ESOP · DOL Form 5500 · 2022
Brown Capital Management Holdings, Inc. ESOP
Data updated 2026-08-11
- $368M
- Total assets
- 34
- Participants
- 97th
- Percentile by assets
- $10.8M
- Avg per participant
Official DOL plan name: Brown Capital Management ESOP · Sponsored by Brown Capital Management Holdings, Inc. · Maryland · Finance & Insurance
$368M in assets, 34 participants
Brown Capital Management Holdings, Inc.'s Brown Capital Management ESOP reported $368M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #8,810 in Finance & Insurance (9,261 peers)
Where Brown Capital Management ESOP sits by assets
Brown Capital Management ESOP sits in the top 5% of all filed plans by assets, $368M for 34 participants (~$10.8M/participant), down 16.2% in 2022.
- $368M
- total plan assets (2022 EOY)
- 34
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $10.8M
- avg assets per participant
The plan reported a net loss of $70M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brown Capital Management ESOP vs the 2022 asset distribution
By assets, Brown Capital Management ESOP outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $440M |
|---|---|
| Net Assets (End of Year) | $294M |
| Net Income | -$70M |
| Employer EIN | 811880665 |
| Plan Effective Date | 2016-03-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown Capital Management Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $368M |
| 2023 | 1 | 35 | $320M |
| 2024 | 1 | 35 | $211M |
Nearby ESOP Plans in Maryland
Peer ESOP plans, same state, same plan type, ranked by total assets.
Brown Capital Management ESOP vs. nearby ESOP plans in Maryland, assets vs. participants
- Evapco, Inc. Employee Stock Ownership Plan $876M · 1,522
- Westat, Inc. Employee Stock Ownership Plan $371M · 2,842
- Kci Technologies, Inc. Employee Stock Ownership Plan $289M · 1,580
- Lockheed Martin Corporation Capital Accumulation Plan $247M · 4,213
- Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan $110M · 526
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Brown Capital Management ESOP by total assets, not by location.
Frequently Asked Questions
How did Brown Capital Management ESOP assets move in 2022? ▼
How have Brown Capital Management Holdings, Inc. plan assets changed over time? ▼
Where does Brown Capital Management ESOP rank by assets among Form 5500 filers? ▼
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Next read for Brown Capital Management ESOP
Scale reading
Ways to act on Brown Capital Management ESOP's numbers.
- By total assets, Brown Capital Management ESOP ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
- Brown Capital Management Holdings, Inc.'s sponsor-wide assets have declined 42.6% since 2022 across 3 plan years on file. More Finance & Insurance plans