Defined Benefit (Pension) · DOL Form 5500 · 2022

Brown Brothers Harriman & Co. Pension Plan

Data updated 2026-08-11

$127M
Total assets
211
Participants
94th
Percentile by assets
$601,587
Avg per participant
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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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$127M
total plan assets (2022 EOY)
211
covered participants
94th
percentile by assets (of 139,126 plans)
$601,587
avg assets per participant

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.

Where Cash Balance Retirement Plan of Brown Brothers Harriman & Co. sits 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 $2,010,000,000 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

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Cash Balance Retirement Plan of Brown Brothers Harriman & Co. reports 211 participants - about 26% of that state average ($127M EOY assets).

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.)

$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 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

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 Retirem…IBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
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 Br… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Cash Balance Retirement Plan of Brown Brothers Harriman & Co. by total assets, not by location.

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).

Next read for Cash Balance Retirement Plan of Brown Br…

Filing takeaways

Ways to act on Cash Balance Retirement Plan of Brown Brothers Harriman & Co.'s numbers.

  • By total assets, Cash Balance Retirement Plan of Brown Brothers Harriman & Co. ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Brown Brothers Harriman & Co.'s sponsor-wide assets have grown 29.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.