401(k) · DOL Form 5500 · 2023
Brown & Riding Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 353
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $138,556
- Avg per participant Near avg balance/head
Official DOL plan name: Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan · Sponsored by Brown & Riding Insurance Services, Inc. · California · Finance & Insurance
$49M in assets, 353 participants
Brown & Riding Insurance Services, Inc.'s Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan reported $49M in total assets and 353 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #6,866 in Finance & Insurance (8,869 peers)
Where Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan sits by assets
Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 353 participants (~$138,556/participant), up 22.3% in 2023.
- #6,866
- in Finance & Insurance (8,869 peers)
- +22.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan's outsized position by total assets
Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$48,910,373 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Brown & Riding Insurance Services, Inc. Employees' 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 & Riding Insurance Services, Inc. Employees' 401(k) Plan sits mid-pack in the medium band (353 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $49M in the plan year 2023 filing.
- Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan reported participants rose from 306 in the plan year 2022 filing to 353 in the plan year 2023 filing.
DOL schedule card
Filing strip 942679254 · Brown & Riding Insurance Services, Inc. PY 2023 · 401(k)
Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan · $49M · 353 · 85th
- TYPE $49M
- TYPE 353
- TYPE 85th
- TYPE 401(k)
- TYPE near Professional Contract Services, Inc. Retirement Savings Plan
- TYPE ind #6866
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 California →
Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $9M |
| Employer EIN | 942679254 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown & Riding Insurance Services, Inc.)
Sponsor-wide plan assets over time
All Brown & Riding Insurance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 40.767508525663516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 306 | $40M |
| 2023 | 1 | 353 | $49M |
| 2024 | 1 | 377 | $56M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Professional Contract Services, Inc. Retirement Savings Plan in TX ($49M); by covered participants it is Elementia USA LLC Retirement Plan in TX (353 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Professional Contract Services, Inc. Retirement Savings Plan (TX) $49M · 1,518
- Jacam Chemical Company 2013, LLC 401(k) Profit Sharing Plan (KS) $49M · 975
- West Michigan Plumbers Fitters & Service Trades Local Union No 174 401(k) Retirement Savings Plan (MI) $49M · 663
- Technical Resources International, Inc. 401(k) Profit Sharing Plan (MD) $49M · 333
Similar participant headcount
Nearest other-state filings by covered participants (353 participants); asset peers above are excluded.
- Elementia USA LLC Retirement Plan (TX) 353 · 0 off
- Sesco Lighting, Inc. 401(k) Profit Sharing Plan (FL) 353 · 0 off
- Port City Bakery, Inc. Retirement Plan (WI) 353 · 0 off
- Insulations, Inc. 401(k) Plan (LA) 353 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.