401(k) · DOL Form 5500 · 2023
Broadview Federal Credit Union 401(k) Plan
Data updated 2026-08-11
- $216M
- Total assets
- 1,008
- Participants
- 95th
- Percentile by assets
- $214,148
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $216M
- total plan assets (2023 EOY)
- 1,008
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $214,148
- avg assets per participant
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.
Broadview Retirement Savings Plan vs the 2023 asset distribution
By assets, Broadview Retirement Savings Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $216M |
| Net Income | $28M |
| Employer EIN | 141338566 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Broadview Federal Credit Union)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Broadview Retirement Savings Plan by total assets, not by location.
- Restek Corporation Profit Sharing and ESOP (PA) $216M · 464
- IBEW Local 683 Profit Sharing Annuity Plan (MO) $216M · 2,422
- Titan America LLC 401(k) Retirement Savings Plan (VA) $216M · 2,309
- Consilio 401(k) Plan (DC) $216M · 5,782
Frequently Asked Questions
How did Broadview Retirement Savings Plan assets move in 2023? ▼
How have Broadview Federal Credit Union plan assets changed over time? ▼
Where does Broadview Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Broadview Retirement Savings Plan? ▼
Next read for Broadview Retirement Savings Plan
Scale reading
Ways to act on Broadview Retirement Savings Plan's numbers.
- By total assets, Broadview Retirement Savings 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 New York. Compare plans
- Broadview Federal Credit Union's sponsor-wide assets have grown 114.8% since 2022 across 3 plan years on file. More Finance & Insurance plans