401(k) · DOL Form 5500 · 2023

Broadoak Capital Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
11
Participants Small participant base
57th
Percentile by assets National rank
$857,586
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Broadoak Capital Partners, LLC Profit Sharing Plan · Sponsored by Broadoak Capital Partners, Inc. · Maryland · Finance & Insurance

$9M in assets, 11 participants

Broadoak Capital Partners, Inc.'s Broadoak Capital Partners, LLC Profit Sharing Plan reported $9M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,726 in Finance & Insurance (8,869 peers)

Broadoak Capital Partners, Inc. multi-year trail

Broadoak Capital Partners, Inc.'s plans moved +33.1% in assets from 2022 to 2024; this filing shows Broadoak Capital Partners, LLC Profit Sharing Plan at $9M / 11 participants.

#3,726
in Finance & Insurance (8,869 peers)
+14.1%
assets growth YoY

Broadoak Capital Partners, LLC Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Broadoak Capital Partners, LLC Profit Sharing Plan vs every filed plan by assets

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

$9,433,450 Top 43% higher than 57% 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

Broadoak Capital Partners, LLC Profit Sharing 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. Broadoak Capital Partners, LLC Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Broadoak Capital Partners, LLC Profit Sharing Plan reported net income rose from $468K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Broadoak Capital Partners, LLC Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Broadoak Capital Partners, LLC Profit Sharing Plan reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364727862 · Broadoak Capital Partners, Inc. PY 2023 · 401(k)

Broadoak Capital Partners, LLC Profit Sharing Plan · $9M · 11 · 57th

  • IND $9M
  • EOY 11
  • 5500 57th
  • ASSETS 401(k)
  • PCT near Teall Capital Partners LLC 401(k) Profit Sharing Plan
  • EIN ind #3726

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 Finance & Insurance retirement plans → · Plans in Maryland →

Broadoak Capital Partners, LLC Profit Sharing Plan in the asset neighbourhood

Broadoak Capital Partners, LLC Profit Sharing PlanBroadoak Capital Partners, L…$9MTeall Capital Partners LLC 401(k) Profit Sharing PlanTeall Capital Partners LLC 4…$9MAgri-King, Inc. 401(k) Plan$9MForest Resource Consultants Inc. 401(k) and Profit Sharing PlanForest Resource Consultants …$9MHoly Family Institute Retirement PlanHoly Family Institute Retire…$9M
End-of-year total assets ($M) among Broadoak Capital Partners, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Broadoak Capital Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Broadoak Capital Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.077821615117934% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.27M $11M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 10 $8M
2023 1 11 $9M
2024 1 11 $11M

Broadoak Capital Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN364727862
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Broadoak Capital Partners, LLC Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Broadoak Capital Partners, LLC Profit Sharing Plan, Total assets ($B): 0.00943345 · Participants: 11Broadoak Capital Partners, LLC Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Broadoak Capital Partners, LLC Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Broadoak Capital Partners, LLC Profit Sharing Plan side-by-side with 3 peers →

Broadoak Capital Partners, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Teall Capital Partners LLC 401(k) Profit Sharing Plan in NC ($9M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Broadoak Capital Partners, LLC Profit Sharing Plan assets move in 2023? ▼
Broadoak Capital Partners, LLC Profit Sharing Plan grew at a solid clip - up 14.1% during 2023, from $8M to $9M. Reported net income was $1M.
How have Broadoak Capital Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broadoak Capital Partners, Inc.'s sponsor-wide assets grew 33.1%, from $8M to $11M.
Which 401(k) plans are similar in size to Broadoak Capital Partners, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teall Capital Partners LLC 401(k) Profit Sharing Plan in NC ($9M, 484 participants).
Which 401(k) plans cover a similar participant headcount to Broadoak Capital Partners, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 364727862.

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.