401(k) · DOL Form 5500 · 2023

The Eli and Edythe Broad Foundation 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
89
Participants Small participant base
80th
Percentile by assets National rank
$356,069
Avg per participant High balance/head
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Official DOL plan name: The Broad Foundations Retirement Savings Plan · Sponsored by The Eli and Edythe Broad Foundation · California · Other Services

$32M in assets, 89 participants

The Eli and Edythe Broad Foundation's The Broad Foundations Retirement Savings Plan reported $32M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,080 in Other Services (7,857 peers)

Where The Broad Foundations Retirement Savings Plan sits by assets

The Broad Foundations Retirement Savings Plan sits in the top quartile of all filed plans by assets, $32M for 89 participants (~$356,069/participant), up 13.6% in 2023.

#7,080
in Other Services (7,857 peers)
+13.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Broad Foundations Retirement Savings Plan's outsized position by total assets

The Broad Foundations Retirement Savings Plan vs every filed plan by assets

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

$31,690,112 Top 20% higher than 80% 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

The Broad Foundations Retirement Savings 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. The Broad Foundations Retirement Savings Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Broad Foundations Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Broad Foundations Retirement Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • The Broad Foundations Retirement Savings Plan reported participants rose from 83 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954686318 · The Eli and Edythe Broad Foundation PY 2023 · 401(k)

The Broad Foundations Retirement Savings Plan · $32M · 89 · 80th

  • TYPE $32M
  • TYPE 89
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near The Morning Consult LLC 401(k)) Profit Sharing Plan
  • TYPE ind #7080

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 Other Services retirement plans → · Plans in California →

The Broad Foundations Retirement Savings Plan in the asset neighbourhood

The Broad Foundations Retirement Savings PlanThe Broad Foundations Retire…$32MThe Morning Consult LLC 401(k)) Profit Sharing PlanThe Morning Consult LLC 401(…$32MPlains Commerce Bank Retirement PlanPlains Commerce Bank Retirem…$32MMaster-Lee Energy Services Corp. 401(k) PlanMaster-Lee Energy Services C…$32MTask Force Tips, LLC 401(k) & Profit Sharing PlanTask Force Tips, LLC 401(k) …$32M
End-of-year total assets ($M) among The Broad Foundations Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN954686318
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Eli and Edythe Broad Foundation)

Sponsor-wide plan assets over time

All The Eli and Edythe Broad Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 67.5456082107415% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $27.9M $9.05M ▼ -67.6%
Year Plans Participants Total Assets
2022 1 83 $28M
2023 1 89 $32M
2024 1 118 $9M

Nearby 401(k) Plans in California

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

The Broad Foundations Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Broad Foundations Retirement Savings Plan, Total assets ($B): 0.031690112 · Participants: 89The Broad Foundations Retirement Savings 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
The Broad Foundations Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Broad Foundations Retirement Savings Plan side-by-side with 3 peers →

The Broad Foundations Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Morning Consult LLC 401(k)) Profit Sharing Plan in DC ($32M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 The Broad Foundations Retirement Savings Plan assets move in 2023? ▼
The Broad Foundations Retirement Savings Plan grew at a solid clip - up 13.6% during 2023, from $28M to $32M. Reported net income was $4M.
How have The Eli and Edythe Broad Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Eli and Edythe Broad Foundation's sponsor-wide assets declined 67.5%, from $28M to $9M.
Where does The Broad Foundations Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Broad Foundations Retirement Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Broad Foundations Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Morning Consult LLC 401(k)) Profit Sharing Plan in DC ($32M, 555 participants).
Which 401(k) plans cover a similar participant headcount to The Broad Foundations Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 participants, N/A 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 954686318.

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.