401(k) · DOL Form 5500 · 2023

Corporate Brokers LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
307
Participants Below avg headcount
45th
Percentile by assets National rank
$16,726
Avg per participant Low balance/head
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Official DOL plan name: Corporate Brokers, LLC Retirement Savings Plan · Sponsored by Corporate Brokers LLC · Maryland · Finance & Insurance

$5M in assets, 307 participants

Corporate Brokers LLC's Corporate Brokers, LLC Retirement Savings Plan reported $5M in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,825 in Finance & Insurance (8,869 peers)

Coverage in Maryland

Corporate Brokers, LLC Retirement Savings Plan covers 307 participants in Maryland, about 33% of the average Maryland filer (state average ~929 per filing). Assets: $5M.

#2,825
in Finance & Insurance (8,869 peers)
+28.4%
assets growth YoY

Corporate Brokers, LLC Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Corporate Brokers, LLC Retirement Savings Plan vs every filed plan by assets

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

$5,134,903 45th percentile higher than 45% 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

Corporate Brokers, LLC Retirement Savings 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. Corporate Brokers, LLC Retirement Savings Plan sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Corporate Brokers, LLC Retirement Savings Plan reported net income rose from -$670K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Corporate Brokers, LLC Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Corporate Brokers, LLC Retirement Savings Plan reported participants fell from 418 in the plan year 2022 filing to 307 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841638864 · Corporate Brokers LLC PY 2023 · 401(k)

Corporate Brokers, LLC Retirement Savings Plan · $5M · 307 · 45th

  • PCT $5M
  • EIN 307
  • RANK 45th
  • PHOTO 401(k)
  • IND near Northtowns Cardiology, PLLC 401(k) Profit Sharing Plan & Trust
  • EOY ind #2825

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 Maryland →

Corporate Brokers, LLC Retirement Savings Plan in the asset neighbourhood

Encore Pipe & Construction 401(k) PlanEncore Pipe & Construction 4…$5MBecker & Gurian Profit Sharing Plan and TrustBecker & Gurian Profit Shari…$5MCorporate Brokers, LLC Retirement Savings PlanCorporate Brokers, LLC Retir…$5MNorthtowns Cardiology, PLLC 401(k) Profit Sharing Plan & TrustNorthtowns Cardiology, PLLC …$5MP. Graham Dunn, Inc. 401(k) PlanP. Graham Dunn, Inc. 401(k) …$5M
End-of-year total assets ($M) among Corporate Brokers, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN841638864
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corporate Brokers LLC)

Sponsor-wide plan assets over time

All Corporate Brokers LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 49.92824995678989% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4M $5.99M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 418 $4M
2023 1 307 $5M
2024 1 562 $6M

Nearby 401(k) Plans in Maryland

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

Corporate Brokers, LLC Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Corporate Brokers, LLC Retirement Savings Plan, Total assets ($B): 0.005134903 · Participants: 307Corporate Brokers, LLC Retirement Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Corporate Brokers, LLC Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Corporate Brokers, LLC Retirement Savings Plan side-by-side with 3 peers →

Corporate Brokers, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Northtowns Cardiology, PLLC 401(k) Profit Sharing Plan & Trust in NY ($5M); by covered participants it is Reliable Heating and Air 401(k) Plan in GA (307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (307 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 Corporate Brokers, LLC Retirement Savings Plan assets move in 2023? ▼
Corporate Brokers, LLC Retirement Savings Plan grew sharply - up 28.4% during 2023, from $4M to $5M. Reported net income was $1M.
How have Corporate Brokers LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corporate Brokers LLC's sponsor-wide assets grew 49.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Corporate Brokers, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northtowns Cardiology, PLLC 401(k) Profit Sharing Plan & Trust in NY ($5M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Corporate Brokers, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Heating and Air 401(k) Plan in GA (307 participants, $5M 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 841638864.

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.