401(k) · DOL Form 5500 · 2023
Broadstreet Partners, Inc. 401(k) Plan
Data updated 2026-08-11
- $296M
- Total assets
- 2,433
- Participants
- 96th
- Percentile by assets
- $121,556
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $296M
- total plan assets (2023 EOY)
- 2,433
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $121,556
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Broadstreet 401(k) Plan reports 2,433 participants - 3.2x that state average ($296M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $213M |
|---|---|
| Net Assets (End of Year) | $296M |
| Net Income | $57M |
| Employer EIN | 310982037 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Broadstreet Partners, Inc.)
| 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
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Broadstreet 401(k) Plan by total assets, not by location.
- Pike 401(k) Plan (NC) $296M · 11,025
- Renasant Bank 401(k) Plan (MS) $296M · 2,405
- The Iowa Clinic 401(k) Profit Sharing Plan (IA) $296M · 1,129
- Fives Retirement Savings Plan (MI) $295M · 1,386
Frequently Asked Questions
How did Broadstreet 401(k) Plan assets move in 2023? ▼
How have Broadstreet Partners, Inc. plan assets changed over time? ▼
Where does Broadstreet 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Broadstreet 401(k) Plan? ▼
Next read for Broadstreet 401(k) Plan
Filing takeaways
Ways to act on Broadstreet 401(k) Plan's numbers.
- By total assets, Broadstreet 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Broadstreet Partners, Inc.'s sponsor-wide assets have grown 141.4% since 2022 across 3 plan years on file. More Finance & Insurance plans