401(k) · DOL Form 5500 · 2022

Broe Management Company, LLC D/B/a/ the Broe Group 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
659
Participants Below avg headcount
85th
Percentile by assets National rank
$54,309
Avg per participant Low balance/head
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Official DOL plan name: The Broe Group 401(k) Retirement Savings Plan · Sponsored by Broe Management Company, LLC D/B/a/ the Broe Group · Colorado · Transportation & Warehousing

$36M in assets, 659 participants

Broe Management Company, LLC D/B/a/ the Broe Group's The Broe Group 401(k) Retirement Savings Plan reported $36M in total assets and 659 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #3,267 in Transportation & Warehousing (3,876 peers)

Where The Broe Group 401(k) Retirement Savings Plan sits by assets

The Broe Group 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $36M for 659 participants (~$54,309/participant), down 13.7% in 2022.

#3,267
in Transportation & Warehousing (3,876 peers)
-13.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Broe Group 401(k) Retirement Savings Plan's outsized position by total assets

The Broe Group 401(k) Retirement Savings Plan vs every filed plan by assets

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

$35,789,619 Top 15% higher than 85% 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 Broe Group 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Broe Group 401(k) Retirement Savings Plan sits mid-pack in the medium band (659 participants).

DOL schedule card

Filing strip 841568327 · Broe Management Company, LLC D/B/a/ the Broe Group PY 2022 · 401(k)

The Broe Group 401(k) Retirement Savings Plan · $36M · 659 · 85th

  • PART $36M
  • PART 659
  • PART 85th
  • PART 401(k)
  • PART near Zippy's 401(k) Profit Sharing Plan
  • PART ind #3267

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 Transportation & Warehousing retirement plans → · Plans in Colorado →

The Broe Group 401(k) Retirement Savings Plan in the asset neighbourhood

White-Wilson Medical Center Profit Sharing & 401(k) Plan &trWhite-Wilson Medical Center …$36MThe Broe Group 401(k) Retirement Savings PlanThe Broe Group 401(k) Retire…$36MZippy's 401(k) Profit Sharing PlanZippy's 401(k) Profit Sharin…$36MNephrology Associates of Central Florida, P.a. 401(k) Profit Sharing PlanNephrology Associates of Cen…$36MNational Savings Plan$36M
End-of-year total assets ($M) among The Broe Group 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$36M
Net Income-$6M
Employer EIN841568327
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broe Management Company, LLC D/B/a/ the Broe Group)

Sponsor-wide plan assets over time

All Broe Management Company, LLC D/B/a/ the Broe Group plans reported in each filing year

Latest sponsor-wide plan assets
$50M 40.57009659700485% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.8M $50.3M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 659 $36M
2023 1 535 $43M
2024 1 551 $50M

Nearby 401(k) Plans in Colorado

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

The Broe Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -10123 Total assets ($B) Participants The Broe Group 401(k) Retirement Savings Plan, Total assets ($B): 0.035789619 · Participants: 659The Broe Group 401(k) Retirement Savings PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
The Broe Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare The Broe Group 401(k) Retirement Savings Plan side-by-side with 3 peers →

The Broe Group 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Zippy's 401(k) Profit Sharing Plan in HI ($36M); by covered participants it is Hom Furniture, Inc. Profit Sharing/ 401(k) Plan in MN (659 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (659 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 Broe Group 401(k) Retirement Savings Plan assets move in 2022? ▼
The Broe Group 401(k) Retirement Savings Plan pulled back noticeably - down 13.7% during 2022, from $41M to $36M. Reported net income was -$6M.
How have Broe Management Company, LLC D/B/a/ the Broe Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broe Management Company, LLC D/B/a/ the Broe Group's sponsor-wide assets grew 40.6%, from $36M to $50M.
Where does The Broe Group 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Broe Group 401(k) Retirement Savings Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Broe Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zippy's 401(k) Profit Sharing Plan in HI ($36M, 1,015 participants).
Which 401(k) plans cover a similar participant headcount to The Broe Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hom Furniture, Inc. Profit Sharing/ 401(k) Plan in MN (659 participants, $57M 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 841568327.

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.