401(k) · DOL Form 5500 · 2022
Brookfield Asset Management LLC 401(k) Plan
Data updated 2026-08-11
- $988M
- Total assets
- 5,467
- Participants
- 99th
- Percentile by assets
- $180,680
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $988M
- total plan assets (2022 EOY)
- 5,467
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $180,680
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Brookfield 401(k) Savings Plan reports 5,467 participants - 7.1x that state average ($988M EOY assets).
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)
| 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.
Brookfield 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Brookfield 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Brookfield 401(k) Savings Plan assets move in 2022? ▼
How have Brookfield Asset Management LLC plan assets changed over time? ▼
Where does Brookfield 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Brookfield 401(k) Savings Plan? ▼
Next read for Brookfield 401(k) Savings Plan
Filing takeaways
Ways to act on Brookfield 401(k) Savings Plan's numbers.
- By total assets, Brookfield 401(k) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Brookfield Asset Management LLC's sponsor-wide assets have grown 24.1% since 2022 across 3 plan years on file. More Real Estate plans