401(k) · DOL Form 5500 · 2022
The Broad Institute 401(k) Plan
Data updated 2026-08-11
- $316M
- Total assets
- 2,033
- Participants
- 97th
- Percentile by assets
- $155,281
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $316M
- total plan assets (2022 EOY)
- 2,033
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $155,281
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Broad Institute, Inc. 401(k) Retirement Plan reports 2,033 participants - 3.1x that state average ($316M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $354M |
|---|---|
| Net Assets (End of Year) | $316M |
| Net Income | -$38M |
| Employer EIN | 263428781 |
| Plan Effective Date | 2009-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Broad Institute)
| 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
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Broad Institute, Inc. 401(k) Retirement Plan by total assets, not by location.
- Moore & Van Allen PLLC 401(k) Profit Sharing Plan (NC) $316M · 675
- The Pew Charitable Trusts Savings Plan (PA) $316M · 1,018
- Acco Brands Corporation 401(k) Plan (IL) $316M · 1,815
- Adams Keegan Retirement Savings Plan (TN) $315M · 19,230
Frequently Asked Questions
How did The Broad Institute, Inc. 401(k) Retirement Plan assets move in 2022? ▼
How have The Broad Institute plan assets changed over time? ▼
Where does The Broad Institute, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Broad Institute, Inc. 401(k) Retirement Plan? ▼
Next read for The Broad Institute, Inc. 401(k) Retirem…
Filing takeaways
Ways to act on The Broad Institute, Inc. 401(k) Retirement Plan's numbers.
- By total assets, The Broad Institute, Inc. 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- The Broad Institute's sponsor-wide assets have grown 50.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans