401(k) · DOL Form 5500 · 2023

Broaddus & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
119
Participants Small participant base
63rd
Percentile by assets National rank
$102,345
Avg per participant Below avg balance/head
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Official DOL plan name: Broaddus & Associates, Inc. 401(k) Plan · Sponsored by Broaddus & Associates, Inc. · Texas · Professional & Technical Services

$12M in assets, 119 participants

Broaddus & Associates, Inc.'s Broaddus & Associates, Inc. 401(k) Plan reported $12M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,585 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Broaddus & Associates, Inc. 401(k) Plan covers 119 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#12,585
in Professional & Technical Services (20,321 peers)
-3.4%
assets change YoY

The plan reported a net loss of $426K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Broaddus & Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Broaddus & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$12,179,067 Top 37% higher than 63% 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

Broaddus & Associates, Inc. 401(k) 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. Broaddus & Associates, Inc. 401(k) Plan sits mid-pack in the medium band (119 participants).

Published 5500 schedule card

Filing strip 742985884 · Broaddus & Associates, Inc. PY 2023 · 401(k)

Broaddus & Associates, Inc. 401(k) Plan · $12M · 119 · 63rd

  • PART $12M
  • PART 119
  • PART 63rd
  • PART 401(k)
  • PART near James Hamilton Construction Co. 401(k) & Profit Sharing Plan
  • PART ind #12585

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 Professional & Technical Services retirement plans → · Plans in Texas →

Broaddus & Associates, Inc. 401(k) Plan in the asset neighbourhood

Broaddus & Associates, Inc. 401(k) PlanBroaddus & Associates, Inc. …$12MJames Hamilton Construction Co. 401(k) & Profit Sharing PlanJames Hamilton Construction …$12MQuantum Color Graphics, L.L.C. 401(k) Profit Sharing PlanQuantum Color Graphics, L.L.…$12MRadix Trading 401(k) Plan$12MCitizens National Bank of Greater St. Louis 401(k) Ps PlanCitizens National Bank of Gr…$12M
End-of-year total assets ($M) among Broaddus & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$426K
Employer EIN742985884
Plan Effective Date2004-02-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Broaddus & Associates, Inc.)

Sponsor-wide plan assets over time

All Broaddus & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 14.910501765036683% vs 2023
2024 filing year
$11M$12M$13M$14M$15M 20232024 $12.2M $14M ▲ +14.9%
Year Plans Participants Total Assets
2023 1 119 $12M
2024 1 130 $14M

Nearby 401(k) Plans in Texas

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

Broaddus & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Broaddus & Associates, Inc. 401(k) Plan, Total assets ($B): 0.012179067 · Participants: 119Broaddus & Associates, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Broaddus & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Broaddus & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Broaddus & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is James Hamilton Construction Co. 401(k) & Profit Sharing Plan in NM ($12M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Broaddus & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Broaddus & Associates, Inc. 401(k) Plan edged down modestly - down 3.4% during 2023, from $13M to $12M. Reported net income was -$426K.
How have Broaddus & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Broaddus & Associates, Inc.'s sponsor-wide assets grew 14.9%, from $12M to $14M.
Which 401(k) plans are similar in size to Broaddus & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is James Hamilton Construction Co. 401(k) & Profit Sharing Plan in NM ($12M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Broaddus & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A 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 742985884.

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.