401(k) · DOL Form 5500 · 2022

Brown Brothers Harriman & Co. 401(k) Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
3,000
Participants Above avg headcount
99th
Percentile by assets National rank
$382,419
Avg per participant High balance/head
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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.

  • #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.

#9,082
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY
12×
vs typical plan assets (national mean)

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.

59 Wall Street Capital Accumulation Plan's outsized position by total assets

59 Wall Street Capital Accumulation Plan vs every filed plan by assets

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

$1,147,258,103 Top 1% higher than 99% 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

59 Wall Street Capital Accumulation Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 59 Wall Street Capital Accumulation Plan lands in the large band (3,000 participants).

Plan-year Form 5500 strip

Filing strip 134973745 · Brown Brothers Harriman & Co. PY 2022 · 401(k)

59 Wall Street Capital Accumulation Plan · $1.1B · 3,000 · 99th

  • NET $1.1B
  • BOOK 3,000
  • VS-ST 99th
  • BOY 401(k)
  • SCH near Republic National 401(k) Plan
  • EBSA ind #9082

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 New York →

59 Wall Street Capital Accumulation Plan in the asset neighbourhood

59 Wall Street Capital Accumulation Plan59 Wall Street Capital Accum…$1.1BRepublic National 401(k) Plan$1.1BArrow Electronics Savings PlanArrow Electronics Savings Pl…$1.1BVulcan 401(k) Plan$1.1BJackson National Life Insurance Company Defined Contribution PlanJackson National Life Insura…$1.1B
End-of-year total assets ($B) among 59 Wall Street Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Brown Brothers Harriman & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 29.603320375555075% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B 202220232024 $1.27B $1.65B ▲ +29.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 59 Wall Street Capital Accumulation Plan, Total assets ($B): 1.147258103 · Participants: 300059 Wall Street Capital Accumulation PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
59 Wall Street Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare 59 Wall Street Capital Accumulation Plan side-by-side with 3 peers →

59 Wall Street Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Republic National 401(k) Plan in GA ($1.1B); by covered participants it is Diversicare Healthcare Services, Inc. Savings Plan and Trust in TN (3,000 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (3,000 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 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).
Which 401(k) plans cover a similar participant headcount to 59 Wall Street Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Diversicare Healthcare Services, Inc. Savings Plan and Trust in TN (3,000 participants, $32M 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 134973745.

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.