401(k) · DOL Form 5500 · 2024

Broken Branch Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$805K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$402,375
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Broken Branch Properties, Inc. 401(k) Profit Sharing Plan · Sponsored by Broken Branch Properties, Inc. · Ohio · Real Estate

$805K in assets, 2 participants

Broken Branch Properties, Inc.'s Broken Branch Properties, Inc. 401(k) Profit Sharing Plan reported $805K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,720 in Real Estate (4,605 peers)

Broken Branch Properties, Inc. multi-year trail

Broken Branch Properties, Inc.'s plans moved +33.8% in assets from 2023 to 2024; this filing shows Broken Branch Properties, Inc. 401(k) Profit Sharing Plan at $805K / 2 participants.

#1,720
in Real Estate (4,605 peers)
+33.8%
assets growth YoY

Broken Branch Properties, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Broken Branch Properties, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$804,750 21st percentile higher than 21% 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

Broken Branch Properties, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Broken Branch Properties, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Broken Branch Properties, Inc. 401(k) Profit Sharing Plan reported net income fell from $601K in the plan year 2023 filing to $203K in the plan year 2024 filing.
  • Broken Branch Properties, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $601K in the plan year 2023 filing to $805K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 923339494 · Broken Branch Properties, Inc. PY 2024 · 401(k)

Broken Branch Properties, Inc. 401(k) Profit Sharing Plan · $805K · 2 · 21st

  • BOOK $805K
  • BOOK 2
  • BOOK 21st
  • BOOK 401(k)
  • BOOK near Certus Financial LLC 401(k) Profit Sharing Plan & Trust
  • BOOK ind #1720

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 →

Broken Branch Properties, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Anytable, Inc. 401(k) Profit Sharing PlanAnytable, Inc. 401(k) Profit…$805KBroken Branch Properties, Inc. 401(k) Profit Sharing PlanBroken Branch Properties, In…$805KCertus Financial LLC 401(k) Profit Sharing Plan & TrustCertus Financial LLC 401(k) …$805KBarbee Elc 401(k) Plan$804KRaymond Mickey Cohen & Son, Inc. Profit Sharing PlanRaymond Mickey Cohen & Son, …$804K
End-of-year total assets ($M) among Broken Branch Properties, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Broken Branch Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Broken Branch Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$805K 33.83814025272499% vs 2023
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 20232024 $0.6M $0.8M ▲ +33.3%
Year Plans Participants Total Assets
2023 1 2 $601K
2024 1 2 $805K

Broken Branch Properties, Inc. filing trail (2024)

Total Assets (Beginning of Year)$601K
Net Assets (End of Year)$805K
Net Income$203K
Employer EIN923339494
Plan Effective Date2023-04-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Broken Branch Properties, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Broken Branch Properties, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00080475 · Participants: 2Broken Branch Properties, Inc. 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Broken Branch Properties, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Broken Branch Properties, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Broken Branch Properties, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Certus Financial LLC 401(k) Profit Sharing Plan & Trust in MN ($805K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Broken Branch Properties, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Broken Branch Properties, Inc. 401(k) Profit Sharing Plan surged - up 33.8% during 2024, from $601K to $805K. Reported net income was $203K.
How have Broken Branch Properties, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Broken Branch Properties, Inc.'s sponsor-wide assets grew 33.8%, from $601K to $805K.
Where does Broken Branch Properties, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Broken Branch Properties, Inc. 401(k) Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Broken Branch Properties, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Certus Financial LLC 401(k) Profit Sharing Plan & Trust in MN ($805K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Broken Branch Properties, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 923339494.

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.