Civic Intelligence

Brookshire Holdings Inc.

Plan context: Brookshires Employee Stock Ownership and 401(K) Plan

EIN 75-2894614 • 17 filings • 5 plans

Current Snapshot

Latest Year

2023

2023 Participants

10,374

2023 Assets

$370,807,564

2023 Contributions

$28,930,563

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$385,846,756$192,923,378$0200720152023YearValue
$370,807,564Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

10,4035,2020200720152023YearValue
10,374Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2023110,374$370,807,564$28,930,563$2,789iApproximate average salary by contribution assumption: employee only about $69,719 at 4% or $46,479 at 6%; with 50% employer match about $46,479 at 4% or $30,986 at 6%; with 100% employer match about $34,859 at 4% or $23,240 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-10,374$370,807,564$28,930,563$2,789iApproximate average salary by contribution assumption: employee only about $69,719 at 4% or $46,479 at 6%; with 50% employer match about $46,479 at 4% or $30,986 at 6%; with 100% employer match about $34,859 at 4% or $23,240 at 6%.
202219,484$347,865,317$31,304,884$3,301iApproximate average salary by contribution assumption: employee only about $82,520 at 4% or $55,014 at 6%; with 50% employer match about $55,014 at 4% or $36,676 at 6%; with 100% employer match about $41,260 at 4% or $27,507 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-9,484$347,865,317$31,304,884$3,301iApproximate average salary by contribution assumption: employee only about $82,520 at 4% or $55,014 at 6%; with 50% employer match about $55,014 at 4% or $36,676 at 6%; with 100% employer match about $41,260 at 4% or $27,507 at 6%.
2021110,403$357,484,501$40,577,566$3,901iApproximate average salary by contribution assumption: employee only about $97,514 at 4% or $65,009 at 6%; with 50% employer match about $65,009 at 4% or $43,340 at 6%; with 100% employer match about $48,757 at 4% or $32,505 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-10,403$357,484,501$40,577,566$3,901iApproximate average salary by contribution assumption: employee only about $97,514 at 4% or $65,009 at 6%; with 50% employer match about $65,009 at 4% or $43,340 at 6%; with 100% employer match about $48,757 at 4% or $32,505 at 6%.
202019,037$385,846,756$22,845,927$2,528iApproximate average salary by contribution assumption: employee only about $63,201 at 4% or $42,134 at 6%; with 50% employer match about $42,134 at 4% or $28,089 at 6%; with 100% employer match about $31,601 at 4% or $21,067 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-9,037$385,846,756$22,845,927$2,528iApproximate average salary by contribution assumption: employee only about $63,201 at 4% or $42,134 at 6%; with 50% employer match about $42,134 at 4% or $28,089 at 6%; with 100% employer match about $31,601 at 4% or $21,067 at 6%.
201919,832$343,483,339$21,525,146$2,189iApproximate average salary by contribution assumption: employee only about $54,732 at 4% or $36,488 at 6%; with 50% employer match about $36,488 at 4% or $24,325 at 6%; with 100% employer match about $27,366 at 4% or $18,244 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-9,832$343,483,339$21,525,146$2,189iApproximate average salary by contribution assumption: employee only about $54,732 at 4% or $36,488 at 6%; with 50% employer match about $36,488 at 4% or $24,325 at 6%; with 100% employer match about $27,366 at 4% or $18,244 at 6%.
201818,169$306,560,971$28,595,242$3,500iApproximate average salary by contribution assumption: employee only about $87,511 at 4% or $58,341 at 6%; with 50% employer match about $58,341 at 4% or $38,894 at 6%; with 100% employer match about $43,756 at 4% or $29,170 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-8,169$306,560,971$28,595,242$3,500iApproximate average salary by contribution assumption: employee only about $87,511 at 4% or $58,341 at 6%; with 50% employer match about $58,341 at 4% or $38,894 at 6%; with 100% employer match about $43,756 at 4% or $29,170 at 6%.
201718,723$314,431,316$29,101,693$3,336iApproximate average salary by contribution assumption: employee only about $83,405 at 4% or $55,603 at 6%; with 50% employer match about $55,603 at 4% or $37,069 at 6%; with 100% employer match about $41,703 at 4% or $27,802 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-8,723$314,431,316$29,101,693$3,336iApproximate average salary by contribution assumption: employee only about $83,405 at 4% or $55,603 at 6%; with 50% employer match about $55,603 at 4% or $37,069 at 6%; with 100% employer match about $41,703 at 4% or $27,802 at 6%.
2016110,139$331,473,898$27,942,097$2,756iApproximate average salary by contribution assumption: employee only about $68,898 at 4% or $45,932 at 6%; with 50% employer match about $45,932 at 4% or $30,621 at 6%; with 100% employer match about $34,449 at 4% or $22,966 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-10,139$331,473,898$27,942,097$2,756iApproximate average salary by contribution assumption: employee only about $68,898 at 4% or $45,932 at 6%; with 50% employer match about $45,932 at 4% or $30,621 at 6%; with 100% employer match about $34,449 at 4% or $22,966 at 6%.
201519,408$354,006,738$21,963,282$2,335iApproximate average salary by contribution assumption: employee only about $58,363 at 4% or $38,909 at 6%; with 50% employer match about $38,909 at 4% or $25,939 at 6%; with 100% employer match about $29,182 at 4% or $19,454 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-9,408$354,006,738$21,963,282$2,335iApproximate average salary by contribution assumption: employee only about $58,363 at 4% or $38,909 at 6%; with 50% employer match about $38,909 at 4% or $25,939 at 6%; with 100% employer match about $29,182 at 4% or $19,454 at 6%.
201419,686$362,981,077$23,627,932$2,439iApproximate average salary by contribution assumption: employee only about $60,985 at 4% or $40,657 at 6%; with 50% employer match about $40,657 at 4% or $27,104 at 6%; with 100% employer match about $30,492 at 4% or $20,328 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-9,686$362,981,077$23,627,932$2,439iApproximate average salary by contribution assumption: employee only about $60,985 at 4% or $40,657 at 6%; with 50% employer match about $40,657 at 4% or $27,104 at 6%; with 100% employer match about $30,492 at 4% or $20,328 at 6%.
201319,165$343,799,450$23,420,535$2,555iApproximate average salary by contribution assumption: employee only about $63,886 at 4% or $42,591 at 6%; with 50% employer match about $42,591 at 4% or $28,394 at 6%; with 100% employer match about $31,943 at 4% or $21,295 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-9,165$343,799,450$23,420,535$2,555iApproximate average salary by contribution assumption: employee only about $63,886 at 4% or $42,591 at 6%; with 50% employer match about $42,591 at 4% or $28,394 at 6%; with 100% employer match about $31,943 at 4% or $21,295 at 6%.
201218,877$314,581,095$19,827,179$2,234iApproximate average salary by contribution assumption: employee only about $55,839 at 4% or $37,226 at 6%; with 50% employer match about $37,226 at 4% or $24,817 at 6%; with 100% employer match about $27,919 at 4% or $18,613 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-8,877$314,581,095$19,827,179$2,234iApproximate average salary by contribution assumption: employee only about $55,839 at 4% or $37,226 at 6%; with 50% employer match about $37,226 at 4% or $24,817 at 6%; with 100% employer match about $27,919 at 4% or $18,613 at 6%.
201117,896$288,249,429$19,838,888$2,513iApproximate average salary by contribution assumption: employee only about $62,813 at 4% or $41,875 at 6%; with 50% employer match about $41,875 at 4% or $27,917 at 6%; with 100% employer match about $31,407 at 4% or $20,938 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-7,896$288,249,429$19,838,888$2,513iApproximate average salary by contribution assumption: employee only about $62,813 at 4% or $41,875 at 6%; with 50% employer match about $41,875 at 4% or $27,917 at 6%; with 100% employer match about $31,407 at 4% or $20,938 at 6%.
201017,822$282,382,151$19,522,850$2,496iApproximate average salary by contribution assumption: employee only about $62,397 at 4% or $41,598 at 6%; with 50% employer match about $41,598 at 4% or $27,732 at 6%; with 100% employer match about $31,199 at 4% or $20,799 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-7,822$282,382,151$19,522,850$2,496iApproximate average salary by contribution assumption: employee only about $62,397 at 4% or $41,598 at 6%; with 50% employer match about $41,598 at 4% or $27,732 at 6%; with 100% employer match about $31,199 at 4% or $20,799 at 6%.
200917,977$265,206,303$23,463,638$2,941iApproximate average salary by contribution assumption: employee only about $73,535 at 4% or $49,024 at 6%; with 50% employer match about $49,024 at 4% or $32,682 at 6%; with 100% employer match about $36,768 at 4% or $24,512 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-7,977$265,206,303$23,463,638$2,941iApproximate average salary by contribution assumption: employee only about $73,535 at 4% or $49,024 at 6%; with 50% employer match about $49,024 at 4% or $32,682 at 6%; with 100% employer match about $36,768 at 4% or $24,512 at 6%.
200817,594$241,808,625$27,151,216$3,575iApproximate average salary by contribution assumption: employee only about $89,384 at 4% or $59,589 at 6%; with 50% employer match about $59,589 at 4% or $39,726 at 6%; with 100% employer match about $44,692 at 4% or $29,795 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-7,594$241,808,625$27,151,216$3,575iApproximate average salary by contribution assumption: employee only about $89,384 at 4% or $59,589 at 6%; with 50% employer match about $59,589 at 4% or $39,726 at 6%; with 100% employer match about $44,692 at 4% or $29,795 at 6%.
200717,415$275,006,252$24,397,914$3,290iApproximate average salary by contribution assumption: employee only about $82,259 at 4% or $54,839 at 6%; with 50% employer match about $54,839 at 4% or $36,559 at 6%; with 100% employer match about $41,129 at 4% or $27,420 at 6%.
Brookshires Employee Stock Ownership and 401(K) Plan-7,415$275,006,252$24,397,914$3,290iApproximate average salary by contribution assumption: employee only about $82,259 at 4% or $54,839 at 6%; with 50% employer match about $54,839 at 4% or $36,559 at 6%; with 100% employer match about $41,129 at 4% or $27,420 at 6%.