401(k) · DOL Form 5500 · 2024

Broaddus & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
130
Participants Small participant base
63rd
Percentile by assets National rank
$107,654
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

$14M in assets, 130 participants

Broaddus & Associates, Inc.'s Broaddus & Associates, Inc. 401(k) Plan reported $14M in total assets and 130 participants in its 2024 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.

  • #12,506 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Broaddus & Associates, Inc. 401(k) Plan covers 130 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#12,506
in Professional & Technical Services (20,173 peers)
+14.9%
assets growth YoY

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 2024 · DOL Form 5500

$13,995,027 Top 37% higher than 63% of 123,620 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 2024

Broaddus & Associates, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 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 (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Broaddus & Associates, Inc. 401(k) Plan reported net income rose from -$426K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Broaddus & Associates, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Broaddus & Associates, Inc. 401(k) Plan reported participants rose from 119 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 742985884 · Broaddus & Associates, Inc. PY 2024 · 401(k)

Broaddus & Associates, Inc. 401(k) Plan · $14M · 130 · 63rd

  • BOOK $14M
  • BOOK 130
  • BOOK 63rd
  • BOOK 401(k)
  • BOOK near Charles Barker Luxury Imports, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #12506

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. …$14MCharles Barker Luxury Imports, Inc. 401(k) Profit Sharing PlanCharles Barker Luxury Import…$14MCrimson Midstream Services, LLC 401(k) Profit Sharing PlanCrimson Midstream Services, …$14MBritz, Inc. 401(k) Plan$14MB. K. Miller Co., Inc. 401(k) PlanB. K. Miller Co., Inc. 401(k…$14M
End-of-year total assets ($M) among Broaddus & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
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): 0.013995027 · Participants: 130Broaddus & Associates, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings 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 Charles Barker Luxury Imports, Inc. 401(k) Profit Sharing Plan in VA ($14M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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.

Frequently Asked Questions

How did Broaddus & Associates, Inc. 401(k) Plan assets move in 2024? ▼
Broaddus & Associates, Inc. 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $12M to $14M. Reported net income was $2M.
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 Charles Barker Luxury Imports, Inc. 401(k) Profit Sharing Plan in VA ($14M, 127 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 Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.