401(k) · DOL Form 5500 · 2023

Broad River Retail, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
655
Participants Below avg headcount
45th
Percentile by assets National rank
$7,814
Avg per participant Low balance/head
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Official DOL plan name: Broad River Retail Retirement Plan · Sponsored by Broad River Retail, LLC · South Carolina · Retail Trade

$5M in assets, 655 participants

Broad River Retail, LLC's Broad River Retail Retirement Plan reported $5M in total assets and 655 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.

  • #4,651 in Retail Trade (8,414 peers)

Broad River Retail, LLC multi-year trail

Broad River Retail, LLC's plans moved +104.0% in assets from 2022 to 2024; this filing shows Broad River Retail Retirement Plan at $5M / 655 participants.

#4,651
in Retail Trade (8,414 peers)
+57.1%
assets growth YoY

Broad River Retail Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Broad River Retail Retirement Plan vs every filed plan by assets

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

$5,118,074 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

Broad River Retail Retirement 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. Broad River Retail Retirement Plan sits mid-pack in the medium band (655 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Broad River Retail Retirement Plan reported net income rose from $122K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Broad River Retail Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Broad River Retail Retirement Plan reported participants rose from 552 in the plan year 2022 filing to 655 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043712520 · Broad River Retail, LLC PY 2023 · 401(k)

Broad River Retail Retirement Plan · $5M · 655 · 45th

  • RANK $5M
  • RANK 655
  • RANK 45th
  • RANK 401(k)
  • RANK near Venture Forthe, Inc. 401(k) Plan
  • RANK ind #4651

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 Retail Trade retirement plans → · Plans in South Carolina →

Broad River Retail Retirement Plan in the asset neighbourhood

Broad River Retail Retirement PlanBroad River Retail Retiremen…$5MVenture Forthe, Inc. 401(k) PlanVenture Forthe, Inc. 401(k) …$5MTikigaq Corporation 401(k) PlanTikigaq Corporation 401(k) P…$5MSh Franchising, LLC 401(k) PlanSh Franchising, LLC 401(k) P…$5MOro Agri 401(k) Plan$5M
End-of-year total assets ($M) among Broad River Retail Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Broad River Retail, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Broad River Retail, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 104.04530898277282% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.26M $6.65M ▲ +104.0%
Year Plans Participants Total Assets
2022 1 552 $3M
2023 1 655 $5M
2024 1 641 $7M

Broad River Retail, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN043712520
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Broad River Retail Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Broad River Retail Retirement Plan, Total assets ($B): 0.005118074 · Participants: 655Broad River Retail Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Broad River Retail Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Broad River Retail Retirement Plan side-by-side with 3 peers →

Broad River Retail Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Venture Forthe, Inc. 401(k) Plan in NY ($5M); by covered participants it is Summit Packaging Systems 401(k) Plan in NH (655 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (655 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 Broad River Retail Retirement Plan assets move in 2023? ▼
Broad River Retail Retirement Plan surged - up 57.1% during 2023, from $3M to $5M. Reported net income was $2M.
How have Broad River Retail, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broad River Retail, LLC's sponsor-wide assets grew 104.0%, from $3M to $7M.
Which 401(k) plans are similar in size to Broad River Retail Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Venture Forthe, Inc. 401(k) Plan in NY ($5M, 703 participants).
Which 401(k) plans cover a similar participant headcount to Broad River Retail Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Summit Packaging Systems 401(k) Plan in NH (655 participants, $33M 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 043712520.

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.