ESOP · DOL Form 5500 · 2022

Brown Capital Management Holdings, Inc. ESOP

Data updated 2026-08-25

$368M
Total assets Above avg plan size
34
Participants Small participant base
97th
Percentile by assets National rank
$10.8M
Avg per participant High balance/head
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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.

  • #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.

#8,810
in Finance & Insurance (9,261 peers)
-16.2%
assets change YoY
3.7×
vs typical plan assets (national mean)

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's outsized position by total assets

Brown Capital Management ESOP vs every filed plan by assets

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

$368,113,953 Top 3% higher than 97% 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 Capital Management ESOP among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown Capital Management ESOP is a small filing (34 participants) on this national headcount ladder.

DOL schedule card

Filing strip 811880665 · Brown Capital Management Holdings, Inc. PY 2022 · ESOP

Brown Capital Management ESOP · $368M · 34 · 97th

  • IND $368M
  • EOY 34
  • 5500 97th
  • ASSETS ESOP
  • PCT near Mott Corporation Employee Stock Ownership Plan
  • EIN ind #8810

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 What is an ESOP? → · Plans in Maryland →

Brown Capital Management ESOP in the asset neighbourhood

Okonite Company Employees Stock Ownership PlanOkonite Company Employees St…$376MPbi-Gordon Companies, Inc. Employee Stock Ownership PlanPbi-Gordon Companies, Inc. E…$370MBrown Capital Management ESOP$368MMott Corporation Employee Stock Ownership PlanMott Corporation Employee St…$368MAnnett Holdings, Inc. Employee Stock Ownership Plan & TrustAnnett Holdings, Inc. Employ…$362M
End-of-year total assets ($M) among Brown Capital Management ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$440M
Net Assets (End of Year)$294M
Net Income-$70M
Employer EIN811880665
Plan Effective Date2016-03-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown Capital Management Holdings, Inc.)

Sponsor-wide plan assets over time

All Brown Capital Management Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$211M 42.58279663743145% vs 2022
2024 filing year
$150M$200M$250M$300M$350M$400M 202220232024 $368M $211M ▼ -42.6%
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 Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Brown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation PlanEa Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan, Total assets ($M): 110.102964 · Participants: 526Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan
Brown Capital Management ESOP vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Brown Capital Management ESOP side-by-side with 3 peers →

Brown Capital Management ESOP's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Mott Corporation Employee Stock Ownership Plan in CT ($368M); by covered participants it is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Capital Management ESOP assets move in 2022? ▼
Brown Capital Management ESOP declined sharply - down 16.2% during 2022, from $440M to $368M. Reported net income was -$70M.
How have Brown Capital Management Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown Capital Management Holdings, Inc.'s sponsor-wide assets declined 42.6%, from $368M to $211M.
Where does Brown Capital Management ESOP rank by assets among Form 5500 filers? ▼
Brown Capital Management ESOP ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Brown Capital Management ESOP? ▼
Among ESOP plans in other states, the closest by assets is Mott Corporation Employee Stock Ownership Plan in CT ($368M, 212 participants).
Which ESOP plans cover a similar participant headcount to Brown Capital Management ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants, $892K 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 811880665.

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.