401(k) · DOL Form 5500 · 2023

Brookfield Power US Holding America Co. 401(k) Plan

Data updated 2026-08-25

$229M
Total assets Near avg plan size
830
Participants Near avg headcount
95th
Percentile by assets National rank
$275,866
Avg per participant High balance/head
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Official DOL plan name: Brookfield Renewable Energy Group Retirement Plan · Sponsored by Brookfield Power US Holding America Co. · New York · Utilities

$229M in assets, 830 participants

Brookfield Power US Holding America Co.'s Brookfield Renewable Energy Group Retirement Plan reported $229M in total assets and 830 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #534 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Brookfield Renewable Energy Group Retirement Plan ranks #534 of 721 2023 filers by assets (234% of the sector average)-$229M for 830 participants.

#534
in Utilities (721 peers)
+34.7%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Brookfield Renewable Energy Group Retirement Plan's outsized position by total assets

Brookfield Renewable Energy Group Retirement Plan vs every filed plan by assets

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

$228,968,499 Top 5% higher than 95% 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

Brookfield Renewable Energy Group Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brookfield Renewable Energy Group Retirement Plan sits mid-pack in the medium band (830 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookfield Renewable Energy Group Retirement Plan reported net income rose from -$40M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Brookfield Renewable Energy Group Retirement Plan end-of-year assets rose from $170M in the plan year 2022 filing to $229M in the plan year 2023 filing.
  • Brookfield Renewable Energy Group Retirement Plan reported participants rose from 736 in the plan year 2022 filing to 830 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200834708 · Brookfield Power US Holding America Co. PY 2023 · 401(k)

Brookfield Renewable Energy Group Retirement Plan · $229M · 830 · 95th

  • IND $229M
  • EOY 830
  • 5500 95th
  • ASSETS 401(k)
  • PCT near Celestica 401(k) Retirement Plan
  • EIN ind #534

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 Utilities retirement plans → · Plans in New York →

Brookfield Renewable Energy Group Retirement Plan in the asset neighbourhood

Amwtp Employee Investment PlanAmwtp Employee Investment Pl…$229MCelestica 401(k) Retirement PlanCelestica 401(k) Retirement …$229MBrookfield Renewable Energy Group Retirement PlanBrookfield Renewable Energy …$229MThe Cathay General Bancorp 401(k) Profit Sharing PlanThe Cathay General Bancorp 4…$229MA-Dec, Inc. 401(k) Profit Sharing Retirement PlanA-Dec, Inc. 401(k) Profit Sh…$229M
End-of-year total assets ($M) among Brookfield Renewable Energy Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$170M
Net Assets (End of Year)$229M
Net Income$58M
Employer EIN200834708
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookfield Power US Holding America Co.)

Sponsor-wide plan assets over time

All Brookfield Power US Holding America Co. plans reported in each filing year

Latest sponsor-wide plan assets
$279M 64.2393628433301% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $170M $279M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 736 $170M
2023 1 830 $229M
2024 1 1,516 $279M

Nearby 401(k) Plans in New York

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

Brookfield Renewable Energy Group Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Brookfield Renewable Energy Group Retirement Plan, Total assets ($B): 0.228968499 · Participants: 830Brookfield Renewable Energy Group Retirement 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
Brookfield Renewable Energy Group Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Brookfield Renewable Energy Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Celestica 401(k) Retirement Plan in NH ($229M); by covered participants it is Dickinson Wright PLLC Retirement and 401(k) Savings in MI (830 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($229M here).

Similar participant headcount

Nearest other-state filings by covered participants (830 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 Brookfield Renewable Energy Group Retirement Plan assets move in 2023?
Brookfield Renewable Energy Group Retirement Plan surged - up 34.7% during 2023, from $170M to $229M. Reported net income was $58M.
How have Brookfield Power US Holding America Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Brookfield Power US Holding America Co.'s sponsor-wide assets grew 64.2%, from $170M to $279M.
Where does Brookfield Renewable Energy Group Retirement Plan rank by assets among Form 5500 filers?
Brookfield Renewable Energy Group Retirement Plan ranks in the 95th 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 Brookfield Renewable Energy Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Celestica 401(k) Retirement Plan in NH ($229M, 917 participants).
Which 401(k) plans cover a similar participant headcount to Brookfield Renewable Energy Group Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Dickinson Wright PLLC Retirement and 401(k) Savings in MI (830 participants, $274M in assets).