401(k) · DOL Form 5500 · 2023

Brown, Williams, Moorhead & Quinn, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
43rd
Percentile by assets National rank
$572,230
Avg per participant High balance/head
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Official DOL plan name: Brown, Williams, Moorhead & Quinn, Inc. · Sponsored by Brown, Williams, Moorhead & Quinn, Inc. · Maryland · Professional & Technical Services

$5M in assets, 8 participants

Brown, Williams, Moorhead & Quinn, Inc.'s Brown, Williams, Moorhead & Quinn, Inc. reported $5M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,180 in Professional & Technical Services (20,321 peers)

Brown, Williams, Moorhead & Quinn, Inc. multi-year trail

Brown, Williams, Moorhead & Quinn, Inc.'s plans moved +39.6% in assets from 2022 to 2024; this filing shows Brown, Williams, Moorhead & Quinn, Inc. at $5M / 8 participants.

#8,180
in Professional & Technical Services (20,321 peers)
+16.1%
assets growth YoY

Brown, Williams, Moorhead & Quinn, Inc.'s mid-pack asset rank among Professional & Technical Services and all filers

Brown, Williams, Moorhead & Quinn, Inc. vs every filed plan by assets

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

$4,577,837 43rd percentile higher than 43% 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, Williams, Moorhead & Quinn, Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown, Williams, Moorhead & Quinn, Inc. is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown, Williams, Moorhead & Quinn, Inc. reported net income rose from -$852K in the plan year 2022 filing to $635K in the plan year 2023 filing.
  • Brown, Williams, Moorhead & Quinn, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521450842 · Brown, Williams, Moorhead & Quinn, Inc. PY 2023 · 401(k)

Brown, Williams, Moorhead & Quinn, Inc. · $5M · 8 · 43rd

  • TYPE $5M
  • NET 8
  • BOOK 43rd
  • VS-ST 401(k)
  • BOY near Grand Lodge of Iowa 401(k) Retirement Plan
  • SCH ind #8180

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 Maryland →

Brown, Williams, Moorhead & Quinn, Inc. in the asset neighbourhood

Brown, Williams, Moorhead & Quinn, Inc.Brown, Williams, Moorhead & …$5MGrand Lodge of Iowa 401(k) Retirement PlanGrand Lodge of Iowa 401(k) R…$5MBartels Lutheran Home Retirement Community 401(k) PlanBartels Lutheran Home Retire…$5MIfb 401(k) Plan$5MCoastal Hospitality Associates, LLC 401(k) PlanCoastal Hospitality Associat…$5M
End-of-year total assets ($M) among Brown, Williams, Moorhead & Quinn, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brown, Williams, Moorhead & Quinn, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Brown, Williams, Moorhead & Quinn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 39.608574729582514% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.94M $5.5M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 8 $4M
2023 1 8 $5M
2024 1 7 $6M

Brown, Williams, Moorhead & Quinn, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$635K
Employer EIN521450842
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Brown, Williams, Moorhead & Quinn, Inc. vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Brown, Williams, Moorhead & Quinn, Inc., Total assets ($B): 0.004577837 · Participants: 8Brown, Williams, Moorhead & Quinn, Inc.Lockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Brown, Williams, Moorhead & Quinn, Inc. vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Brown, Williams, Moorhead & Quinn, Inc. side-by-side with 3 peers →

Brown, Williams, Moorhead & Quinn, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Grand Lodge of Iowa 401(k) Retirement Plan in IA ($5M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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, Williams, Moorhead & Quinn, Inc. assets move in 2023? ▼
Brown, Williams, Moorhead & Quinn, Inc. grew sharply - up 16.1% during 2023, from $4M to $5M. Reported net income was $635K.
How have Brown, Williams, Moorhead & Quinn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown, Williams, Moorhead & Quinn, Inc.'s sponsor-wide assets grew 39.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Brown, Williams, Moorhead & Quinn, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Grand Lodge of Iowa 401(k) Retirement Plan in IA ($5M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Brown, Williams, Moorhead & Quinn, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 521450842.

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.