401(k) · DOL Form 5500 · 2023
Brookfield Asset Management LLC 401(k) Plan
Data updated 2026-08-11
- $1.1B
- Total assets
- 5,828
- Participants
- 99th
- Percentile by assets
- $196,130
- Avg per participant
Official DOL plan name: Brookfield 401(k) Savings Plan · Sponsored by Brookfield Asset Management LLC · Ohio · Real Estate
$1.1B in assets, 5,828 participants
Brookfield Asset Management LLC's Brookfield 401(k) Savings Plan reported $1.1B in total assets and 5,828 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #4,721 in Real Estate (4,727 peers)
Coverage in Ohio
Brookfield 401(k) Savings Plan covers 5,828 participants in Ohio, 7.6x the typical Ohio plan (state average ~765 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2023 EOY)
- 5,828
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $196,130
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brookfield 401(k) Savings Plan reported net income rose from -$195M in the plan year 2022 filing to $155M in the plan year 2023 filing.
- Brookfield 401(k) Savings Plan end-of-year assets rose from $988M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- Brookfield 401(k) Savings Plan reported participants rose from 5,467 in the plan year 2022 filing to 5,828 in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Brookfield 401(k) Savings Plan reports 5,828 participants - 7.6x that state average ($1.1B EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $988M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $155M |
| Employer EIN | 204473811 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brookfield Asset Management LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,467 | $988M |
| 2023 | 1 | 5,828 | $1.1B |
| 2024 | 1 | 5,143 | $1.2B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Brookfield 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Scale composition for Brookfield 401(k) Savings Plan
Brookfield 401(k) Savings Plan reports $1.1B in end-of-year assets across 5,828 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $196,130 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2023 was $155M.
This plan identity (EIN 204473811, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $988M to $1.2B (+24.1%) while covered participants moved from 5,467 to 5,143 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,467 | $988M | Open filing |
| 2023 | 5,828 | $1.1B | This page |
| 2024 · index core | 5,143 | $1.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Brookfield 401(k) Savings Plan (401(k), $1.2B, 5,143 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Brookfield 401(k) Savings Plan by total assets, not by location.
- Pella Corporation 401(k) Savings Plan (IA) $1.1B · 9,243
- Hcl America, Inc. 401(k) Plan (CA) $1.1B · 21,117
- Food Lion 401(k) Plan (NC) $1.1B · 83,522
- Gpi Savings Plan (GA) $1.1B · 8,364
Frequently Asked Questions
How did Brookfield 401(k) Savings Plan assets move in 2023? ▼
How have Brookfield Asset Management LLC plan assets changed over time? ▼
Where does Brookfield 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Brookfield 401(k) Savings Plan? ▼
Next read for Brookfield 401(k) Savings Plan
Filing takeaways
Ways to act on Brookfield 401(k) Savings Plan's numbers.
- By total assets, Brookfield 401(k) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Brookfield Asset Management LLC's sponsor-wide assets have grown 24.1% since 2022 across 3 plan years on file. More Real Estate plans