401(k) · DOL Form 5500 · 2022

The Eli and Edythe Broad Foundation 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
83
Participants Small participant base
82nd
Percentile by assets National rank
$336,110
Avg per participant High balance/head
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Official DOL plan name: The Broad Foundations Retirement Savings Plan · Sponsored by The Eli and Edythe Broad Foundation · California · Other Services

$28M in assets, 83 participants

The Eli and Edythe Broad Foundation's The Broad Foundations Retirement Savings Plan reported $28M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,636 in Other Services (8,398 peers)

Where The Broad Foundations Retirement Savings Plan sits by assets

The Broad Foundations Retirement Savings Plan sits in the top quartile of all filed plans by assets, $28M for 83 participants (~$336,110/participant), down 18.4% in 2022.

#7,636
in Other Services (8,398 peers)
-18.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Broad Foundations Retirement Savings Plan's outsized position by total assets

The Broad Foundations Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$27,897,115 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Broad Foundations Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Broad Foundations Retirement Savings Plan is a small filing (83 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 954686318 · The Eli and Edythe Broad Foundation PY 2022 · 401(k)

The Broad Foundations Retirement Savings Plan · $28M · 83 · 82nd

  • EIN $28M
  • RANK 83
  • PHOTO 82nd
  • IND 401(k)
  • EOY near Golden Pass Lng Terminal LLC 401(k) Plan
  • 5500 ind #7636

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 Other Services retirement plans → · Plans in California →

The Broad Foundations Retirement Savings Plan in the asset neighbourhood

Miba Industrial Bearings 401(k) PlanMiba Industrial Bearings 401…$28MThe Broad Foundations Retirement Savings PlanThe Broad Foundations Retire…$28MGolden Pass Lng Terminal LLC 401(k) PlanGolden Pass Lng Terminal LLC…$28MG&c Foods/Palmer Food Service - 401(k) Retirement PlanG&c Foods/Palmer Food Servic…$28MC.G. Schmidt, Inc. Defined Contribution PlanC.G. Schmidt, Inc. Defined C…$28M
End-of-year total assets ($M) among The Broad Foundations Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$28M
Net Income-$6M
Employer EIN954686318
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Eli and Edythe Broad Foundation)

Sponsor-wide plan assets over time

All The Eli and Edythe Broad Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 67.5456082107415% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $27.9M $9.05M ▼ -67.6%
Year Plans Participants Total Assets
2022 1 83 $28M
2023 1 89 $32M
2024 1 118 $9M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Broad Foundations Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Broad Foundations Retirement Savings Plan, Total assets ($B): 0.027897115 · Participants: 83The Broad Foundations Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Broad Foundations Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Broad Foundations Retirement Savings Plan side-by-side with 3 peers →

The Broad Foundations Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Golden Pass Lng Terminal LLC 401(k) Plan in TX ($28M); by covered participants it is Hmr Weight Management Services Corp. 401(k) Plan in MA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Broad Foundations Retirement Savings Plan assets move in 2022? ▼
The Broad Foundations Retirement Savings Plan declined sharply - down 18.4% during 2022, from $34M to $28M. Reported net income was -$6M.
How have The Eli and Edythe Broad Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Eli and Edythe Broad Foundation's sponsor-wide assets declined 67.5%, from $28M to $9M.
Where does The Broad Foundations Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Broad Foundations Retirement Savings Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Broad Foundations Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Pass Lng Terminal LLC 401(k) Plan in TX ($28M, 140 participants).
Which 401(k) plans cover a similar participant headcount to The Broad Foundations Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hmr Weight Management Services Corp. 401(k) Plan in MA (83 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954686318.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.