401(k) · DOL Form 5500 · 2023

Brown Winick Law Firm 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
129
Participants Small participant base
86th
Percentile by assets National rank
$421,325
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan · Sponsored by Brown Winick Law Firm · Iowa · Professional & Technical Services

$54M in assets, 129 participants

Brown Winick Law Firm's Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan reported $54M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,765 in Professional & Technical Services (20,321 peers)

Coverage in Iowa

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan covers 129 participants in Iowa, about 21% of the average Iowa filer (state average ~609 per filing). Assets: $54M.

#17,765
in Professional & Technical Services (20,321 peers)
+25.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan's outsized position by total assets

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$54,350,933 Top 14% higher than 86% of 127,068 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 2023

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan reported participants rose from 116 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420704554 · Brown Winick Law Firm PY 2023 · 401(k)

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan · $54M · 129 · 86th

  • TYPE $54M
  • TYPE 129
  • TYPE 86th
  • TYPE 401(k)
  • TYPE near Silver Freedman Taff & Tiernan LLP 401(k) Profit Sharing Plan
  • TYPE ind #17765

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 Professional & Technical Services retirement plans → · Plans in Iowa →

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan in the asset neighbourhood

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) PlanBrown, Winick, Graves, Gross…$54MSilver Freedman Taff & Tiernan LLP 401(k) Profit Sharing PlanSilver Freedman Taff & Tiern…$54MRite-Solutions Savings & Investment PlanRite-Solutions Savings & Inv…$54MBayport Polymers LLC 401(k) Savings PlanBayport Polymers LLC 401(k) …$54MPembina U.S. Corporation Wealth Accumulation PlanPembina U.S. Corporation Wea…$54M
End-of-year total assets ($M) among Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$54M
Net Income$11M
Employer EIN420704554
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown Winick Law Firm)

Sponsor-wide plan assets over time

All Brown Winick Law Firm plans reported in each filing year

Latest sponsor-wide plan assets
$63M 45.08514361404982% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.3M $62.8M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 116 $43M
2023 1 129 $54M
2024 1 143 $63M

Nearby 401(k) Plans in Iowa

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

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan, Total assets ($B): 0.054350933 · Participants: 129Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan side-by-side with 3 peers →

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Silver Freedman Taff & Tiernan LLP 401(k) Profit Sharing Plan in DC ($54M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan assets move in 2023? ▼
Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan grew sharply - up 25.6% during 2023, from $43M to $54M. Reported net income was $11M.
How have Brown Winick Law Firm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown Winick Law Firm's sponsor-wide assets grew 45.1%, from $43M to $63M.
Where does Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Silver Freedman Taff & Tiernan LLP 401(k) Profit Sharing Plan in DC ($54M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420704554.

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.