401(k) · DOL Form 5500 · 2022

Brown Brothers Harriman & Co. 401(k) Plan

Data updated 2026-08-11

$1.1B
Total assets
3,000
Participants
99th
Percentile by assets
$382,419
Avg per participant
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Official DOL plan name: 59 Wall Street Capital Accumulation Plan · Sponsored by Brown Brothers Harriman & Co. · New York · Finance & Insurance

$1.1B in assets, 3,000 participants

Brown Brothers Harriman & Co.'s 59 Wall Street Capital Accumulation Plan reported $1.1B in total assets and 3,000 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,126 plans)
  • #9,082 in Finance & Insurance (9,261 peers)

Coverage in New York

59 Wall Street Capital Accumulation Plan covers 3,000 participants in New York, 3.8x the typical New York plan (state average ~798 per filing). Assets: $1.1B.

$1.1B
total plan assets (2022 EOY)
3,000
covered participants
99th
percentile by assets (of 139,126 plans)
$382,419
avg assets per participant

The plan reported a net loss of $251M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. 59 Wall Street Capital Accumulation Plan reports 3,000 participants - 3.8x that state average ($1.1B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.1B
Net Income-$251M
Employer EIN134973745
Plan Effective Date1982-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown Brothers Harriman & Co.)

$1.2B$1.4B$1.6B$1.8B 202220232024 $1.27B $1.65B ▲ +29.9%
Total plan assets by year, all Brown Brothers Harriman & Co. plans on file
Year Plans Participants Total Assets
2022 2 3,211 $1.3B
2023 2 3,255 $1.5B
2024 2 3,495 $1.7B

Nearby 401(k) Plans in New York

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

59 Wall Street Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants

59 Wall Street Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 59 Wall Street Capit…IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
59 Wall Street Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to 59 Wall Street Capital Accumulation Plan by total assets, not by location.

Frequently Asked Questions

How did 59 Wall Street Capital Accumulation Plan assets move in 2022?
59 Wall Street Capital Accumulation Plan declined sharply - down 18.0% during 2022, from $1.4B to $1.1B. Reported net income was -$251M.
How have Brown Brothers Harriman & Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Brown Brothers Harriman & Co.'s sponsor-wide assets grew 29.6%, from $1.3B to $1.7B.
Where does 59 Wall Street Capital Accumulation Plan rank by assets among Form 5500 filers?
59 Wall Street Capital Accumulation Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to 59 Wall Street Capital Accumulation Plan?
Among 401(k) plans in other states, the closest by assets is Republic National 401(k) Plan in GA ($1.1B, 11,237 participants).

Next read for 59 Wall Street Capital Accumulation Plan

Filing takeaways

Ways to act on 59 Wall Street Capital Accumulation Plan's numbers.