The Broad Institute, Inc. 401(k) Retirement Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Broad Institute · Massachusetts · Professional & Technical Services

What the 2023 filing shows

The Broad Institute, Inc. 401(k) Retirement Plan holds $316M for 2,033 participants — about $155,281 per participant, down 10.7% over the 2022 plan year.

$316M
total plan assets (2022 EOY): 2,033
covered participants: $155,281
avg assets per participant: -10.7%
assets change YoY

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.

Total Assets (2023)

$316M

Participants

2,033

State

Massachusetts

Industry

Professional & Technical Services

What the Filing Says About The Broad Institute, Inc. 401(k) Retirement Plan

The Broad Institute, Inc. 401(k) Retirement Plan is a 401(k) retirement plan sponsored by The Broad Institute, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $316M in total end-of-year assets and covers 2,033 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 263428781, and the plan has been effective since 2009-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $354M at the beginning of 2022 to $316M at year-end — a decline of 10.7%. Net assets (after liabilities) closed the year at $316M, with reported net income of $-37,990,051 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$354M
Total Assets (End of Year)	$316M
Net Assets (End of Year)	$316M
Net Income	$-37,990,051
Plan Type	401(k)
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

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Related Data

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Frequently Asked Questions

How much money is in the The Broad Institute, Inc. 401(k) Retirement Plan? ▼

As of the 2022 Form 5500 filing, The Broad Institute, Inc. 401(k) Retirement Plan holds $316M in total assets with 2,033 participants. It is sponsored by The Broad Institute.

What type of plan is The Broad Institute, Inc. 401(k) Retirement Plan? ▼

The Broad Institute, Inc. 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2009-07-01. The plan is filed with the U.S. Department of Labor under EIN 263428781.

Who sponsors the The Broad Institute, Inc. 401(k) Retirement Plan? ▼

The Broad Institute, Inc. 401(k) Retirement Plan is sponsored by The Broad Institute, located in Massachusetts. The sponsor's EIN is 263428781 and the plan operates in the Professional & Technical Services industry.

How did The Broad Institute, Inc. 401(k) Retirement Plan perform in 2022? ▼

The Broad Institute, Inc. 401(k) Retirement Plan declined by 10.7% during 2022, moving from $354M to $316M in total assets. Net income was $-37,990,051.

Where can I find official filings for The Broad Institute, Inc. 401(k) Retirement Plan? ▼

Official Form 5500 filings for The Broad Institute, Inc. 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 263428781 or plan name at efast.dol.gov.

How does The Broad Institute, Inc. 401(k) Retirement Plan compare to other plans? ▼

You can compare The Broad Institute, Inc. 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.