401(k) · DOL Form 5500 · 2023

Downey Brand LLP 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
176
Participants Small participant base
90th
Percentile by assets National rank
$505,795
Avg per participant High balance/head
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Official DOL plan name: Downey Brand LLP Employee Retirement Plan · Sponsored by Downey Brand LLP · California · Professional & Technical Services

$89M in assets, 176 participants

Downey Brand LLP's Downey Brand LLP Employee Retirement Plan reported $89M in total assets and 176 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.

  • #18,627 in Professional & Technical Services (20,321 peers)

Coverage in California

Downey Brand LLP Employee Retirement Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $89M.

#18,627
in Professional & Technical Services (20,321 peers)
+18.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Downey Brand LLP Employee Retirement Plan's outsized position by total assets

Downey Brand LLP Employee Retirement Plan vs every filed plan by assets

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

$89,019,976 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

Downey Brand LLP Employee 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. Downey Brand LLP Employee Retirement Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Downey Brand LLP Employee Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Downey Brand LLP Employee Retirement Plan end-of-year assets rose from $75M in the plan year 2022 filing to $89M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 940438033 · Downey Brand LLP PY 2023 · 401(k)

Downey Brand LLP Employee Retirement Plan · $89M · 176 · 90th

  • IND $89M
  • IND 176
  • IND 90th
  • IND 401(k)
  • IND near Hudson River Trading LLC 401(k) Plan
  • IND ind #18627

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 California →

Downey Brand LLP Employee Retirement Plan in the asset neighbourhood

Downey Brand LLP Employee Retirement PlanDowney Brand LLP Employee Re…$89MHudson River Trading LLC 401(k) PlanHudson River Trading LLC 401…$89MWebco Industries, Inc. Employee Investment PlanWebco Industries, Inc. Emplo…$89MGrob Systems, Inc. Profit Sharing PlanGrob Systems, Inc. Profit Sh…$89MInstitutional Investor Savings & Investment PlanInstitutional Investor Savin…$89M
End-of-year total assets ($M) among Downey Brand LLP Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$89M
Net Income$14M
Employer EIN940438033
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Downey Brand LLP)

Sponsor-wide plan assets over time

All Downey Brand LLP plans reported in each filing year

Latest sponsor-wide plan assets
$97M 29.041884026511227% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $75.1M $96.9M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 176 $75M
2023 1 176 $89M
2024 1 168 $97M

Nearby 401(k) Plans in California

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

Downey Brand LLP Employee Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Downey Brand LLP Employee Retirement Plan, Total assets ($B): 0.089019976 · Participants: 176Downey Brand LLP Employee 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
Downey Brand LLP Employee Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Downey Brand LLP Employee Retirement Plan side-by-side with 3 peers →

Downey Brand LLP Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hudson River Trading LLC 401(k) Plan in NY ($89M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Downey Brand LLP Employee Retirement Plan assets move in 2023? ▼
Downey Brand LLP Employee Retirement Plan grew sharply - up 18.5% during 2023, from $75M to $89M. Reported net income was $14M.
How have Downey Brand LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Downey Brand LLP's sponsor-wide assets grew 29.0%, from $75M to $97M.
Where does Downey Brand LLP Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Downey Brand LLP Employee 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 Downey Brand LLP Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hudson River Trading LLC 401(k) Plan in NY ($89M, 767 participants).
Which 401(k) plans cover a similar participant headcount to Downey Brand LLP Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 940438033.

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.