401(k) · DOL Form 5500 · 2023

Breeden, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 8
Participants Small participant base: 26th
Percentile by assets National rank: $164,319
Avg per participant Above avg balance/head

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Official DOL plan name: Breeden Inc. 401(k) Plan · Sponsored by Breeden, Inc. · Indiana · Real Estate

$1M in assets, 8 participants

Breeden, Inc.'s Breeden Inc. 401(k) Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#2,088 in Real Estate (4,727 peers)

Breeden, Inc. multi-year trail

Breeden, Inc.'s plans moved -29.2% in assets from 2022 to 2023; this filing shows Breeden Inc. 401(k) Plan at $1M / 8 participants.

#2,088
in Real Estate (4,727 peers): -29.2%
assets change YoY

The plan reported a net loss of $543K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Breeden Inc. 401(k) Plan among the smaller filed plans by assets

Breeden Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,314,554 26th percentile higher than 26% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Breeden Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Breeden Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Breeden Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$543K in the plan year 2023 filing.
Breeden Inc. 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Breeden Inc. 401(k) Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 351187087 · Breeden, Inc. PY 2023 · 401(k)

Breeden Inc. 401(k) Plan · $1M · 8 · 26th

BOY $1M
SCH 8
EBSA 26th
PART 401(k)
TYPE near Glen Allen Pediatrics LLC 401(k) Profit Sharing Plan & Trust
NET ind #2088

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 Real Estate retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Breeden Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Breeden, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $1M 29.22528424477947% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$2M
2023	1	8	$1M

Breeden, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$1M
Net Income	-$543K
Employer EIN	351187087
Plan Effective Date	1978-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Breeden Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Breeden Inc. 401(k) Plan side-by-side with 3 peers →

Breeden Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Glen Allen Pediatrics LLC 401(k) Profit Sharing Plan & Trust in VA ($1M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Glen Allen Pediatrics LLC 401(k) Profit Sharing Plan & Trust (VA) $1M · 13
Metro Brick Inc. 401(k) Plan and Trust (MN) $1M · 8
Rhodes Flagging Services, Inc. 401(k) Retirement Plan (MD) $1M · 80
A&d Mortgage LLC (FL) $1M · 156

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

Burke Optometry, Inc. 401(k) Plan (CA) 8 · 0 off
Culshaw & Company LLC Employee Savings Plan (OR) 8 · 0 off
Cei 401(k) Profit Sharing Plan & Trust (GA) 8 · 0 off
Scott J. Maslow, D.M.D., P.a. 401(k) Profit Sharing Plan (NJ) 8 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Breeden Inc. 401(k) Plan assets move in 2023? ▼

Breeden Inc. 401(k) Plan declined sharply - down 29.2% during 2023, from $2M to $1M. Reported net income was -$543K.

How have Breeden, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Breeden, Inc.'s sponsor-wide assets declined 29.2%, from $2M to $1M.

Which 401(k) plans are similar in size to Breeden Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Glen Allen Pediatrics LLC 401(k) Profit Sharing Plan & Trust in VA ($1M, 13 participants).

Which 401(k) plans cover a similar participant headcount to Breeden Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351187087.