401(k) · DOL Form 5500 · 2023

Broadley-James Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
81
Participants Small participant base
42nd
Percentile by assets National rank
$55,659
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Broadley-James Corporation 401(k) Plan · Sponsored by Broadley-James Corporation · California · Manufacturing

$5M in assets, 81 participants

Broadley-James Corporation's Broadley-James Corporation 401(k) Plan reported $5M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,796 in Manufacturing (18,722 peers)

2023 asset change

Broadley-James Corporation 401(k) Plan grew at a solid clip 10.0% in 2023 ($4M → $5M) for 81 participants.

#4,796
in Manufacturing (18,722 peers)
+10.0%
assets growth YoY

Broadley-James Corporation 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Broadley-James Corporation 401(k) Plan vs every filed plan by assets

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

$4,508,374 42nd percentile higher than 42% 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

Broadley-James Corporation 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Broadley-James Corporation 401(k) Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Broadley-James Corporation 401(k) Plan reported net income rose from -$699K in the plan year 2022 filing to $409K in the plan year 2023 filing.
  • Broadley-James Corporation 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Broadley-James Corporation 401(k) Plan reported participants rose from 78 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941651529 · Broadley-James Corporation PY 2023 · 401(k)

Broadley-James Corporation 401(k) Plan · $5M · 81 · 42nd

  • BOOK $5M
  • BOOK 81
  • BOOK 42nd
  • BOOK 401(k)
  • BOOK near Blueground US, Inc. 401(k) Plan
  • BOOK ind #4796

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 Manufacturing retirement plans → · Plans in California →

Broadley-James Corporation 401(k) Plan in the asset neighbourhood

Broadley-James Corporation 401(k) PlanBroadley-James Corporation 4…$5MBlueground US, Inc. 401(k) PlanBlueground US, Inc. 401(k) P…$5MChilewich Sultan LLC 401(k) Profit Sharing Plan & TrustChilewich Sultan LLC 401(k) …$5MMitsubishi Turbocharger and Engine America, Inc. Savings and Retirement PlanMitsubishi Turbocharger and …$5MGregory J. Plancich, D.D.S., Inc., P.S. 401(k) PlanGregory J. Plancich, D.D.S.,…$5M
End-of-year total assets ($M) among Broadley-James Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Broadley-James Corporation years around the 2023 move

Sponsor-wide plan assets over time

All Broadley-James Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 2.3384924170056562% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M 202220232024 $4.1M $4.2M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 78 $4M
2023 1 81 $5M
2024 1 76 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$409K
Employer EIN941651529
Plan Effective Date2006-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Broadley-James Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Broadley-James Corporation 401(k) Plan, Total assets ($B): 0.004508374 · Participants: 81Broadley-James Corporation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Broadley-James Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Broadley-James Corporation 401(k) Plan side-by-side with 3 peers →

Broadley-James Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Blueground US, Inc. 401(k) Plan in NY ($5M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Broadley-James Corporation 401(k) Plan assets move in 2023? ▼
Broadley-James Corporation 401(k) Plan grew at a solid clip - up 10.0% during 2023, from $4M to $5M. Reported net income was $409K.
How have Broadley-James Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broadley-James Corporation's sponsor-wide assets grew 2.3%, from $4M to $4M.
Which 401(k) plans are similar in size to Broadley-James Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blueground US, Inc. 401(k) Plan in NY ($5M, 388 participants).
Which 401(k) plans cover a similar participant headcount to Broadley-James Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants, $5M 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 941651529.

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.