401(k) · DOL Form 5500 · 2023

Broadstreet Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$296M
Total assets Near avg plan size
2,433
Participants Above avg headcount
96th
Percentile by assets National rank
$121,556
Avg per participant Near avg balance/head
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Official DOL plan name: Broadstreet 401(k) Plan · Sponsored by Broadstreet Partners, Inc. · Ohio · Finance & Insurance

$296M in assets, 2,433 participants

Broadstreet Partners, Inc.'s Broadstreet 401(k) Plan reported $296M in total assets and 2,433 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,294 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Broadstreet 401(k) Plan covers 2,433 participants in Ohio, 3.2x the typical Ohio plan (state average ~765 per filing). Assets: $296M.

#8,294
in Finance & Insurance (8,869 peers)
+39.0%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Broadstreet 401(k) Plan's outsized position by total assets

Broadstreet 401(k) Plan vs every filed plan by assets

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

$295,746,865 Top 4% higher than 96% 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

Broadstreet 401(k) 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. Broadstreet 401(k) Plan lands in the large band (2,433 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Broadstreet 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Broadstreet 401(k) Plan end-of-year assets rose from $213M in the plan year 2022 filing to $296M in the plan year 2023 filing.
  • Broadstreet 401(k) Plan reported participants rose from 2,243 in the plan year 2022 filing to 2,433 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310982037 · Broadstreet Partners, Inc. PY 2023 · 401(k)

Broadstreet 401(k) Plan · $296M · 2,433 · 96th

  • IND $296M
  • IND 2,433
  • IND 96th
  • IND 401(k)
  • IND near Pike 401(k) Plan
  • IND ind #8294

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 Finance & Insurance retirement plans → · Plans in Ohio →

Broadstreet 401(k) Plan in the asset neighbourhood

The Iowa Clinic 401(k) Profit Sharing PlanThe Iowa Clinic 401(k) Profi…$296MPike 401(k) Plan$296MBroadstreet 401(k) Plan$296MRenasant Bank 401(k) Plan$296MFives Retirement Savings Plan$295M
End-of-year total assets ($M) among Broadstreet 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$213M
Net Assets (End of Year)$296M
Net Income$57M
Employer EIN310982037
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broadstreet Partners, Inc.)

Sponsor-wide plan assets over time

All Broadstreet Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$514M 141.40449678799249% vs 2022
2024 filing year
$100M$200M$300M$400M$500M$600M 202220232024 $213M $514M ▲ +141.4%
Year Plans Participants Total Assets
2022 1 2,243 $213M
2023 1 2,433 $296M
2024 1 3,026 $514M

Nearby 401(k) Plans in Ohio

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

Broadstreet 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Broadstreet 401(k) Plan, Total assets ($B): 0.295746865 · Participants: 2433Broadstreet 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Broadstreet 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Broadstreet 401(k) Plan side-by-side with 3 peers →

Broadstreet 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Pike 401(k) Plan in NC ($296M); by covered participants it is Robinhood 401(k) Plan in CA (2,433 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($296M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,433 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 Broadstreet 401(k) Plan assets move in 2023? ▼
Broadstreet 401(k) Plan surged - up 39.0% during 2023, from $213M to $296M. Reported net income was $57M.
How have Broadstreet Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broadstreet Partners, Inc.'s sponsor-wide assets grew 141.4%, from $213M to $514M.
Where does Broadstreet 401(k) Plan rank by assets among Form 5500 filers? ▼
Broadstreet 401(k) Plan ranks in the 96th 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 Broadstreet 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pike 401(k) Plan in NC ($296M, 11,025 participants).
Which 401(k) plans cover a similar participant headcount to Broadstreet 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Robinhood 401(k) Plan in CA (2,433 participants, $182M 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 310982037.

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.