401(k) · DOL Form 5500 · 2022
Brookfield Asset Management LLC 401(k) Plan
Data updated 2026-08-25
- $988M
- Total assets Above avg plan size
- 5,467
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $180,680
- Avg per participant Above avg balance/head
Official DOL plan name: Brookfield 401(k) Savings Plan · Sponsored by Brookfield Asset Management LLC · Ohio · Real Estate
$988M in assets, 5,467 participants
Brookfield Asset Management LLC's Brookfield 401(k) Savings Plan reported $988M in total assets and 5,467 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,050 in Real Estate (5,057 peers)
Coverage in Ohio
Brookfield 401(k) Savings Plan covers 5,467 participants in Ohio, 7.1x the typical Ohio plan (state average ~765 per filing). Assets: $988M.
- #5,050
- in Real Estate (5,057 peers)
- -16.5%
- assets change YoY
- 9.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $195M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brookfield 401(k) Savings Plan's outsized position by total assets
Brookfield 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$987,776,860 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Brookfield 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brookfield 401(k) Savings Plan lands in the large band (5,467 participants).
Plan-year Form 5500 strip
Filing strip 204473811 · Brookfield Asset Management LLC PY 2022 · 401(k)
Brookfield 401(k) Savings Plan · $988M · 5,467 · 99th
- 5500 $988M
- ASSETS 5,467
- PCT 99th
- EIN 401(k)
- RANK near Leonardo Drs, Inc. 401(k) Plan
- PHOTO ind #5050
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Ohio →
Brookfield 401(k) Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $988M |
| Net Income | -$195M |
| Employer EIN | 204473811 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brookfield Asset Management LLC)
Sponsor-wide plan assets over time
All Brookfield Asset Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 24.12289228966145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,467 | $988M |
| 2023 | 1 | 5,828 | $1.1B |
| 2024 | 1 | 5,143 | $1.2B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Scale composition for Brookfield 401(k) Savings Plan
Brookfield 401(k) Savings Plan reports $988M in end-of-year assets across 5,467 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $180,680 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2022 was -$195M.
This plan identity (EIN 204473811, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $988M to $1.2B (+24.1%) while covered participants moved from 5,467 to 5,143 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,467 | $988M | This page |
| 2023 | 5,828 | $1.1B | Open filing |
| 2024 · index core | 5,143 | $1.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Brookfield 401(k) Savings Plan (401(k), $1.2B, 5,143 participants)
Brookfield 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Leonardo Drs, Inc. 401(k) Plan in VA ($987M); by covered participants it is Sun Mar Healthcare 401(k) Plan in CA (5,463 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($988M here).
- Leonardo Drs, Inc. 401(k) Plan (VA) $987M · 6,315
- Flowserve Corporation Retirement Savings Plan (TX) $989M · 4,273
- Baystate Health, Inc Retirement Plan (MA) $987M · 13,128
- Dst Systems, Inc. 401(k) Profit Sharing Plan (CT) $987M · 3,520
Similar participant headcount
Nearest other-state filings by covered participants (5,467 participants); asset peers above are excluded.
- Sun Mar Healthcare 401(k) Plan (CA) 5,463 · 4 off
- 24 Hour Fitness Savings and Investment Plan (CA) 5,461 · 6 off
- Iso 401(k) Savings and Employee Stock Ownership Plan (NJ) 5,476 · 9 off
- Nfp Corp. 401(k) Plan (NY) 5,476 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.