401(k) · DOL Form 5500 · 2024

Broe Management Company, LLC D/B/a/ the Broe Group 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
551
Participants Below avg headcount
84th
Percentile by assets National rank
$91,306
Avg per participant Below avg balance/head
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Official DOL plan name: The Broe Group 401(k) Retirement Savings Plan · Sponsored by Broe Management Company, LLC D/B/a/ the Broe Group · Colorado · Transportation & Warehousing

$50M in assets, 551 participants

Broe Management Company, LLC D/B/a/ the Broe Group's The Broe Group 401(k) Retirement Savings Plan reported $50M in total assets and 551 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,728 in Transportation & Warehousing (3,299 peers)

Where The Broe Group 401(k) Retirement Savings Plan sits by assets

The Broe Group 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $50M for 551 participants (~$91,306/participant), up 17.9% in 2024.

#2,728
in Transportation & Warehousing (3,299 peers)
+17.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Broe Group 401(k) Retirement Savings Plan's outsized position by total assets

The Broe Group 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$50,309,502 Top 16% higher than 84% 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

The Broe Group 401(k) Retirement Savings 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. The Broe Group 401(k) Retirement Savings Plan sits mid-pack in the medium band (551 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Broe Group 401(k) Retirement Savings Plan end-of-year assets rose from $43M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • The Broe Group 401(k) Retirement Savings Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • The Broe Group 401(k) Retirement Savings Plan reported participants rose from 535 in the plan year 2023 filing to 551 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 841568327 · Broe Management Company, LLC D/B/a/ the Broe Group PY 2024 · 401(k)

The Broe Group 401(k) Retirement Savings Plan · $50M · 551 · 84th

  • EIN $50M
  • RANK 551
  • PHOTO 84th
  • IND 401(k)
  • EOY near Oral Surgery Partners Mso, LLC 401(k) Profit Sharing Plan and Trust
  • 5500 ind #2728

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 Transportation & Warehousing retirement plans → · Plans in Colorado →

The Broe Group 401(k) Retirement Savings Plan in the asset neighbourhood

The Broe Group 401(k) Retirement Savings PlanThe Broe Group 401(k) Retire…$50MOral Surgery Partners Mso, LLC 401(k) Profit Sharing Plan and TrustOral Surgery Partners Mso, L…$50MGlobal Tax Management, Inc. 401(k) Profit Sharing PlanGlobal Tax Management, Inc. …$50MFrequency Electronics, Inc. 401(k) Savings PlanFrequency Electronics, Inc. …$50MWyche Professional Association Profit Sharing PlanWyche Professional Associati…$50M
End-of-year total assets ($M) among The Broe Group 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$50M
Net Income$8M
Employer EIN841568327
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broe Management Company, LLC D/B/a/ the Broe Group)

Sponsor-wide plan assets over time

All Broe Management Company, LLC D/B/a/ the Broe Group plans reported in each filing year

Latest sponsor-wide plan assets
$50M 40.57009659700485% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.8M $50.3M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 659 $36M
2023 1 535 $43M
2024 1 551 $50M

Nearby 401(k) Plans in Colorado

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

The Broe Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants The Broe Group 401(k) Retirement Savings Plan, Total assets ($B): 0.050309502 · Participants: 551The Broe Group 401(k) Retirement Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
The Broe Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare The Broe Group 401(k) Retirement Savings Plan side-by-side with 3 peers →

The Broe Group 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Oral Surgery Partners Mso, LLC 401(k) Profit Sharing Plan and Trust in MO ($50M); by covered participants it is Ivx Health 401(k) Plan in TN (551 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (551 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 The Broe Group 401(k) Retirement Savings Plan assets move in 2024? ▼
The Broe Group 401(k) Retirement Savings Plan grew sharply - up 17.9% during 2024, from $43M to $50M. Reported net income was $8M.
How have Broe Management Company, LLC D/B/a/ the Broe Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broe Management Company, LLC D/B/a/ the Broe Group's sponsor-wide assets grew 40.6%, from $36M to $50M.
Where does The Broe Group 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Broe Group 401(k) Retirement Savings Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Broe Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oral Surgery Partners Mso, LLC 401(k) Profit Sharing Plan and Trust in MO ($50M, 816 participants).
Which 401(k) plans cover a similar participant headcount to The Broe Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ivx Health 401(k) Plan in TN (551 participants, $18M 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 841568327.

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.