Defined Benefit (Pension) · DOL Form 5500 · 2022

Brown Brothers Harriman & Co. Pension Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
211
Participants Below avg headcount
94th
Percentile by assets National rank
$601,587
Avg per participant High balance/head
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Official DOL plan name: Cash Balance Retirement Plan of Brown Brothers Harriman & Co. · Sponsored by Brown Brothers Harriman & Co. · New York · Finance & Insurance

$127M in assets, 211 participants

Brown Brothers Harriman & Co.'s Cash Balance Retirement Plan of Brown Brothers Harriman & Co. reported $127M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,342 in Finance & Insurance (9,261 peers)

Coverage in New York

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. covers 211 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $127M.

#8,342
in Finance & Insurance (9,261 peers)
-12.5%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cash Balance Retirement Plan of Brown Brothers Harriman & Co.'s outsized position by total assets

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. vs every filed plan by assets

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

$126,934,870 Top 6% higher than 94% 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

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. 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. Cash Balance Retirement Plan of Brown Brothers Harriman & Co. sits mid-pack in the medium band (211 participants).

Form 5500 schedule snapshot

Filing strip 134973745 · Brown Brothers Harriman & Co. PY 2022 · Defined Benefit (Pension)

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. · $127M · 211 · 94th

  • VS-ST $127M
  • BOY 211
  • SCH 94th
  • EBSA Defined Benefit (Pension)
  • PART near Efw Inc. Consolidated Retirement Plan
  • TYPE ind #8342

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 →

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. in the asset neighbourhood

Cash Balance Retirement Plan of Brown Brothers Harriman & Co.Cash Balance Retirement Plan…$127MEfw Inc. Consolidated Retirement PlanEfw Inc. Consolidated Retire…$127MHickory Springs Retirement PlanHickory Springs Retirement P…$127MClopay Ames Pension Plan$127MU.a.P.P. Local Union No.142 Pension PlanU.a.P.P. Local Union No.142 …$127M
End-of-year total assets ($M) among Cash Balance Retirement Plan of Brown Brothers Harriman & Co. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$127M
Net Income-$18M
Employer EIN134973745
Plan Effective Date1945-01-01
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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Cash Balance Retirement Plan of Brown Brothers Harriman & Co., Total assets ($B): 0.12693487 · Participants: 211Cash Balance Retirement Plan of Brown Brothers Harriman & Co.IBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Cash Balance Retirement Plan of Brown Brothers Harriman & Co. side-by-side with 3 peers →

Cash Balance Retirement Plan of Brown Brothers Harriman & Co.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Efw Inc. Consolidated Retirement Plan in TX ($127M); by covered participants it is Colonial Pipeline Company Retirement Plan in GA (211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($127M here).

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Cash Balance Retirement Plan of Brown Brothers Harriman & Co. assets move in 2022? ▼
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. pulled back noticeably - down 12.5% during 2022, from $145M to $127M. Reported net income was -$18M.
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 Cash Balance Retirement Plan of Brown Brothers Harriman & Co. rank by assets among Form 5500 filers? ▼
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cash Balance Retirement Plan of Brown Brothers Harriman & Co.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Efw Inc. Consolidated Retirement Plan in TX ($127M, 293 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cash Balance Retirement Plan of Brown Brothers Harriman & Co.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Colonial Pipeline Company Retirement Plan in GA (211 participants, $72M 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.