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

Brookshire Holdings, Inc. 401(k) Plan Facts

Plan name
BROOKSHIRE'S EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing with a company-stock (ESOP) component
Plan sponsor
BROOKSHIRE HOLDINGS, INC.
Participants
17,235 (10,628 active employees)
Former employees with a balance
5,082
Plan assets
$381,187,355 at Sep 30, 2025
Average account balance
$23,387 across 16,299 accounts
Employer contributions
$7,204,827 in plan year 2024 (26% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Oct 1, 2024 – Sep 30, 2025
Plan established
Sep 16, 1960
✓ 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 (Oct 1, 2024 – Sep 30, 2025), filed Jul 15, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $27.3 million went into the plan in contributions, $7.20 million of it from the employer (26%).
  • $37.8 million was paid out to participants.
  • Investment and other income added $25.3 million.
  • Administrative expenses were $917,433, about $56 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201913,879$343.5 million$5.19 million$33.6 million
202011,179$385.8 million$5.08 million$37.6 million
202113,835$357.5 million$7.24 million$40.2 million
202215,681$347.9 million$8.10 million$52.1 million
202316,802$370.8 million$6.82 million$48.2 million
202417,235$381.2 million$7.20 million$37.8 million

Brookshire Holdings, Inc. 401(k) Contact Information

Phone
903-534-3000
Mailing address
P.O. BOX 1411, TYLER TX 757101411
Plan sponsor
BROOKSHIRE HOLDINGS, INC.
Employer identification number (EIN)
75-2894614
Plan number
001

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

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

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.20 million, 26% of all contributions.

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

Yes. The plan reports automatic enrollment of eligible employees.

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

17,235 participants at the start of plan year 2024, 10,628 of them active employees, and 5,082 former employees who still had money in the plan.

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

About $23,387 per account: $381.2 million in plan assets across 16,299 accounts with a balance at the end of plan year 2024.

Who manages the Brookshire Holdings, 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 Holdings, 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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