Brookfield Asset Management 401(k) match, vesting and fees
What Brookfield Asset Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Co of Ame | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 15 defined-contribution plans in real estate and rental and leasing with 5,000 to 9,999 participants.
| Brookfield Asset Management: employer contribution per participant | $4,435 | |
| Peer median | $1,849 |
| Brookfield Asset Management: average balance | $150,918 | |
| Peer median | $61,541 |
| Brookfield Asset Management: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.1B at the end of plan year 2023 to $1.2B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,312 | $1.2B | $36M | $4,435 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 8,630 | $1.1B | $38.4M | $4,520 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Brookfield Asset Management match 401(k) contributions?
The match terms for the Brookfield 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $36M in employer contributions, about $4,435 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Brookfield Asset Management 401(k) match vested?
The vesting schedule for the Brookfield 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Brookfield Asset Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co of Ame. The plan administrator is The Committee As Defined by the Plan.
I left Brookfield Asset Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Committee As Defined by the Plan, (212) 417-7000) or the recordkeeper, Empower Annuity Insurance Co of Ame. The Brookfield Asset Management old 401(k) page lists the contacts from every plan filing. Find an old Brookfield Asset Management 401(k)
Data from the public Form 5500 annual reports Brookfield Asset Management filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Brookfield Asset Management. Not financial advice. Report a correction · Methodology