401(k) · DOL Form 5500 · 2024

Broadview Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$246M
Total assets Near avg plan size
1,532
Participants Near avg headcount
95th
Percentile by assets National rank
$160,376
Avg per participant Above avg balance/head
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Official DOL plan name: Broadview Retirement Savings Plan · Sponsored by Broadview Federal Credit Union · New York · Finance & Insurance

$246M in assets, 1,532 participants

Broadview Federal Credit Union's Broadview Retirement Savings Plan reported $246M in total assets and 1,532 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,866 in Finance & Insurance (8,549 peers)

Where Broadview Retirement Savings Plan sits by assets

Broadview Retirement Savings Plan sits in the top 5% of all filed plans by assets, $246M for 1,532 participants (~$160,376/participant), up 13.8% in 2024.

#7,866
in Finance & Insurance (8,549 peers)
+13.8%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Broadview Retirement Savings Plan's outsized position by total assets

Broadview Retirement Savings Plan vs every filed plan by assets

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

$245,696,196 Top 5% higher than 95% 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

Broadview Retirement 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. Broadview Retirement Savings Plan lands in the large band (1,532 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Broadview Retirement Savings Plan reported participants rose from 1,008 in the plan year 2023 filing to 1,532 in the plan year 2024 filing.
  • Broadview Retirement Savings Plan end-of-year assets rose from $216M in the plan year 2023 filing to $246M in the plan year 2024 filing.
  • Broadview Retirement Savings Plan reported net income rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 141338566 · Broadview Federal Credit Union PY 2024 · 401(k)

Broadview Retirement Savings Plan · $246M · 1,532 · 95th

  • SCH $246M
  • SCH 1,532
  • SCH 95th
  • SCH 401(k)
  • SCH near My Savings Plan (Union)
  • SCH ind #7866

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 New York →

Broadview Retirement Savings Plan in the asset neighbourhood

Enviri Retirement Savings and Investment PlanEnviri Retirement Savings an…$246MBroadview Retirement Savings PlanBroadview Retirement Savings…$246MMy Savings Plan (Union)$246MEnergysolutions, LLC 401(k) Profit Sharing PlanEnergysolutions, LLC 401(k) …$245MNational Education Association 401(k) Retirement Savings PlanNational Education Associati…$245M
End-of-year total assets ($M) among Broadview 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)$216M
Net Assets (End of Year)$246M
Net Income$30M
Employer EIN141338566
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broadview Federal Credit Union)

Sponsor-wide plan assets over time

All Broadview Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$246M 114.7506564680464% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $114M $246M ▲ +114.8%
Year Plans Participants Total Assets
2022 3 2,215 $114M
2023 1 1,008 $216M
2024 1 1,532 $246M

Nearby 401(k) Plans in New York

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

Broadview Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Broadview Retirement Savings Plan, Total assets ($B): 0.245696196 · Participants: 1532Broadview Retirement Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Broadview Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Broadview Retirement Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is My Savings Plan (Union) in KY ($246M); by covered participants it is Pace Supply Corp. 401(k) Plan in CA (1,532 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($246M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,532 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 Broadview Retirement Savings Plan assets move in 2024? ▼
Broadview Retirement Savings Plan grew at a solid clip - up 13.8% during 2024, from $216M to $246M. Reported net income was $30M.
How have Broadview Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broadview Federal Credit Union's sponsor-wide assets grew 114.8%, from $114M to $246M.
Where does Broadview Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Broadview Retirement Savings Plan ranks in the 95th 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 Broadview Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is My Savings Plan (Union) in KY ($246M, 4,578 participants).
Which 401(k) plans cover a similar participant headcount to Broadview Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pace Supply Corp. 401(k) Plan in CA (1,532 participants, $99M 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 141338566.

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.