401(k) · DOL Form 5500 · 2023

Brown Investment Advisory & Trust Company 401(k) Plan

Data updated 2026-08-25

$233M
Total assets Near avg plan size
789
Participants Near avg headcount
95th
Percentile by assets National rank
$294,767
Avg per participant High balance/head
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Official DOL plan name: Brown Advisory 401(k) Plan · Sponsored by Brown Investment Advisory & Trust Company · Maryland · Finance & Insurance

$233M in assets, 789 participants

Brown Investment Advisory & Trust Company's Brown Advisory 401(k) Plan reported $233M in total assets and 789 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,195 in Finance & Insurance (8,869 peers)

Where Brown Advisory 401(k) Plan sits by assets

Brown Advisory 401(k) Plan sits in the top 5% of all filed plans by assets, $233M for 789 participants (~$294,767/participant), up 27.3% in 2023.

#8,195
in Finance & Insurance (8,869 peers)
+27.3%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Brown Advisory 401(k) Plan's outsized position by total assets

Brown Advisory 401(k) Plan vs every filed plan by assets

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

$232,570,814 Top 5% higher than 95% 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 Advisory 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 Advisory 401(k) Plan sits mid-pack in the medium band (789 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown Advisory 401(k) Plan reported net income rose from -$40M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Brown Advisory 401(k) Plan end-of-year assets rose from $183M in the plan year 2022 filing to $233M in the plan year 2023 filing.
  • Brown Advisory 401(k) Plan reported participants rose from 766 in the plan year 2022 filing to 789 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521811121 · Brown Investment Advisory & Trust Company PY 2023 · 401(k)

Brown Advisory 401(k) Plan · $233M · 789 · 95th

  • PHOTO $233M
  • PHOTO 789
  • PHOTO 95th
  • PHOTO 401(k)
  • PHOTO near Loomis 401(k) Pre-Tax Savings Plan
  • PHOTO ind #8195

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 Maryland →

Brown Advisory 401(k) Plan in the asset neighbourhood

Merit Energy Company Savings TrustMerit Energy Company Savings…$233MGenesee & Wyoming Inc. 401(k) Savings PlanGenesee & Wyoming Inc. 401(k…$233MFerrell Companies, Inc. 401(k) Investment PlanFerrell Companies, Inc. 401(…$233MLoomis 401(k) Pre-Tax Savings PlanLoomis 401(k) Pre-Tax Saving…$233MBrown Advisory 401(k) Plan$233M
End-of-year total assets ($M) among Brown Advisory 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$183M
Net Assets (End of Year)$233M
Net Income$50M
Employer EIN521811121
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown Investment Advisory & Trust Company)

Sponsor-wide plan assets over time

All Brown Investment Advisory & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$276M 50.97696992077319% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $183M $276M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 766 $183M
2023 1 789 $233M
2024 1 801 $276M

Nearby 401(k) Plans in Maryland

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

Brown Advisory 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Brown Advisory 401(k) Plan, Total assets ($B): 0.232570814 · Participants: 789Brown Advisory 401(k) PlanLockheed 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 Advisory 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Brown Advisory 401(k) Plan side-by-side with 3 peers →

Brown Advisory 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Loomis 401(k) Pre-Tax Savings Plan in TX ($233M); by covered participants it is Harrison Poultry, Inc. Profit Sharing Plan in GA (789 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($233M here).

Similar participant headcount

Nearest other-state filings by covered participants (789 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 Advisory 401(k) Plan assets move in 2023? ▼
Brown Advisory 401(k) Plan grew sharply - up 27.3% during 2023, from $183M to $233M. Reported net income was $50M.
How have Brown Investment Advisory & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown Investment Advisory & Trust Company's sponsor-wide assets grew 51.0%, from $183M to $276M.
Where does Brown Advisory 401(k) Plan rank by assets among Form 5500 filers? ▼
Brown Advisory 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brown Advisory 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loomis 401(k) Pre-Tax Savings Plan in TX ($233M, 10,495 participants).
Which 401(k) plans cover a similar participant headcount to Brown Advisory 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harrison Poultry, Inc. Profit Sharing Plan in GA (789 participants, $36M 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 521811121.

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.