor
BROOKSHIRE BROTHERS, INC.
Participants
5,467 (3,030 active employees)
Former employees with a balance
1,939
Plan assets
$134,431,422 at Apr 26, 2025
Average account balance
$26,662 across 5,042 accounts
Employer contributions
$3,446 in plan year 2024
Recordkeeper
Principal Life Insurance Company
Plan year
Apr 28, 2024 – Apr 26, 2025
Plan established
Apr 25, 1998
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing✓ Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Apr 28, 2024 – Apr 26, 2025), filed Feb 16, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.90 million went into the plan in contributions, $3,446 of it from the employer (0%).
  • $13.2 million was paid out to participants.
  • Administrative expenses were $284,114, about $56 per account.

How the Brookshire Brothers, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20194,934$101.7 million$971,959$5.27 million
20204,924$138.2 million—$7.09 million
20215,100$165.2 million—$9.45 million
20225,399$166.7 million—$12.3 million
20235,372$147.9 million—$14.1 million
20245,467$134.4 million$3,446$13.2 million

Brookshire Brothers, Inc. 401(k) Contact Information

Phone
936-634-8155
Mailing address
1201 ELLEN TROUT DRIVE, LUFKIN TX 759041233
Plan sponsor
BROOKSHIRE BROTHERS, INC.
Employer identification number (EIN)
75-2692839
Plan number
002

Questions about the Brookshire Brothers, Inc. 401(k)

Does Brookshire Brothers, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3,446, 0% of all contributions.

Does the Brookshire Brothers, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Brookshire Brothers, Inc 401(k) plan?

5,467 participants at the start of plan year 2024, 3,030 of them active employees, and 1,939 former employees who still had money in the plan.

What is the average 401(k) balance at Brookshire Brothers, Inc?

About $26,662 per account: $134.4 million in plan assets across 5,042 accounts with a balance at the end of plan year 2024.

Who manages the Brookshire Brothers, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Brookshire Brothers, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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