401(k) · DOL Form 5500 · 2022

The Broad Institute 401(k) Plan

Data updated 2026-08-25

$316M
Total assets Above avg plan size
2,033
Participants Near avg headcount
97th
Percentile by assets National rank
$155,281
Avg per participant Above avg balance/head
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Official DOL plan name: The Broad Institute, Inc. 401(k) Retirement Plan · Sponsored by The Broad Institute · Massachusetts · Professional & Technical Services

$316M in assets, 2,033 participants

The Broad Institute's The Broad Institute, Inc. 401(k) Retirement Plan reported $316M in total assets and 2,033 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #21,083 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

The Broad Institute, Inc. 401(k) Retirement Plan covers 2,033 participants in Massachusetts, 3.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $316M.

#21,083
in Professional & Technical Services (21,562 peers)
-10.7%
assets change YoY
3.2×
vs typical plan assets (national mean)

The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Broad Institute, Inc. 401(k) Retirement Plan's outsized position by total assets

The Broad Institute, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$315,687,118 Top 3% higher than 97% 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 Institute, Inc. 401(k) Retirement 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. The Broad Institute, Inc. 401(k) Retirement Plan lands in the large band (2,033 participants).

Plan-year Form 5500 strip

Filing strip 263428781 · The Broad Institute PY 2022 · 401(k)

The Broad Institute, Inc. 401(k) Retirement Plan · $316M · 2,033 · 97th

  • VS-ST $316M
  • VS-ST 2,033
  • VS-ST 97th
  • VS-ST 401(k)
  • VS-ST near Moore & Van Allen PLLC 401(k) Profit Sharing Plan
  • VS-ST ind #21083

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 Massachusetts →

The Broad Institute, Inc. 401(k) Retirement Plan in the asset neighbourhood

Acco Brands Corporation 401(k) PlanAcco Brands Corporation 401(…$316MThe Broad Institute, Inc. 401(k) Retirement PlanThe Broad Institute, Inc. 40…$316MMoore & Van Allen PLLC 401(k) Profit Sharing PlanMoore & Van Allen PLLC 401(k…$316MThe Pew Charitable Trusts Savings PlanThe Pew Charitable Trusts Sa…$316MAdams Keegan Retirement Savings PlanAdams Keegan Retirement Savi…$315M
End-of-year total assets ($M) among The Broad Institute, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$354M
Net Assets (End of Year)$316M
Net Income-$38M
Employer EIN263428781
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Broad Institute)

Sponsor-wide plan assets over time

All The Broad Institute plans reported in each filing year

Latest sponsor-wide plan assets
$476M 50.760726954971915% vs 2022
2024 filing year
$250M$300M$350M$400M$450M$500M 202220232024 $316M $476M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 2,033 $316M
2023 1 2,130 $404M
2024 1 2,196 $476M

Nearby 401(k) Plans in Massachusetts

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

The Broad Institute, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants The Broad Institute, Inc. 401(k) Retirement Plan, Total assets ($B): 0.315687118 · Participants: 2033The Broad Institute, Inc. 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
The Broad Institute, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Broad Institute, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

The Broad Institute, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Moore & Van Allen PLLC 401(k) Profit Sharing Plan in NC ($316M); by covered participants it is Unifi, Inc. Retirement Savings Plan in NC (2,033 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($316M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,033 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 Institute, Inc. 401(k) Retirement Plan assets move in 2022? ▼
The Broad Institute, Inc. 401(k) Retirement Plan pulled back noticeably - down 10.7% during 2022, from $354M to $316M. Reported net income was -$38M.
How have The Broad Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Broad Institute's sponsor-wide assets grew 50.8%, from $316M to $476M.
Where does The Broad Institute, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Broad Institute, Inc. 401(k) Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Broad Institute, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moore & Van Allen PLLC 401(k) Profit Sharing Plan in NC ($316M, 675 participants).
Which 401(k) plans cover a similar participant headcount to The Broad Institute, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unifi, Inc. Retirement Savings Plan in NC (2,033 participants, $143M 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 263428781.

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.