401(k) · DOL Form 5500 · 2022
Broadridge Financial Solutions, Inc. 401(k) Plan
Data updated 2026-08-06
- $1.4B
- Total assets
- 7,209
- Participants
- 99th
- Percentile by assets
- $199,850
- Avg per participant
Official DOL plan name: Broadridge Financial Solutions, Inc. Retirement Savings Plan · Sponsored by Broadridge Financial Solutions, Inc. · New Jersey · Professional & Technical Services
$1.4B in assets, 7,209 participants
Broadridge Financial Solutions, Inc.'s Broadridge Financial Solutions, Inc. Retirement Savings Plan reported $1.4B in total assets and 7,209 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 139,258 plans)
- #21,473 in Professional & Technical Services (21,577 peers)
Coverage in New Jersey
Broadridge Financial Solutions, Inc. Retirement Savings Plan covers 7,209 participants in New Jersey, 8.3x the typical New Jersey plan (state average ~865 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2022 EOY)
- 7,209
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $199,850
- avg assets per participant
The plan reported a net loss of $255M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Broadridge Financial Solutions, Inc. Retirement Savings Plan reports 7,209 participants - 8.3x that state average ($1.4B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | -$255M |
| Employer EIN | 331151291 |
| Plan Effective Date | 2007-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Broadridge Financial Solutions, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,209 | $1.4B |
| 2023 | 1 | 7,085 | $1.7B |
| 2024 | 1 | 6,935 | $1.9B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Broadridge Financial Solutions, Inc. Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Scale composition for Broadridge Financial Solutions, Inc. Retirement Savings Plan
Broadridge Financial Solutions, Inc. Retirement Savings Plan reports $1.4B in end-of-year assets across 7,209 participants (0.012% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.008% of 89,805,449 covered participants) - about $199,850 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2022 was -$255M.
This plan identity (EIN 331151291, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.9B (+32.9%) while covered participants moved from 7,209 to 6,935 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,209 | $1.4B | This page |
| 2023 | 7,085 | $1.7B | Open filing |
| 2024 · index core | 6,935 | $1.9B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Broadridge Financial Solutions, Inc. Retirement Savings Plan (401(k), $1.9B, 6,935 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Broadridge Financial Solutions, Inc. Retirement Savings Plan by total assets, not by location.
- Keurig Dr Pepper 401(k) Plan (TX) $1.4B · 20,642
- Workday, Inc. 401(k) Plan (CA) $1.4B · 11,219
- Wl Gore & Associates, Inc. 401(k) Plan (DE) $1.4B · 7,952
- Performance Food Group Employee Savings Plan (VA) $1.4B · 23,511
Frequently Asked Questions
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Filing takeaways
Ways to act on Broadridge Financial Solutions, Inc. Retirement Savings Plan's numbers.
- By total assets, Broadridge Financial Solutions, Inc. Retirement 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 New Jersey. Compare plans
- Broadridge Financial Solutions, Inc.'s sponsor-wide assets have grown 32.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans