401(k) · DOL Form 5500 · 2024

Broadview Investments, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
284
Participants Below avg headcount
55th
Percentile by assets National rank
$33,904
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pharma Tech Industries 401(k) Plan · Sponsored by Broadview Investments, LLC · Georgia · Manufacturing

$10M in assets, 284 participants

Broadview Investments, LLC's Pharma Tech Industries 401(k) Plan reported $10M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,193 in Manufacturing (17,777 peers)

Coverage in Georgia

Pharma Tech Industries 401(k) Plan covers 284 participants in Georgia, about 26% of the average Georgia filer (state average ~1,096 per filing). Assets: $10M.

#7,193
in Manufacturing (17,777 peers)
-13.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pharma Tech Industries 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Pharma Tech Industries 401(k) Plan vs every filed plan by assets

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

$9,628,665 Top 45% higher than 55% 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

Pharma Tech Industries 401(k) 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. Pharma Tech Industries 401(k) Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pharma Tech Industries 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Pharma Tech Industries 401(k) Plan reported participants fell from 332 in the plan year 2023 filing to 284 in the plan year 2024 filing.
  • Pharma Tech Industries 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 202971461 · Broadview Investments, LLC PY 2024 · 401(k)

Pharma Tech Industries 401(k) Plan · $10M · 284 · 55th

  • PHOTO $10M
  • IND 284
  • EOY 55th
  • 5500 401(k)
  • ASSETS near Vail Rubber Works, Inc. Retirement Savings Plan
  • PCT ind #7193

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 Manufacturing retirement plans → · Plans in Georgia →

Pharma Tech Industries 401(k) Plan in the asset neighbourhood

Pharma Tech Industries 401(k) PlanPharma Tech Industries 401(k…$10MVail Rubber Works, Inc. Retirement Savings PlanVail Rubber Works, Inc. Reti…$10MElite Dental Partners, LLC 401(k) PlanElite Dental Partners, LLC 4…$10MSusquehanna Community Bank Profit Sharing PlanSusquehanna Community Bank P…$10MSam Carbis Solutions Group, LLC 401(k) PlanSam Carbis Solutions Group, …$10M
End-of-year total assets ($M) among Pharma Tech Industries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN202971461
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broadview Investments, LLC)

Sponsor-wide plan assets over time

All Broadview Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 2.959207182699632% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.92M $9.63M ▼ -2.9%
Year Plans Participants Total Assets
2022 1 257 $10M
2023 1 332 $11M
2024 1 284 $10M

Nearby 401(k) Plans in Georgia

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

Pharma Tech Industries 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Pharma Tech Industries 401(k) Plan, Total assets ($B): 0.009628665 · Participants: 284Pharma Tech Industries 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Pharma Tech Industries 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Pharma Tech Industries 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Vail Rubber Works, Inc. Retirement Savings Plan in MI ($10M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Pharma Tech Industries 401(k) Plan assets move in 2024? ▼
Pharma Tech Industries 401(k) Plan pulled back noticeably - down 13.5% during 2024, from $11M to $10M. Reported net income was -$1M.
How have Broadview Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broadview Investments, LLC's sponsor-wide assets declined 3.0%, from $10M to $10M.
Which 401(k) plans are similar in size to Pharma Tech Industries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vail Rubber Works, Inc. Retirement Savings Plan in MI ($10M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Pharma Tech Industries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown/Loyal 401(k) Plan in NH (284 participants, $16M 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 202971461.

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.