401(k) · DOL Form 5500 · 2022
Broadstreet Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $213M
- Total assets Near avg plan size
- 2,243
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $94,858
- Avg per participant Below avg balance/head
Official DOL plan name: Broadstreet 401(k) Plan · Sponsored by Broadstreet Partners, Inc. · Ohio · Finance & Insurance
$213M in assets, 2,243 participants
Broadstreet Partners, Inc.'s Broadstreet 401(k) Plan reported $213M in total assets and 2,243 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #8,602 in Finance & Insurance (9,261 peers)
Coverage in Ohio
Broadstreet 401(k) Plan covers 2,243 participants in Ohio, 2.9x the typical Ohio plan (state average ~765 per filing). Assets: $213M.
- #8,602
- in Finance & Insurance (9,261 peers)
- +9.9%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Broadstreet 401(k) Plan's outsized position by total assets
Broadstreet 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$212,766,624 Top 4% higher than 96% 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
Broadstreet 401(k) 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. Broadstreet 401(k) Plan lands in the large band (2,243 participants).
Plan-year Form 5500 strip
Filing strip 310982037 · Broadstreet Partners, Inc. PY 2022 · 401(k)
Broadstreet 401(k) Plan · $213M · 2,243 · 96th
- 5500 $213M
- 5500 2,243
- 5500 96th
- 5500 401(k)
- 5500 near Hikma Pharmaceuticals USA Inc. 401(k) Retirement Plan
- 5500 ind #8602
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 Finance & Insurance retirement plans → · Plans in Ohio →
Broadstreet 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $194M |
|---|---|
| Net Assets (End of Year) | $213M |
| Net Income | -$19M |
| Employer EIN | 310982037 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Broadstreet Partners, Inc.)
Sponsor-wide plan assets over time
All Broadstreet Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $514M 141.40449678799249% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,243 | $213M |
| 2023 | 1 | 2,433 | $296M |
| 2024 | 1 | 3,026 | $514M |
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
Broadstreet 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Hikma Pharmaceuticals USA Inc. 401(k) Retirement Plan in NJ ($213M); by covered participants it is American Education Group Retirement Savings Plan in MI (2,243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($213M here).
- Hikma Pharmaceuticals USA Inc. 401(k) Retirement Plan (NJ) $213M · 1,988
- A Company, LLC Section 401(k) Profit Sharing Plan (CA) $213M · 1
- Advisor Group Inc. Profit Sharing & 401(k) Plan (AZ) $213M · 1,997
- Hachette Book Group, Inc. 401(k) Plan (NY) $213M · 1,291
Similar participant headcount
Nearest other-state filings by covered participants (2,243 participants); asset peers above are excluded.
- American Education Group Retirement Savings Plan (MI) 2,243 · 0 off
- Case Foods, Inc. 401(k) Plan (NC) 2,242 · 1 off
- Watkins Associated Industries, Inc. Employees' Incentive Savings Plan (GA) 2,242 · 1 off
- The Ethan Allen Retirement Savings Plan (CT) 2,241 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.