401(k) · DOL Form 5500 · 2023

Brown, Brown & Young 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
11
Participants Small participant base
41st
Percentile by assets National rank
$387,223
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brown, Brown & Young 401(k) P/S Plan · Sponsored by Brown, Brown & Young · Maryland · Professional & Technical Services

$4M in assets, 11 participants

Brown, Brown & Young's Brown, Brown & Young 401(k) P/S Plan reported $4M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,899 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Brown, Brown & Young 401(k) P/S Plan holds $4M for 11 participants - about $387,223 per participant, in the lower half of filed plans by assets.

#7,899
in Professional & Technical Services (20,321 peers)
+5.3%
assets growth YoY

Brown, Brown & Young 401(k) P/S Plan's mid-pack asset rank among Professional & Technical Services and all filers

Brown, Brown & Young 401(k) P/S Plan vs every filed plan by assets

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

$4,259,451 41st percentile higher than 41% 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, Brown & Young 401(k) P/S Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown, Brown & Young 401(k) P/S Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown, Brown & Young 401(k) P/S Plan reported net income rose from -$2M in the plan year 2022 filing to $215K in the plan year 2023 filing.
  • Brown, Brown & Young 401(k) P/S Plan reported participants fell from 14 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Brown, Brown & Young 401(k) P/S Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521319283 · Brown, Brown & Young PY 2023 · 401(k)

Brown, Brown & Young 401(k) P/S Plan · $4M · 11 · 41st

  • EIN $4M
  • RANK 11
  • PHOTO 41st
  • IND 401(k)
  • EOY near Mission National Bank 401(k) Savings Plan
  • 5500 ind #7899

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, Brown & Young 401(k) P/S Plan in the asset neighbourhood

Brown, Brown & Young 401(k) P/S PlanBrown, Brown & Young 401(k) …$4MMission National Bank 401(k) Savings PlanMission National Bank 401(k)…$4MBourdon Forge Company, Inc. 401(k) PlanBourdon Forge Company, Inc. …$4MSpringfield Restaurant Group 401(k) Profit Sharing PlanSpringfield Restaurant Group…$4MSwipejobs, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Brown, Brown & Young 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$215K
Employer EIN521319283
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown, Brown & Young)

Sponsor-wide plan assets over time

All Brown, Brown & Young plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.3178003347361855% vs 2022
2023 filing year
$4M$4.1M$4.2M$4.3M 20222023 $4.04M $4.26M ▲ +5.4%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 11 $4M

Nearby 401(k) Plans in Maryland

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

Brown, Brown & Young 401(k) P/S Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Brown, Brown & Young 401(k) P/S Plan, Total assets ($B): 0.004259451 · Participants: 11Brown, Brown & Young 401(k) P/S 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, Brown & Young 401(k) P/S Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Brown, Brown & Young 401(k) P/S Plan side-by-side with 3 peers →

Brown, Brown & Young 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Mission National Bank 401(k) Savings Plan in CA ($4M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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, Brown & Young 401(k) P/S Plan assets move in 2023? ▼
Brown, Brown & Young 401(k) P/S Plan grew at a solid clip - up 5.3% during 2023, from $4M to $4M. Reported net income was $215K.
How have Brown, Brown & Young plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Brown, Brown & Young's sponsor-wide assets grew 5.3%, from $4M to $4M.
Which 401(k) plans are similar in size to Brown, Brown & Young 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mission National Bank 401(k) Savings Plan in CA ($4M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Brown, Brown & Young 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 521319283.

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.