Defined Benefit (Pension) · DOL Form 5500 · 2023

Brown Brothers Harriman & Co. Pension Plan

Data updated 2026-08-11

$102M
Total assets
199
Participants
91st
Percentile by assets
$514,570
Avg per participant
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Official DOL plan name: Cash Balance Retirement Plan of Brown Brothers Harriman & Co. · Sponsored by Brown Brothers Harriman & Co. · New York · Finance & Insurance

$102M in assets, 199 participants

Brown Brothers Harriman & Co.'s Cash Balance Retirement Plan of Brown Brothers Harriman & Co. reported $102M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #7,705 in Finance & Insurance (8,869 peers)

Coverage in New York

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. covers 199 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $102M.

$102M
total plan assets (2023 EOY)
199
covered participants
91st
percentile by assets (of 127,072 plans)
$514,570
avg assets per participant

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cash Balance Retirement Plan of Brown Brothers Harriman & Co. reported net income fell from -$18M in the plan year 2022 filing to -$25M in the plan year 2023 filing.
  • Cash Balance Retirement Plan of Brown Brothers Harriman & Co. end-of-year assets fell from $127M in the plan year 2022 filing to $102M in the plan year 2023 filing.
  • Cash Balance Retirement Plan of Brown Brothers Harriman & Co. reported participants fell from 211 in the plan year 2022 filing to 199 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. Cash Balance Retirement Plan of Brown Brothers Harriman & Co. reports 199 participants - about 25% of that state average ($102M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$102M
Net Income-$25M
Employer EIN134973745
Plan Effective Date1945-01-01
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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Cash Balance Retirem…IBM Personal Pension…Consolidated Edison …1199seiu Health Care…Pfizer Consolidated …Pepsico Employees Re…
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Cash Balance Retirement Plan of Brown Br… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Cash Balance Retirement Plan of Brown Brothers Harriman & Co. by total assets, not by location.

Frequently Asked Questions

How did Cash Balance Retirement Plan of Brown Brothers Harriman & Co. assets move in 2023? ▼
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. declined sharply - down 19.3% during 2023, from $127M to $102M. Reported net income was -$25M.
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 Cash Balance Retirement Plan of Brown Brothers Harriman & Co. rank by assets among Form 5500 filers? ▼
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. ranks in the 91st 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 Defined Benefit (Pension) plans are similar in size to Cash Balance Retirement Plan of Brown Brothers Harriman & Co.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers Union Local No. 55 Pension Plan in OH ($102M, 459 participants).

Next read for Cash Balance Retirement Plan of Brown Br…

Filing takeaways

Ways to act on Cash Balance Retirement Plan of Brown Brothers Harriman & Co.'s numbers.

  • By total assets, Cash Balance Retirement Plan of Brown Brothers Harriman & Co. ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Brown Brothers Harriman & Co.'s sponsor-wide assets have grown 29.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.