401(k) · DOL Form 5500 · 2023

The Broad Institute 401(k) Plan

Data updated 2026-08-25

$404M
Total assets Above avg plan size
2,130
Participants Near avg headcount
97th
Percentile by assets National rank
$189,518
Avg per participant Above avg balance/head
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Official DOL plan name: The Broad Institute, Inc. 401(k) Retirement Plan · Sponsored by The Broad Institute · Massachusetts · Professional & Technical Services

$404M in assets, 2,130 participants

The Broad Institute's The Broad Institute, Inc. 401(k) Retirement Plan reported $404M in total assets and 2,130 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,880 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

The Broad Institute, Inc. 401(k) Retirement Plan covers 2,130 participants in Massachusetts, 3.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $404M.

#19,880
in Professional & Technical Services (20,321 peers)
+27.9%
assets growth YoY
4.1×
vs typical plan assets (national mean)

The Broad Institute, Inc. 401(k) Retirement Plan's outsized position by total assets

The Broad Institute, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$403,672,696 Top 3% higher than 97% 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 Institute, Inc. 401(k) Retirement 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. The Broad Institute, Inc. 401(k) Retirement Plan lands in the large band (2,130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Broad Institute, Inc. 401(k) Retirement Plan reported net income rose from -$38M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • The Broad Institute, Inc. 401(k) Retirement Plan end-of-year assets rose from $316M in the plan year 2022 filing to $404M in the plan year 2023 filing.
  • The Broad Institute, Inc. 401(k) Retirement Plan reported participants rose from 2,033 in the plan year 2022 filing to 2,130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263428781 · The Broad Institute PY 2023 · 401(k)

The Broad Institute, Inc. 401(k) Retirement Plan · $404M · 2,130 · 97th

  • PHOTO $404M
  • PHOTO 2,130
  • PHOTO 97th
  • PHOTO 401(k)
  • PHOTO near Arizona Pipe Trades Defined Contribution Pension Plan
  • PHOTO ind #19880

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 Massachusetts →

The Broad Institute, Inc. 401(k) Retirement Plan in the asset neighbourhood

Dunn 401(k) Retirement Plan$404MArizona Pipe Trades Defined Contribution Pension PlanArizona Pipe Trades Defined …$404MThe Broad Institute, Inc. 401(k) Retirement PlanThe Broad Institute, Inc. 40…$404MKarl Storz Endoscopy-America, Inc. Employee Savings PlanKarl Storz Endoscopy-America…$404MCtca 401(k) Savings and Retirement PlanCtca 401(k) Savings and Reti…$403M
End-of-year total assets ($M) among The Broad Institute, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$316M
Net Assets (End of Year)$404M
Net Income$88M
Employer EIN263428781
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Broad Institute)

Sponsor-wide plan assets over time

All The Broad Institute plans reported in each filing year

Latest sponsor-wide plan assets
$476M 50.760726954971915% vs 2022
2024 filing year
$250M$300M$350M$400M$450M$500M 202220232024 $316M $476M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 2,033 $316M
2023 1 2,130 $404M
2024 1 2,196 $476M

Nearby 401(k) Plans in Massachusetts

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

The Broad Institute, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Broad Institute, Inc. 401(k) Retirement Plan, Total assets ($B): 0.403672696 · Participants: 2130The Broad Institute, Inc. 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The Broad Institute, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Broad Institute, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

The Broad Institute, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Arizona Pipe Trades Defined Contribution Pension Plan in AZ ($404M); by covered participants it is First Merchants Corporation Retirement Income and Savings Plan in IN (2,130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($404M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,130 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 Institute, Inc. 401(k) Retirement Plan assets move in 2023? ▼
The Broad Institute, Inc. 401(k) Retirement Plan grew sharply - up 27.9% during 2023, from $316M to $404M. Reported net income was $88M.
How have The Broad Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Broad Institute's sponsor-wide assets grew 50.8%, from $316M to $476M.
Where does The Broad Institute, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Broad Institute, Inc. 401(k) Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Broad Institute, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arizona Pipe Trades Defined Contribution Pension Plan in AZ ($404M, 5,016 participants).
Which 401(k) plans cover a similar participant headcount to The Broad Institute, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Merchants Corporation Retirement Income and Savings Plan in IN (2,130 participants, $239M 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 263428781.

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.