401(k) · DOL Form 5500 · 2024
Broad River Retail, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 641
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $10,373
- Avg per participant Low balance/head
Official DOL plan name: Broad River Retail Retirement Plan · Sponsored by Broad River Retail, LLC · South Carolina · Retail Trade
$7M in assets, 641 participants
Broad River Retail, LLC's Broad River Retail Retirement Plan reported $7M in total assets and 641 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #4,643 in Retail Trade (8,048 peers)
Broad River Retail, LLC multi-year trail
Broad River Retail, LLC's plans moved +104.0% in assets from 2022 to 2024; this filing shows Broad River Retail Retirement Plan at $7M / 641 participants.
- #4,643
- in Retail Trade (8,048 peers)
- +29.9%
- assets growth YoY
Broad River Retail Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Broad River Retail Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,648,847 47th percentile higher than 47% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Broad River Retail Retirement 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. Broad River Retail Retirement Plan sits mid-pack in the medium band (641 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Broad River Retail Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Broad River Retail Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Broad River Retail Retirement Plan reported participants fell from 655 in the plan year 2023 filing to 641 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 043712520 · Broad River Retail, LLC PY 2024 · 401(k)
Broad River Retail Retirement Plan · $7M · 641 · 47th
- SCH $7M
- SCH 641
- SCH 47th
- SCH 401(k)
- SCH near Mother LLC 401(k) Profit Sharing Plan & Trust
- SCH ind #4643
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 Retail Trade retirement plans → · Plans in South Carolina →
Broad River Retail Retirement Plan in the asset neighbourhood
Broad River Retail, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Broad River Retail, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 104.04530898277282% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 552 | $3M |
| 2023 | 1 | 655 | $5M |
| 2024 | 1 | 641 | $7M |
Broad River Retail, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 043712520 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Broad River Retail Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Mother LLC 401(k) Profit Sharing Plan & Trust in CA ($7M); by covered participants it is The Bancorp, Inc. 401(k) Plan in DE (641 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (641 participants); asset peers above are excluded.
- The Bancorp, Inc. 401(k) Plan (DE) 641 · 0 off
- Repsol Services Company 401(k) Plan (TX) 641 · 0 off
- Geon Performance Solutions 401(k) Plan (OH) 641 · 0 off
- Blue Owl Capital 401(k) Plan (NY) 641 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.