401(k) · DOL Form 5500 · 2024
Brookfield Asset Management LLC 401(k) Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 5,143
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $238,393
- Avg per participant Above avg balance/head
Official DOL plan name: Brookfield 401(k) Savings Plan · Sponsored by Brookfield Asset Management LLC · Ohio · Real Estate
$1.2B in assets, 5,143 participants
Brookfield Asset Management LLC's Brookfield 401(k) Savings Plan reported $1.2B in total assets and 5,143 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #4,598 in Real Estate (4,605 peers)
Coverage in Ohio
Brookfield 401(k) Savings Plan covers 5,143 participants in Ohio, 6.7x the typical Ohio plan (state average ~765 per filing). Assets: $1.2B.
- #4,598
- in Real Estate (4,605 peers)
- +7.3%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Brookfield 401(k) Savings Plan's outsized position by total assets
Brookfield 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,226,057,208 Top 1% higher than 99% 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
Brookfield 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brookfield 401(k) Savings Plan lands in the large band (5,143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brookfield 401(k) Savings Plan reported net income fell from $155M in the plan year 2023 filing to $83M in the plan year 2024 filing.
- Brookfield 401(k) Savings Plan reported participants fell from 5,828 in the plan year 2023 filing to 5,143 in the plan year 2024 filing.
- Brookfield 401(k) Savings Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
DOL schedule card
Filing strip 204473811 · Brookfield Asset Management LLC PY 2024 · 401(k)
Brookfield 401(k) Savings Plan · $1.2B · 5,143 · 99th
- PCT $1.2B
- EIN 5,143
- RANK 99th
- PHOTO 401(k)
- IND near Grifols Employee Retirement Savings Plan
- EOY ind #4598
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 Real Estate retirement plans → · Plans in Ohio →
Brookfield 401(k) Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $83M |
| Employer EIN | 204473811 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brookfield Asset Management LLC)
Sponsor-wide plan assets over time
All Brookfield Asset Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 24.12289228966145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,467 | $988M |
| 2023 | 1 | 5,828 | $1.1B |
| 2024 | 1 | 5,143 | $1.2B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Scale composition for Brookfield 401(k) Savings Plan
Brookfield 401(k) Savings Plan reports $1.2B in end-of-year assets across 5,143 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $238,393 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2024 was $83M.
This plan identity (EIN 204473811, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $988M to $1.2B (+24.1%) while covered participants moved from 5,467 to 5,143 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,467 | $988M | Open filing |
| 2023 | 5,828 | $1.1B | Open filing |
| 2024 · index core | 5,143 | $1.2B | This page |
Brookfield 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Grifols Employee Retirement Savings Plan in CA ($1.2B); by covered participants it is Guild Mortgage Company Profit Sharing 401(k) Plan in CA (5,142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Grifols Employee Retirement Savings Plan (CA) $1.2B · 14,066
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan (KS) $1.2B · 7,736
- Centracare Health System Retirement Plan (MN) $1.2B · 11,193
- Benefitsplus 401(k) Profit Sharing Plan (NY) $1.2B · 8,027
Similar participant headcount
Nearest other-state filings by covered participants (5,143 participants); asset peers above are excluded.
- Guild Mortgage Company Profit Sharing 401(k) Plan (CA) 5,142 · 1 off
- Senior Lifestyle Corporation 401(k) Retirement Plan (IL) 5,140 · 3 off
- Consolidated 401(a) and 401(k) Program of Mass General Brigham and Member Organizations (MA) 5,146 · 3 off
- IBEW Local No. 716 Retirement Plan (TX) 5,147 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.