401(k) · DOL Form 5500 · 2022

Brown and Caldwell 401(k) Plan

Data updated 2026-08-11

$420M
Total assets
1,804
Participants
98th
Percentile by assets
$232,543
Avg per participant
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Official DOL plan name: Brown and Caldwell Savings Plan · Sponsored by Brown and Caldwell · California · Professional & Technical Services

$420M in assets, 1,804 participants

Brown and Caldwell's Brown and Caldwell Savings Plan reported $420M in total assets and 1,804 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #21,200 in Professional & Technical Services (21,562 peers)

Coverage in California

Brown and Caldwell Savings Plan covers 1,804 participants in California, 2.9x the typical California plan (state average ~630 per filing). Assets: $420M.

$420M
total plan assets (2022 EOY)
1,804
covered participants
98th
percentile by assets (of 139,126 plans)
$232,543
avg assets per participant

The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Brown and Caldwell Savings Plan sits by total assets

Brown and Caldwell Savings Plan vs every filed plan by assets

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

$419,507,623 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Brown and Caldwell Savings Plan reports 1,804 participants - 2.9x that state average ($420M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$500M
Net Assets (End of Year)$420M
Net Income-$82M
Employer EIN941446346
Plan Effective Date1985-04-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown and Caldwell)

$400M$500M$600M$700M 202220232024 $477M $665M ▲ +39.4%
Total plan assets by year, all Brown and Caldwell plans on file
Year Plans Participants Total Assets
2022 2 3,758 $477M
2023 2 4,020 $574M
2024 2 4,389 $665M

Nearby 401(k) Plans in California

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

Brown and Caldwell Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -1001020304050 Total assets ($B) Participants Brown and Caldwell S…, Total assets ($B): 0.419507623 · Participants: 1804Brown and Caldwell S…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
Brown and Caldwell Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Brown and Caldwell Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Brown and Caldwell Savings Plan assets move in 2022?
Brown and Caldwell Savings Plan declined sharply - down 16.1% during 2022, from $500M to $420M. Reported net income was -$82M.
How have Brown and Caldwell plan assets changed over time?
Across 3 plan years on file (2022-2024), Brown and Caldwell's sponsor-wide assets grew 39.4%, from $477M to $665M.
Where does Brown and Caldwell Savings Plan rank by assets among Form 5500 filers?
Brown and Caldwell Savings Plan ranks in the 98th 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 401(k) plans are similar in size to Brown and Caldwell Savings Plan?
Among 401(k) plans in other states, the closest by assets is Federal Signal Corporation Retirement Savings Plan in IL ($420M, 2,876 participants).

Filing takeaways

Ways to act on Brown and Caldwell Savings Plan's numbers.