401(k) · DOL Form 5500 · 2023

Broadridge Financial Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$1.7B
Total assets Very large vs avg
7,085
Participants Above avg headcount
99th
Percentile by assets National rank
$242,059
Avg per participant Above avg balance/head
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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.

  • #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.

#20,220
in Professional & Technical Services (20,321 peers)
+19.0%
assets growth YoY
17×
vs typical plan assets (national mean)

Broadridge Financial Solutions, Inc. Retirement Savings Plan's outsized position by total assets

Broadridge Financial Solutions, Inc. Retirement Savings Plan vs every filed plan by assets

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

$1,714,986,226 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

Broadridge Financial Solutions, Inc. Retirement 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. Broadridge Financial Solutions, Inc. Retirement Savings Plan lands in the large band (7,085 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 331151291 · Broadridge Financial Solutions, Inc. PY 2023 · 401(k)

Broadridge Financial Solutions, Inc. Retirement Savings Plan · $1.7B · 7,085 · 99th

  • EBSA $1.7B
  • EBSA 7,085
  • EBSA 99th
  • EBSA 401(k)
  • EBSA near Dover Corporation Retirement Savings Plan
  • EBSA ind #20220

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Broadridge Financial Solutions, Inc. Retirement Savings Plan in the asset neighbourhood

Wesco Distribution, Inc. Retirement Savings PlanWesco Distribution, Inc. Ret…$1.7BBroadridge Financial Solutions, Inc. Retirement Savings PlanBroadridge Financial Solutio…$1.7BDover Corporation Retirement Savings PlanDover Corporation Retirement…$1.7BMarshfield Clinic Salary Reduction PlanMarshfield Clinic Salary Red…$1.7BAltice USA 401(k) Savings PlanAltice USA 401(k) Savings Pl…$1.7B
End-of-year total assets ($B) among Broadridge Financial Solutions, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.7B
Net Income$275M
Employer EIN331151291
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broadridge Financial Solutions, Inc.)

Sponsor-wide plan assets over time

All Broadridge Financial Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.9B 32.93864735846114% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.44B $1.92B ▲ +33.3%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Broadridge Financial Solutions, Inc. Retirement Savings Plan, Total assets ($B): 1.714986226 · Participants: 7085Broadridge Financial Solutions, Inc. Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Broadridge Financial Solutions, Inc. Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Broadridge Financial Solutions, Inc. Retirement Savings Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Dover Corporation Retirement Savings Plan in IL ($1.7B); by covered participants it is Bread Financial 401(k) Plan in OH (7,094 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (7,085 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 Broadridge Financial Solutions, Inc. Retirement Savings Plan assets move in 2023? ▼
Broadridge Financial Solutions, Inc. Retirement Savings Plan grew sharply - up 19.0% during 2023, from $1.4B to $1.7B. Reported net income was $275M.
How have Broadridge Financial Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broadridge Financial Solutions, Inc.'s sponsor-wide assets grew 32.9%, from $1.4B to $1.9B.
Where does Broadridge Financial Solutions, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Broadridge Financial Solutions, Inc. Retirement 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 Broadridge Financial Solutions, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dover Corporation Retirement Savings Plan in IL ($1.7B, 13,212 participants).
Which 401(k) plans cover a similar participant headcount to Broadridge Financial Solutions, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bread Financial 401(k) Plan in OH (7,094 participants, $824M 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 331151291.

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.