401(k) · DOL Form 5500 · 2023

Broadview Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$216M
Total assets Near avg plan size
1,008
Participants Near avg headcount
95th
Percentile by assets National rank
$214,148
Avg per participant Above avg balance/head
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Official DOL plan name: Broadview Retirement Savings Plan · Sponsored by Broadview Federal Credit Union · New York · Finance & Insurance

$216M in assets, 1,008 participants

Broadview Federal Credit Union's Broadview Retirement Savings Plan reported $216M in total assets and 1,008 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.

  • #8,163 in Finance & Insurance (8,869 peers)

Where Broadview Retirement Savings Plan sits by assets

Broadview Retirement Savings Plan sits in the top 5% of all filed plans by assets, $216M for 1,008 participants (~$214,148/participant), up 203.4% in 2023.

#8,163
in Finance & Insurance (8,869 peers)
+203.4%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Broadview Retirement Savings Plan's outsized position by total assets

Broadview Retirement Savings Plan vs every filed plan by assets

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

$215,860,874 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

Broadview Retirement Savings 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. Broadview Retirement Savings Plan lands in the large band (1,008 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Broadview Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Broadview Retirement Savings Plan end-of-year assets rose from $71M in the plan year 2022 filing to $216M in the plan year 2023 filing.
  • Broadview Retirement Savings Plan reported participants rose from 934 in the plan year 2022 filing to 1,008 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141338566 · Broadview Federal Credit Union PY 2023 · 401(k)

Broadview Retirement Savings Plan · $216M · 1,008 · 95th

  • TYPE $216M
  • TYPE 1,008
  • TYPE 95th
  • TYPE 401(k)
  • TYPE near Restek Corporation Profit Sharing and ESOP
  • TYPE ind #8163

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 New York →

Broadview Retirement Savings Plan in the asset neighbourhood

Restek Corporation Profit Sharing and ESOPRestek Corporation Profit Sh…$216MIBEW Local 683 Profit Sharing Annuity PlanIBEW Local 683 Profit Sharin…$216MBroadview Retirement Savings PlanBroadview Retirement Savings…$216MTitan America LLC 401(k) Retirement Savings PlanTitan America LLC 401(k) Ret…$216MConsilio 401(k) Plan$216M
End-of-year total assets ($M) among Broadview Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$216M
Net Income$28M
Employer EIN141338566
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broadview Federal Credit Union)

Sponsor-wide plan assets over time

All Broadview Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$246M 114.7506564680464% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $114M $246M ▲ +114.8%
Year Plans Participants Total Assets
2022 3 2,215 $114M
2023 1 1,008 $216M
2024 1 1,532 $246M

Nearby 401(k) Plans in New York

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

Broadview Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Broadview Retirement Savings Plan, Total assets ($B): 0.215860874 · Participants: 1008Broadview Retirement Savings 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
Broadview Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Broadview Retirement Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Restek Corporation Profit Sharing and ESOP in PA ($216M); by covered participants it is Ovintiv U.S. Retirement Plan in CO (1,008 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($216M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,008 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 Broadview Retirement Savings Plan assets move in 2023? ▼
Broadview Retirement Savings Plan surged - up 203.4% during 2023, from $71M to $216M. Reported net income was $28M.
How have Broadview Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broadview Federal Credit Union's sponsor-wide assets grew 114.8%, from $114M to $246M.
Where does Broadview Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Broadview Retirement Savings 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 Broadview Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Restek Corporation Profit Sharing and ESOP in PA ($216M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Broadview Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovintiv U.S. Retirement Plan in CO (1,008 participants, $506M 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 141338566.

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.