401(k) · DOL Form 5500 · 2023
Brown Investment Advisory & Trust Company 401(k) Plan
Data updated 2026-08-11
- $233M
- Total assets
- 789
- Participants
- 95th
- Percentile by assets
- $294,767
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $233M
- total plan assets (2023 EOY)
- 789
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $294,767
- avg assets per participant
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.
Brown Advisory 401(k) Plan vs the 2023 asset distribution
By assets, Brown Advisory 401(k) Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $233M |
| Net Income | $50M |
| Employer EIN | 521811121 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown Investment Advisory & Trust Company)
| 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
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Brown Advisory 401(k) Plan by total assets, not by location.
- Loomis 401(k) Pre-Tax Savings Plan (TX) $233M · 10,495
- Ferrell Companies, Inc. 401(k) Investment Plan (MO) $233M · 4,695
- Genesee & Wyoming Inc. 401(k) Savings Plan (NY) $233M · 3,647
- Merit Energy Company Savings Trust (TX) $233M · 807
Frequently Asked Questions
How did Brown Advisory 401(k) Plan assets move in 2023? ▼
How have Brown Investment Advisory & Trust Company plan assets changed over time? ▼
Where does Brown Advisory 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Brown Advisory 401(k) Plan? ▼
Next read for Brown Advisory 401(k) Plan
Scale reading
Ways to act on Brown Advisory 401(k) Plan's numbers.
- By total assets, Brown Advisory 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
- Brown Investment Advisory & Trust Company's sponsor-wide assets have grown 51.0% since 2022 across 3 plan years on file. More Finance & Insurance plans