401(k) · DOL Form 5500 · 2022

Brown Investment Advisory & Trust Company 401(k) Plan

Data updated 2026-08-25

$183M
Total assets Near avg plan size
766
Participants Near avg headcount
95th
Percentile by assets National rank
$238,502
Avg per participant Above avg balance/head
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Official DOL plan name: Brown Advisory 401(k) Plan · Sponsored by Brown Investment Advisory & Trust Company · Maryland · Finance & Insurance

$183M in assets, 766 participants

Brown Investment Advisory & Trust Company's Brown Advisory 401(k) Plan reported $183M in total assets and 766 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,533 in Finance & Insurance (9,261 peers)

Where Brown Advisory 401(k) Plan sits by assets

Brown Advisory 401(k) Plan sits in the top 5% of all filed plans by assets, $183M for 766 participants (~$238,502/participant), down 17.9% in 2022.

#8,533
in Finance & Insurance (9,261 peers)
-17.9%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brown Advisory 401(k) Plan's outsized position by total assets

Brown Advisory 401(k) Plan vs every filed plan by assets

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

$182,692,728 Top 5% higher than 95% 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 Advisory 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 Advisory 401(k) Plan sits mid-pack in the medium band (766 participants).

Form 5500 schedule snapshot

Filing strip 521811121 · Brown Investment Advisory & Trust Company PY 2022 · 401(k)

Brown Advisory 401(k) Plan · $183M · 766 · 95th

  • TYPE $183M
  • TYPE 766
  • TYPE 95th
  • TYPE 401(k)
  • TYPE near Grayrobinson 401(k) Plan
  • TYPE ind #8533

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 Maryland →

Brown Advisory 401(k) Plan in the asset neighbourhood

Grayrobinson 401(k) Plan$183MBrown Advisory 401(k) Plan$183MNew Mexico Electricians Retirement Benefit FundNew Mexico Electricians Reti…$183MThe Alamo Group (USA) Inc. 401(k) Retirement and Savings PlanThe Alamo Group (USA) Inc. 4…$183MCfa Institute 401(k) Plan$183M
End-of-year total assets ($M) among Brown Advisory 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$223M
Net Assets (End of Year)$183M
Net Income-$40M
Employer EIN521811121
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown Investment Advisory & Trust Company)

Sponsor-wide plan assets over time

All Brown Investment Advisory & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$276M 50.97696992077319% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $183M $276M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 766 $183M
2023 1 789 $233M
2024 1 801 $276M

Nearby 401(k) Plans in Maryland

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

Brown Advisory 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Brown Advisory 401(k) Plan, Total assets ($B): 0.182692728 · Participants: 766Brown Advisory 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Brown Advisory 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Brown Advisory 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Grayrobinson 401(k) Plan in FL ($183M); by covered participants it is Equitrans Midstream Corporation Employee Savings Plan in PA (766 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($183M here).

Similar participant headcount

Nearest other-state filings by covered participants (766 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 Advisory 401(k) Plan assets move in 2022? ▼
Brown Advisory 401(k) Plan declined sharply - down 17.9% during 2022, from $223M to $183M. Reported net income was -$40M.
How have Brown Investment Advisory & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown Investment Advisory & Trust Company's sponsor-wide assets grew 51.0%, from $183M to $276M.
Where does Brown Advisory 401(k) Plan rank by assets among Form 5500 filers? ▼
Brown Advisory 401(k) Plan ranks in the 95th 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 Advisory 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grayrobinson 401(k) Plan in FL ($183M, 522 participants).
Which 401(k) plans cover a similar participant headcount to Brown Advisory 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Equitrans Midstream Corporation Employee Savings Plan in PA (766 participants, $197M 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 521811121.

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.