401(k) · DOL Form 5500 · 2022
David P. Broome 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $535,410
- Avg per participant High balance/head
Official DOL plan name: David P. Broome 401(k) Plan · Sponsored by David P. Broome · Alabama · Professional & Technical Services
$2M in assets, 3 participants
David P. Broome's David P. Broome 401(k) Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #5,826 in Professional & Technical Services (21,562 peers)
David P. Broome multi-year trail
David P. Broome's plans moved +31.2% in assets from 2022 to 2024; this filing shows David P. Broome 401(k) Plan at $2M / 3 participants.
- #5,826
- in Professional & Technical Services (21,562 peers)
- -9.2%
- assets change YoY
The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
David P. Broome 401(k) Plan among the smaller filed plans by assets
David P. Broome 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,606,230 31st percentile higher than 31% 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
David P. Broome 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David P. Broome 401(k) Plan is a micro filing (3 participants), the leftmost band.
DOL schedule card
Filing strip 631095761 · David P. Broome PY 2022 · 401(k)
David P. Broome 401(k) Plan · $2M · 3 · 31st
- BOY $2M
- SCH 3
- EBSA 31st
- PART 401(k)
- TYPE near Rosewood Family of Companies 401(k) Retirement Plan
- NET ind #5826
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 Alabama →
David P. Broome 401(k) Plan in the asset neighbourhood
David P. Broome multi-year asset trail
Sponsor-wide plan assets over time
All David P. Broome plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 31.152014344147478% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
David P. Broome filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$162K |
| Employer EIN | 631095761 |
| Plan Effective Date | 2007-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
David P. Broome 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Rosewood Family of Companies 401(k) Retirement Plan in NC ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.