401(k) · DOL Form 5500 · 2023

Brown Brothers Harriman & Co. 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
3,056
Participants Above avg headcount
99th
Percentile by assets National rank
$446,614
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,700
in Finance & Insurance (8,869 peers)
+19.0%
assets growth YoY
14×
vs typical plan assets (national mean)

59 Wall Street Capital Accumulation Plan's outsized position 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 $2,050,000,000 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

59 Wall Street Capital Accumulation Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 59 Wall Street Capital Accumulation Plan lands in the large band (3,056 participants).

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 →

DOL schedule card

Filing strip 134973745 · Brown Brothers Harriman & Co. PY 2023 · 401(k)

59 Wall Street Capital Accumulation Plan · $1.4B · 3,056 · 99th

  • EBSA $1.4B
  • PART 3,056
  • TYPE 99th
  • NET 401(k)
  • BOOK near Garney Holding Company Employee Stock Ownership Plan and Trust
  • VS-ST ind #8700

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 New York →

59 Wall Street Capital Accumulation Plan in the asset neighbourhood

Garney Holding Company Employee Stock Ownership Plan and TrustGarney Holding Company Emplo…$1.4BThe Toro Company Retirement PlanThe Toro Company Retirement …$1.4B59 Wall Street Capital Accumulation Plan59 Wall Street Capital Accum…$1.4BRepublic National 401(k) Plan$1.4BVulcan 401(k) Plan$1.4B
End-of-year total assets ($B) among 59 Wall Street Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Brown Brothers Harriman & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 29.603320375555075% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B 202220232024 $1.27B $1.65B ▲ +29.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants 59 Wall Street Capital Accumulation Plan, Total assets ($B): 1.364851593 · Participants: 305659 Wall Street Capital Accumulation PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
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 →

59 Wall Street Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Garney Holding Company Employee Stock Ownership Plan and Trust in MO ($1.4B); by covered participants it is Cp 401(k) Savings Plan in MN (3,056 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (3,056 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 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).
Which 401(k) plans cover a similar participant headcount to 59 Wall Street Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cp 401(k) Savings Plan in MN (3,056 participants, $240M 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 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.