401(k) · DOL Form 5500 · 2024
Broad Run Investment Managemen 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $411,608
- Avg per participant High balance/head
Official DOL plan name: Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust · Sponsored by Broad Run Investment Managemen · Virginia · Professional & Technical Services
$3M in assets, 8 participants
Broad Run Investment Managemen's Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,466 in Professional & Technical Services (20,173 peers)
Broad Run Investment Managemen multi-year trail
Broad Run Investment Managemen's plans moved +69.4% in assets from 2022 to 2024; this filing shows Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust at $3M / 8 participants.
- #6,466
- in Professional & Technical Services (20,173 peers)
- +30.5%
- assets growth YoY
Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,292,862 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust reported net income rose from $580K in the plan year 2023 filing to $769K in the plan year 2024 filing.
- Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 461010523 · Broad Run Investment Managemen PY 2024 · 401(k)
Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust · $3M · 8 · 35th
- TYPE $3M
- NET 8
- BOOK 35th
- VS-ST 401(k)
- BOY near Axis Power LLC 401(k) Plan
- SCH ind #6466
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 Virginia →
Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Broad Run Investment Managemen multi-year asset trail
Sponsor-wide plan assets over time
All Broad Run Investment Managemen plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 69.40281077432624% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $2M |
| 2023 | 1 | 9 | $3M |
| 2024 | 1 | 8 | $3M |
Broad Run Investment Managemen filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $769K |
| Employer EIN | 461010523 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Broad Run Investment Managemen 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Axis Power LLC 401(k) Plan in TX ($3M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Axis Power LLC 401(k) Plan (TX) $3M · 201
- The Tribute Companies, Inc. Employees' 401(k) Plan (WI) $3M · 36
- Lease Management, Inc 401(k) Plan (MI) $3M · 19
- Tcrs 401(k) Plan (WA) $3M · 118
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.