401(k) · DOL Form 5500 · 2023

Broadstone Employee Sub, LLC. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
73
Participants Small participant base
66th
Percentile by assets National rank
$192,473
Avg per participant Above avg balance/head
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Official DOL plan name: Broadstone Net Lease 401(k) Retirement Savings Plan · Sponsored by Broadstone Employee Sub, LLC. · New York · Real Estate

$14M in assets, 73 participants

Broadstone Employee Sub, LLC.'s Broadstone Net Lease 401(k) Retirement Savings Plan reported $14M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,857 in Real Estate (4,727 peers)

Broadstone Employee Sub, LLC. multi-year trail

Broadstone Employee Sub, LLC.'s plans moved +37.6% in assets from 2022 to 2024; this filing shows Broadstone Net Lease 401(k) Retirement Savings Plan at $14M / 73 participants.

#3,857
in Real Estate (4,727 peers)
+30.3%
assets growth YoY

Broadstone Net Lease 401(k) Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Broadstone Net Lease 401(k) Retirement Savings Plan vs every filed plan by assets

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

$14,050,514 Top 34% higher than 66% 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

Broadstone Net Lease 401(k) Retirement Savings 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. Broadstone Net Lease 401(k) Retirement Savings Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Broadstone Net Lease 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Broadstone Net Lease 401(k) Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Broadstone Net Lease 401(k) Retirement Savings Plan reported participants fell from 78 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 843832970 · Broadstone Employee Sub, LLC. PY 2023 · 401(k)

Broadstone Net Lease 401(k) Retirement Savings Plan · $14M · 73 · 66th

  • VS-ST $14M
  • BOY 73
  • SCH 66th
  • EBSA 401(k)
  • PART near Sageview Capital Admin LP 401(k) and Profit Sharing Plan
  • TYPE ind #3857

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 Real Estate retirement plans → · Plans in New York →

Broadstone Net Lease 401(k) Retirement Savings Plan in the asset neighbourhood

Broadstone Net Lease 401(k) Retirement Savings PlanBroadstone Net Lease 401(k) …$14MSageview Capital Admin LP 401(k) and Profit Sharing PlanSageview Capital Admin LP 40…$14MVolta Charging Industries, LLC Retirement TrustVolta Charging Industries, L…$14MCst Group, Cpas, PC 401(k) & Profit Sharing PlanCst Group, Cpas, PC 401(k) &…$14MZenar Corporation Profit Sharing Plan and TrustZenar Corporation Profit Sha…$14M
End-of-year total assets ($M) among Broadstone Net Lease 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Broadstone Employee Sub, LLC. multi-year asset trail

Sponsor-wide plan assets over time

All Broadstone Employee Sub, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 37.57756147843116% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.8M $14.8M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 78 $11M
2023 1 73 $14M
2024 1 74 $15M

Broadstone Employee Sub, LLC. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN843832970
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Broadstone Net Lease 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Broadstone Net Lease 401(k) Retirement Savings Plan, Total assets ($B): 0.014050514 · Participants: 73Broadstone Net Lease 401(k) Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Broadstone Net Lease 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

Broadstone Net Lease 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sageview Capital Admin LP 401(k) and Profit Sharing Plan in CT ($14M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Broadstone Net Lease 401(k) Retirement Savings Plan assets move in 2023?
Broadstone Net Lease 401(k) Retirement Savings Plan surged - up 30.3% during 2023, from $11M to $14M. Reported net income was $3M.
How have Broadstone Employee Sub, LLC. plan assets changed over time?
Across 3 plan years on file (2022-2024), Broadstone Employee Sub, LLC.'s sponsor-wide assets grew 37.6%, from $11M to $15M.
Which 401(k) plans are similar in size to Broadstone Net Lease 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Sageview Capital Admin LP 401(k) and Profit Sharing Plan in CT ($14M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Broadstone Net Lease 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 participants, N/A in assets).