401(k) · DOL Form 5500 · 2023

Brown and Caldwell 401(k) Plan

Data updated 2026-08-11

$499M
Total assets
1,950
Participants
97th
Percentile by assets
$255,726
Avg per participant
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Official DOL plan name: Brown and Caldwell Savings Plan · Sponsored by Brown and Caldwell · Colorado · Professional & Technical Services

$499M in assets, 1,950 participants

Brown and Caldwell's Brown and Caldwell Savings Plan reported $499M in total assets and 1,950 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #19,958 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Brown and Caldwell Savings Plan covers 1,950 participants in Colorado, 5.2x the typical Colorado plan (state average ~376 per filing). Assets: $499M.

$499M
total plan assets (2023 EOY)
1,950
covered participants
97th
percentile by assets (of 127,072 plans)
$255,726
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown and Caldwell Savings Plan reported net income rose from -$82M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Brown and Caldwell Savings Plan end-of-year assets rose from $420M in the plan year 2022 filing to $499M in the plan year 2023 filing.
  • Brown and Caldwell Savings Plan reported participants rose from 1,804 in the plan year 2022 filing to 1,950 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. Brown and Caldwell Savings Plan reports 1,950 participants - 5.2x that state average ($499M EOY assets).

Colorado filing particulars

Total Assets (Beginning of Year)$420M
Net Assets (End of Year)$499M
Net Income$78M
Employer EIN941446346
Plan Effective Date1985-04-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown and Caldwell)

$400M$500M$600M$700M 202220232024 $477M $665M ▲ +39.4%
Total plan assets by year, all Brown and Caldwell plans on file
Year Plans Participants Total Assets
2022 2 3,758 $477M
2023 2 4,020 $574M
2024 2 4,389 $665M

Nearby 401(k) Plans in Colorado

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

Brown and Caldwell Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Brown and Caldwell Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 01234 Total assets ($B) Participants Brown and Caldwell S…Davita Retirement Sa…Ball Corporation 401…Empower Retirement, …Woodward Retirement …Arcadis U.S., Inc. R…
Brown and Caldwell Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Brown and Caldwell Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Brown and Caldwell Savings Plan assets move in 2023?
Brown and Caldwell Savings Plan grew sharply - up 18.9% during 2023, from $420M to $499M. Reported net income was $78M.
How have Brown and Caldwell plan assets changed over time?
Across 3 plan years on file (2022-2024), Brown and Caldwell's sponsor-wide assets grew 39.4%, from $477M to $665M.
Where does Brown and Caldwell Savings Plan rank by assets among Form 5500 filers?
Brown and Caldwell Savings Plan ranks in the 97th 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 and Caldwell Savings Plan?
Among 401(k) plans in other states, the closest by assets is Msd Employee Stock Purchase & Savings Plan in NJ ($499M, 2,487 participants).

Filing takeaways

Ways to act on Brown and Caldwell Savings Plan's numbers.