401(k) · DOL Form 5500 · 2023
Broadridge Financial Solutions, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.7B
- Total assets
- 7,085
- Participants
- 99th
- Percentile by assets
- $242,059
- Avg per participant
Official DOL plan name: Broadridge Financial Solutions, Inc. Retirement Savings Plan · Sponsored by Broadridge Financial Solutions, Inc. · New Jersey · Professional & Technical Services
$1.7B in assets, 7,085 participants
Broadridge Financial Solutions, Inc.'s Broadridge Financial Solutions, Inc. Retirement Savings Plan reported $1.7B in total assets and 7,085 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)
- #20,220 in Professional & Technical Services (20,321 peers)
Coverage in New Jersey
Broadridge Financial Solutions, Inc. Retirement Savings Plan covers 7,085 participants in New Jersey, 8.4x the typical New Jersey plan (state average ~844 per filing). Assets: $1.7B.
- $1.7B
- total plan assets (2023 EOY)
- 7,085
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $242,059
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Broadridge Financial Solutions, Inc. Retirement Savings Plan reported net income rose from -$255M in the plan year 2022 filing to $275M in the plan year 2023 filing.
- Broadridge Financial Solutions, Inc. Retirement Savings Plan end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.7B in the plan year 2023 filing.
- Broadridge Financial Solutions, Inc. Retirement Savings Plan reported participants fell from 7,209 in the plan year 2022 filing to 7,085 in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Broadridge Financial Solutions, Inc. Retirement Savings Plan reports 7,085 participants - 8.4x that state average ($1.7B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | $275M |
| Employer EIN | 331151291 |
| Plan Effective Date | 2007-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Broadridge Financial Solutions, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,209 | $1.4B |
| 2023 | 1 | 7,085 | $1.7B |
| 2024 | 1 | 6,935 | $1.9B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Broadridge Financial Solutions, Inc. Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Scale composition for Broadridge Financial Solutions, Inc. Retirement Savings Plan
Broadridge Financial Solutions, Inc. Retirement Savings Plan reports $1.7B in end-of-year assets across 7,085 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $242,059 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2023 was $275M.
This plan identity (EIN 331151291, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.9B (+32.9%) while covered participants moved from 7,209 to 6,935 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,209 | $1.4B | Open filing |
| 2023 | 7,085 | $1.7B | This page |
| 2024 · index core | 6,935 | $1.9B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Broadridge Financial Solutions, Inc. Retirement Savings Plan (401(k), $1.9B, 6,935 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Broadridge Financial Solutions, Inc. Retirement Savings Plan by total assets, not by location.
- Dover Corporation Retirement Savings Plan (IL) $1.7B · 13,212
- Marshfield Clinic Salary Reduction Plan (WI) $1.7B · 11,787
- Wesco Distribution, Inc. Retirement Savings Plan (PA) $1.7B · 13,895
- Altice USA 401(k) Savings Plan (NY) $1.7B · 9,983
Frequently Asked Questions
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Filing takeaways
Ways to act on Broadridge Financial Solutions, Inc. Retirement Savings Plan's numbers.
- By total assets, Broadridge Financial Solutions, Inc. Retirement 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 New Jersey. Compare plans
- Broadridge Financial Solutions, Inc.'s sponsor-wide assets have grown 32.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans