401(k) · DOL Form 5500 · 2022

Brown & Riding Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
306
Participants Below avg headcount
86th
Percentile by assets National rank
$130,680
Avg per participant Near avg balance/head
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Official DOL plan name: Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan · Sponsored by Brown & Riding Insurance Services, Inc. · California · Finance & Insurance

$40M in assets, 306 participants

Brown & Riding Insurance Services, Inc.'s Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan reported $40M in total assets and 306 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,184 in Finance & Insurance (9,261 peers)

Coverage in California

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan covers 306 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $40M.

#7,184
in Finance & Insurance (9,261 peers)
-12.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan's outsized position by total assets

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$39,988,090 Top 14% higher than 86% of 139,123 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 2022

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan sits mid-pack in the medium band (306 participants).

Form 5500 schedule snapshot

Filing strip 942679254 · Brown & Riding Insurance Services, Inc. PY 2022 · 401(k)

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan · $40M · 306 · 86th

  • VS-ST $40M
  • VS-ST 306
  • VS-ST 86th
  • VS-ST 401(k)
  • VS-ST near Asmg 401(k) Plan and Trust
  • VS-ST ind #7184

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 California →

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan in the asset neighbourhood

Brown & Riding Insurance Services, Inc. Employees' 401(k) PlanBrown & Riding Insurance Ser…$40MAsmg 401(k) Plan and Trust$40MAnex, Sc 401(k) Profit Sharing PlanAnex, Sc 401(k) Profit Shari…$40MAf Holding Co. and Subsidiaries Retirement PlanAf Holding Co. and Subsidiar…$40MA.N. Deringer, Inc.401(k) PlanA.N. Deringer, Inc.401(k) Pl…$40M
End-of-year total assets ($M) among Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$40M
Net Income-$6M
Employer EIN942679254
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown & Riding Insurance Services, Inc.)

Sponsor-wide plan assets over time

All Brown & Riding Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 40.767508525663516% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40M $56.3M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 306 $40M
2023 1 353 $49M
2024 1 377 $56M

Nearby 401(k) Plans in California

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

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan, Total assets ($B): 0.03998809 · Participants: 306Brown & Riding Insurance Services, Inc. Employees' 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan side-by-side with 3 peers →

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Asmg 401(k) Plan and Trust in MA ($40M); by covered participants it is Anderson Dahlen, Inc. 401(k) & Profit Sharing Plan in MN (306 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (306 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan assets move in 2022? ▼
Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan pulled back noticeably - down 12.2% during 2022, from $46M to $40M. Reported net income was -$6M.
How have Brown & Riding Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown & Riding Insurance Services, Inc.'s sponsor-wide assets grew 40.8%, from $40M to $56M.
Where does Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asmg 401(k) Plan and Trust in MA ($40M, 379 participants).
Which 401(k) plans cover a similar participant headcount to Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Dahlen, Inc. 401(k) & Profit Sharing Plan in MN (306 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942679254.

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.