401(k) · DOL Form 5500 · 2023

Brown Brothers Harriman & Co. 401(k) Plan

Data updated 2026-08-11

$1.4B
Total assets
3,056
Participants
99th
Percentile by assets
$446,614
Avg per participant
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Official DOL plan name: 59 Wall Street Capital Accumulation Plan · Sponsored by Brown Brothers Harriman & Co. · New York · Finance & Insurance

$1.4B in assets, 3,056 participants

Brown Brothers Harriman & Co.'s 59 Wall Street Capital Accumulation Plan reported $1.4B in total assets and 3,056 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 127,072 plans)
  • #8,700 in Finance & Insurance (8,869 peers)

Coverage in New York

59 Wall Street Capital Accumulation Plan covers 3,056 participants in New York, 3.8x the typical New York plan (state average ~798 per filing). Assets: $1.4B.

$1.4B
total plan assets (2023 EOY)
3,056
covered participants
99th
percentile by assets (of 127,072 plans)
$446,614
avg assets per participant

Where 59 Wall Street Capital Accumulation Plan sits by total assets

59 Wall Street Capital Accumulation Plan vs every filed plan by assets

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

$1,364,851,593 Top 1% higher than 99% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 59 Wall Street Capital Accumulation Plan reported net income rose from -$251M in the plan year 2022 filing to $218M in the plan year 2023 filing.
  • 59 Wall Street Capital Accumulation Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
  • 59 Wall Street Capital Accumulation Plan reported participants rose from 3,000 in the plan year 2022 filing to 3,056 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. 59 Wall Street Capital Accumulation Plan reports 3,056 participants - 3.8x that state average ($1.4B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.4B
Net Income$218M
Employer EIN134973745
Plan Effective Date1982-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown Brothers Harriman & Co.)

$1.2B$1.4B$1.6B$1.8B 202220232024 $1.27B $1.65B ▲ +29.9%
Total plan assets by year, all Brown Brothers Harriman & Co. plans on file
Year Plans Participants Total Assets
2022 2 3,211 $1.3B
2023 2 3,255 $1.5B
2024 2 3,495 $1.7B

Nearby 401(k) Plans in New York

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

59 Wall Street Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants

59 Wall Street Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants 59 Wall Street Capit…IBM 401 (K) Plus PlanPfizer Savings PlanMorgan Stanley 401(k…The Pepsico Savings …The Goldman Sachs 40…
59 Wall Street Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare 59 Wall Street Capital Accumulation Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to 59 Wall Street Capital Accumulation Plan by total assets, not by location.

Frequently Asked Questions

How did 59 Wall Street Capital Accumulation Plan assets move in 2023? ▼
59 Wall Street Capital Accumulation Plan grew sharply - up 19.0% during 2023, from $1.1B to $1.4B. Reported net income was $218M.
How have Brown Brothers Harriman & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown Brothers Harriman & Co.'s sponsor-wide assets grew 29.6%, from $1.3B to $1.7B.
Where does 59 Wall Street Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
59 Wall Street Capital Accumulation Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to 59 Wall Street Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Garney Holding Company Employee Stock Ownership Plan and Trust in MO ($1.4B, 1,828 participants).

Next read for 59 Wall Street Capital Accumulation Plan

Filing takeaways

Ways to act on 59 Wall Street Capital Accumulation Plan's numbers.

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 134973745.

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.