401(k) · DOL Form 5500 · 2023

Word & Brown Inc. Admin., Inc. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
534
Participants Below avg headcount
90th
Percentile by assets National rank
$149,626
Avg per participant Above avg balance/head
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Official DOL plan name: Word & Brown 401(k) Retirement Plan · Sponsored by Word & Brown Inc. Admin., Inc. · California · Finance & Insurance

$80M in assets, 534 participants

Word & Brown Inc. Admin., Inc.'s Word & Brown 401(k) Retirement Plan reported $80M in total assets and 534 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,452 in Finance & Insurance (8,869 peers)

Where Word & Brown 401(k) Retirement Plan sits by assets

Word & Brown 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $80M for 534 participants (~$149,626/participant), up 16.5% in 2023.

#7,452
in Finance & Insurance (8,869 peers)
+16.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Word & Brown 401(k) Retirement Plan's outsized position by total assets

Word & Brown 401(k) Retirement Plan vs every filed plan by assets

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

$79,900,381 Top 10% higher than 90% 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

Word & Brown 401(k) Retirement 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. Word & Brown 401(k) Retirement Plan sits mid-pack in the medium band (534 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Word & Brown 401(k) Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Word & Brown 401(k) Retirement Plan end-of-year assets rose from $69M in the plan year 2022 filing to $80M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953161239 · Word & Brown Inc. Admin., Inc. PY 2023 · 401(k)

Word & Brown 401(k) Retirement Plan · $80M · 534 · 90th

  • SCH $80M
  • SCH 534
  • SCH 90th
  • SCH 401(k)
  • SCH near Integrated Imaging Consultants, LLC Retirement Savings Plan
  • SCH ind #7452

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 →

Word & Brown 401(k) Retirement Plan in the asset neighbourhood

Word & Brown 401(k) Retirement PlanWord & Brown 401(k) Retireme…$80MIntegrated Imaging Consultants, LLC Retirement Savings PlanIntegrated Imaging Consultan…$80MSpringfield Anesthesia Service, Inc. 401(k) Savings PlanSpringfield Anesthesia Servi…$80MHearst Television Inc. Union Employee Savings PlanHearst Television Inc. Union…$80MEaglepicher Retirement Savings PlanEaglepicher Retirement Savin…$80M
End-of-year total assets ($M) among Word & Brown 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$80M
Net Income$11M
Employer EIN953161239
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Word & Brown Inc. Admin., Inc.)

Sponsor-wide plan assets over time

All Word & Brown Inc. Admin., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 36.917520839804524% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $68.6M $93.9M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 533 $69M
2023 1 534 $80M
2024 1 562 $94M

Nearby 401(k) Plans in California

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

Word & Brown 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Word & Brown 401(k) Retirement Plan, Total assets ($B): 0.079900381 · Participants: 534Word & Brown 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Word & Brown 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Word & Brown 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Integrated Imaging Consultants, LLC Retirement Savings Plan in IL ($80M); by covered participants it is Hagerty Consulting Inc 401(k) Plan in IL (534 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (534 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 Word & Brown 401(k) Retirement Plan assets move in 2023? ▼
Word & Brown 401(k) Retirement Plan grew sharply - up 16.5% during 2023, from $69M to $80M. Reported net income was $11M.
How have Word & Brown Inc. Admin., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Word & Brown Inc. Admin., Inc.'s sponsor-wide assets grew 36.9%, from $69M to $94M.
Where does Word & Brown 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Word & Brown 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Word & Brown 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integrated Imaging Consultants, LLC Retirement Savings Plan in IL ($80M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Word & Brown 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hagerty Consulting Inc 401(k) Plan in IL (534 participants, $19M 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 953161239.

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.