401(k) · DOL Form 5500 · 2022
Brown Investment Advisory & Trust Company 401(k) Plan
Data updated 2026-08-11
- $183M
- Total assets
- 766
- Participants
- 95th
- Percentile by assets
- $238,502
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $183M
- total plan assets (2022 EOY)
- 766
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $238,502
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Brown Advisory 401(k) Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $223M |
|---|---|
| Net Assets (End of Year) | $183M |
| Net Income | -$40M |
| Employer EIN | 521811121 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown Investment Advisory & Trust Company)
| 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
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Brown Advisory 401(k) Plan by total assets, not by location.
- Grayrobinson 401(k) Plan (FL) $183M · 522
- New Mexico Electricians Retirement Benefit Fund (NM) $183M · 1,353
- The Alamo Group (USA) Inc. 401(k) Retirement and Savings Plan (TX) $183M · 2,512
- Cfa Institute 401(k) Plan (VA) $183M · 445
Frequently Asked Questions
How did Brown Advisory 401(k) Plan assets move in 2022? ▼
How have Brown Investment Advisory & Trust Company plan assets changed over time? ▼
Where does Brown Advisory 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Brown Advisory 401(k) Plan? ▼
Next read for Brown Advisory 401(k) Plan
Scale reading
Ways to act on Brown Advisory 401(k) Plan's numbers.
- By total assets, Brown Advisory 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
- Brown Investment Advisory & Trust Company's sponsor-wide assets have grown 51.0% since 2022 across 3 plan years on file. More Finance & Insurance plans