How big is Brookdale II's plan?

Brookdale II's plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20250814104956NAL0027703938001

Brookdale II

Name: Brookdale II — Brookdale II Cash Balance Plan, Form 5500 (2024)
Creator: Brookdale II
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brookdale II Cash Balance Plan

Defined-benefit pension plan · Brookdale II's Brookdale II Cash Balance Plan held $2.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

MS. Karen Hawthorn signed Brookdale II's 2024 Form 5500 as plan administrator.

MS. Karen Hawthorn — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brookdale II's EIN is 83-3653786.

EIN 83-3653786

Plan number 002

Plan year 2024

ACK ID 20250814104956NAL0027703938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brookdale II from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brookdale II's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROOKDALE II.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

BROOKDALE II

EIN

all filings

Address

1177 HIGH RIDGE RD · STAMFORD, CT · 06905

Phone

(203) 569-9697

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

Excel Partners, Inc.

Excel Partners, Inc. 401(k) Plan

$2.1M · 14 participants

Isearch Group, Inc.

Isearch Group, Inc. Cash Balance Plan

$2.1M · 3 participants

Martin Truex Jr. Employee Leasing, Inc.

Martin Truex Jr. Employee Leasing, Inc. 401(k) Plan

$2.1M · 52 participants

Coleman LEW & Associates, Inc.

Coleman LEW & Associates, Inc. Profit Sharing & 401(k) Plan

$2.1M · 12 participants

Road Dog Industrial LLC

Road Dog Industrial 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.