401(k) · DOL Form 5500 · 2022
Broadridge Financial Solutions, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 7,209
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $199,850
- Avg per participant Above avg balance/head
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.
- #21,458 in Professional & Technical Services (21,562 peers)
Coverage in New Jersey
Broadridge Financial Solutions, Inc. Retirement Savings Plan covers 7,209 participants in New Jersey, 8.5x the typical New Jersey plan (state average ~844 per filing). Assets: $1.4B.
- #21,458
- in Professional & Technical Services (21,562 peers)
- -15.0%
- assets change YoY
- 14×
- vs typical plan assets (national mean)
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.
Broadridge Financial Solutions, Inc. Retirement Savings Plan's outsized position by total assets
Broadridge Financial Solutions, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,440,719,972 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
Broadridge Financial Solutions, Inc. Retirement 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. Broadridge Financial Solutions, Inc. Retirement Savings Plan lands in the large band (7,209 participants).
EBSA filing schedule strip
Filing strip 331151291 · Broadridge Financial Solutions, Inc. PY 2022 · 401(k)
Broadridge Financial Solutions, Inc. Retirement Savings Plan · $1.4B · 7,209 · 99th
- 5500 $1.4B
- ASSETS 7,209
- PCT 99th
- EIN 401(k)
- RANK near Keurig Dr Pepper 401(k) Plan
- PHOTO ind #21458
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
Broadridge Financial Solutions, Inc. Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Broadridge Financial Solutions, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.9B 32.93864735846114% vs 2022
- 2024 filing year
| 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.
- 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 $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $199,850 per participant (1.4x 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)
Broadridge Financial Solutions, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Keurig Dr Pepper 401(k) Plan in TX ($1.4B); by covered participants it is Block 401(k) Plan in CA (7,210 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,209 participants); asset peers above are excluded.
- Block 401(k) Plan (CA) 7,210 · 1 off
- Palo Alto Networks, Inc. 401(k) Plan (CA) 7,196 · 13 off
- Radiology Partners, Inc. 401(k) Profit Sharing Plan (CA) 7,232 · 23 off
- Bodega Latina 401(k) Retirement and Savings Plan (CA) 7,185 · 24 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.