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
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
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.
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
Utilities filing particulars
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $229M |
| Net Income | $58M |
| Employer EIN | 200834708 |
| Plan Effective Date | 2002-02-01 |
| Filing Status | FILING 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
| 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.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
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).
- Celestica 401(k) Retirement Plan (NH) $229M · 917
- Amwtp Employee Investment Plan (ID) $229M · 1,314
- The Cathay General Bancorp 401(k) Profit Sharing Plan (CA) $229M · 1,120
- A-Dec, Inc. 401(k) Profit Sharing Retirement Plan (OR) $229M · 1,413
Similar participant headcount
Nearest other-state filings by covered participants (830 participants); asset peers above are excluded.
- Dickinson Wright PLLC Retirement and 401(k) Savings (MI) 830 · 0 off
- Deroyal Employees' Savings & Retirement Plan (TN) 830 · 0 off
- Leadventure 401(k) Savings Plan (OR) 830 · 0 off
- Sram LLC Retirement Savings Plan (IL) 830 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.