401(k) · DOL Form 5500 · 2022

Word & Brown Insurance Administrators, Inc. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
533
Participants Below avg headcount
90th
Percentile by assets National rank
$128,667
Avg per participant Near avg balance/head
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Official DOL plan name: Word & Brown 401(k) Retirement Plan · Sponsored by Word & Brown Insurance Administrators, Inc. · California · Finance & Insurance

$69M in assets, 533 participants

Word & Brown Insurance Administrators, Inc.'s Word & Brown 401(k) Retirement Plan reported $69M in total assets and 533 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,838 in Finance & Insurance (9,261 peers)

Where Word & Brown 401(k) Retirement Plan sits by assets

Word & Brown 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $69M for 533 participants (~$128,667/participant), down 15.2% in 2022.

#7,838
in Finance & Insurance (9,261 peers)
-15.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Word & Brown 401(k) Retirement Plan's outsized position by total assets

Word & Brown 401(k) Retirement Plan vs every filed plan by assets

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

$68,579,578 Top 10% higher than 90% 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

Word & Brown 401(k) Retirement 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. Word & Brown 401(k) Retirement Plan sits mid-pack in the medium band (533 participants).

EBSA filing schedule strip

Filing strip 953161239 · Word & Brown Insurance Administrators, Inc. PY 2022 · 401(k)

Word & Brown 401(k) Retirement Plan · $69M · 533 · 90th

  • ASSETS $69M
  • ASSETS 533
  • ASSETS 90th
  • ASSETS 401(k)
  • ASSETS near Pacific Cataract and Laser Institute, Inc. PC 401(k) Plan
  • ASSETS ind #7838

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 →

Word & Brown 401(k) Retirement Plan in the asset neighbourhood

Pacific Cataract and Laser Institute, Inc. PC 401(k) PlanPacific Cataract and Laser I…$69MWord & Brown 401(k) Retirement PlanWord & Brown 401(k) Retireme…$69MOss Orthopaedic Hospital, LLC 401(k) Plan & TrustOss Orthopaedic Hospital, LL…$69MEnhance Therapies 401(k) Plan$69MTecan U.S. Inc. 401(k) Plan$69M
End-of-year total assets ($M) among Word & Brown 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$69M
Net Income-$12M
Employer EIN953161239
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Word & Brown Insurance Administrators, Inc.)

Sponsor-wide plan assets over time

All Word & Brown Insurance Administrators, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 36.917520839804524% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $68.6M $93.9M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 533 $69M
2023 1 534 $80M
2024 1 562 $94M

Nearby 401(k) Plans in California

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

Word & Brown 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Word & Brown 401(k) Retirement Plan, Total assets ($B): 0.068579578 · Participants: 533Word & Brown 401(k) Retirement 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
Word & Brown 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Word & Brown 401(k) Retirement Plan side-by-side with 3 peers →

Word & Brown 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pacific Cataract and Laser Institute, Inc. PC 401(k) Plan in WA ($69M); by covered participants it is Endeavor Business Media, Inc. 401(k) Plan in TN (533 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (533 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 Word & Brown 401(k) Retirement Plan assets move in 2022? ▼
Word & Brown 401(k) Retirement Plan declined sharply - down 15.2% during 2022, from $81M to $69M. Reported net income was -$12M.
How have Word & Brown Insurance Administrators, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Word & Brown Insurance Administrators, Inc.'s sponsor-wide assets grew 36.9%, from $69M to $94M.
Where does Word & Brown 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Word & Brown 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Word & Brown 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Cataract and Laser Institute, Inc. PC 401(k) Plan in WA ($69M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Word & Brown 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Endeavor Business Media, Inc. 401(k) Plan in TN (533 participants, $23M 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 953161239.

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.