401(k) · DOL Form 5500 · 2023

The Broad Institute 401(k) Plan

Data updated 2026-08-11

$404M
Total assets
2,130
Participants
97th
Percentile by assets
$189,518
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$404M
total plan assets (2023 EOY)
2,130
covered participants
97th
percentile by assets (of 127,072 plans)
$189,518
avg assets per participant

Where The Broad Institute, Inc. 401(k) Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Massachusetts
Industry
Professional & Technical Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Broad Institute, Inc. 401(k) Retirement Plan reports 2,130 participants - 3.2x that state average ($404M EOY assets).

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)

$250M$300M$350M$400M$450M$500M 202220232024 $316M $476M ▲ +50.8%
Total plan assets by year, all The Broad Institute plans on file
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

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,…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
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) Retirem… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Broad Institute, Inc. 401(k) Retirement Plan by total assets, not by location.

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).

Next read for The Broad Institute, Inc. 401(k) Retirem…

Filing takeaways

Ways to act on The Broad Institute, Inc. 401(k) Retirement Plan's numbers.

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.