401(k) · DOL Form 5500 · 2024

Broadstreet Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$514M
Total assets Above avg plan size
3,026
Participants Above avg headcount
97th
Percentile by assets National rank
$169,738
Avg per participant Above avg balance/head
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Official DOL plan name: Broadstreet 401(k) Plan · Sponsored by Broadstreet Partners, Inc. · Ohio · Finance & Insurance

$514M in assets, 3,026 participants

Broadstreet Partners, Inc.'s Broadstreet 401(k) Plan reported $514M in total assets and 3,026 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,135 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Broadstreet 401(k) Plan covers 3,026 participants in Ohio, 4.0x the typical Ohio plan (state average ~765 per filing). Assets: $514M.

#8,135
in Finance & Insurance (8,549 peers)
+73.7%
assets growth YoY
5.2×
vs typical plan assets (national mean)

Broadstreet 401(k) Plan's outsized position by total assets

Broadstreet 401(k) Plan vs every filed plan by assets

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

$513,628,198 Top 3% higher than 97% 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

Broadstreet 401(k) 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. Broadstreet 401(k) Plan lands in the large band (3,026 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Broadstreet 401(k) Plan end-of-year assets rose from $296M in the plan year 2023 filing to $514M in the plan year 2024 filing.
  • Broadstreet 401(k) Plan reported net income rose from $57M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • Broadstreet 401(k) Plan reported participants rose from 2,433 in the plan year 2023 filing to 3,026 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 310982037 · Broadstreet Partners, Inc. PY 2024 · 401(k)

Broadstreet 401(k) Plan · $514M · 3,026 · 97th

  • IND $514M
  • EOY 3,026
  • 5500 97th
  • ASSETS 401(k)
  • PCT near Chg Companies, Inc. Employee 401(k) Plan
  • EIN ind #8135

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 Finance & Insurance retirement plans → · Plans in Ohio →

Broadstreet 401(k) Plan in the asset neighbourhood

Casey's General Stores 401(k) PlanCasey's General Stores 401(k…$514MBroadstreet 401(k) Plan$514MChg Companies, Inc. Employee 401(k) PlanChg Companies, Inc. Employee…$513MIncyte Corporation 401(k) PlanIncyte Corporation 401(k) Pl…$513MAlro Steel Corporation and Subsidiaries Retirement/401(k) PlanAlro Steel Corporation and S…$513M
End-of-year total assets ($M) among Broadstreet 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$296M
Net Assets (End of Year)$514M
Net Income$78M
Employer EIN310982037
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broadstreet Partners, Inc.)

Sponsor-wide plan assets over time

All Broadstreet Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$514M 141.40449678799249% vs 2022
2024 filing year
$100M$200M$300M$400M$500M$600M 202220232024 $213M $514M ▲ +141.4%
Year Plans Participants Total Assets
2022 1 2,243 $213M
2023 1 2,433 $296M
2024 1 3,026 $514M

Nearby 401(k) Plans in Ohio

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

Broadstreet 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Broadstreet 401(k) Plan, Total assets ($B): 0.513628198 · Participants: 3026Broadstreet 401(k) 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
Broadstreet 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Broadstreet 401(k) Plan side-by-side with 3 peers →

Broadstreet 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Chg Companies, Inc. Employee 401(k) Plan in UT ($513M); by covered participants it is Pentagon Federal Credit Union Thrift/Savings Plan in VA (3,026 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($514M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,026 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 Broadstreet 401(k) Plan assets move in 2024? ▼
Broadstreet 401(k) Plan surged - up 73.7% during 2024, from $296M to $514M. Reported net income was $78M.
How have Broadstreet Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broadstreet Partners, Inc.'s sponsor-wide assets grew 141.4%, from $213M to $514M.
Where does Broadstreet 401(k) Plan rank by assets among Form 5500 filers? ▼
Broadstreet 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Broadstreet 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chg Companies, Inc. Employee 401(k) Plan in UT ($513M, 10,222 participants).
Which 401(k) plans cover a similar participant headcount to Broadstreet 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pentagon Federal Credit Union Thrift/Savings Plan in VA (3,026 participants, $391M 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 310982037.

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.