401(k) · DOL Form 5500 · 2023

Brookfield Asset Management LLC 401(k) Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
5,828
Participants Above avg headcount
99th
Percentile by assets National rank
$196,130
Avg per participant Above avg balance/head
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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.

  • #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.

#4,721
in Real Estate (4,727 peers)
+15.7%
assets growth YoY
11×
vs typical plan assets (national mean)

Brookfield 401(k) Savings Plan's outsized position by total assets

Brookfield 401(k) Savings Plan vs every filed plan by assets

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

$1,143,043,460 Top 1% higher than 99% of 127,068 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 2023

Brookfield 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brookfield 401(k) Savings Plan lands in the large band (5,828 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204473811 · Brookfield Asset Management LLC PY 2023 · 401(k)

Brookfield 401(k) Savings Plan · $1.1B · 5,828 · 99th

  • ASSETS $1.1B
  • PCT 5,828
  • EIN 99th
  • RANK 401(k)
  • PHOTO near Pella Corporation 401(k) Savings Plan
  • IND ind #4721

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 Ohio →

Brookfield 401(k) Savings Plan in the asset neighbourhood

Brookfield 401(k) Savings PlanBrookfield 401(k) Savings Pl…$1.1BPella Corporation 401(k) Savings PlanPella Corporation 401(k) Sav…$1.1BHcl America, Inc. 401(k) Plan$1.1BFood Lion 401(k) Plan$1.1BGpi Savings Plan$1.1B
End-of-year total assets ($B) among Brookfield 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$988M
Net Assets (End of Year)$1.1B
Net Income$155M
Employer EIN204473811
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookfield Asset Management LLC)

Sponsor-wide plan assets over time

All Brookfield Asset Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 24.12289228966145% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.99B $1.23B ▲ +24.2%
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 Scatter plot of 6 data points. -50000050000100000150000 0510152025 Total assets ($B) Participants Brookfield 401(k) Savings Plan, Total assets ($B): 1.14304346 · Participants: 5828Brookfield 401(k) Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Brookfield 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Brookfield 401(k) Savings Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Pella Corporation 401(k) Savings Plan in IA ($1.1B); by covered participants it is Endeavor 401(k) Plan in CA (5,826 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,828 participants); asset peers above are excluded.

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 Brookfield 401(k) Savings Plan assets move in 2023? ▼
Brookfield 401(k) Savings Plan grew sharply - up 15.7% during 2023, from $988M to $1.1B. Reported net income was $155M.
How have Brookfield Asset Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookfield Asset Management LLC's sponsor-wide assets grew 24.1%, from $988M to $1.2B.
Where does Brookfield 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Brookfield 401(k) Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Brookfield 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pella Corporation 401(k) Savings Plan in IA ($1.1B, 9,243 participants).
Which 401(k) plans cover a similar participant headcount to Brookfield 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Endeavor 401(k) Plan in CA (5,826 participants, $574M 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 204473811.

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.