Defined Benefit (Pension) · DOL Form 5500 · 2023
Brown Brothers Harriman & Co. Pension Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 199
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $514,570
- Avg per participant High balance/head
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.
- #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.
- #7,705
- in Finance & Insurance (8,869 peers)
- -19.3%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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.
Cash Balance Retirement Plan of Brown Brothers Harriman & Co.'s outsized position by total assets
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$102,399,447 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. 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. Cash Balance Retirement Plan of Brown Brothers Harriman & Co. sits mid-pack in the medium band (199 participants).
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.
DOL schedule card
Filing strip 134973745 · Brown Brothers Harriman & Co. PY 2023 · Defined Benefit (Pension)
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. · $102M · 199 · 91st
- 5500 $102M
- ASSETS 199
- PCT 91st
- EIN Defined Benefit (Pension)
- RANK near Plumbers Union Local No. 55 Pension Plan
- PHOTO ind #7705
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 →
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | -$25M |
| Employer EIN | 134973745 |
| Plan Effective Date | 1945-01-01 |
| Filing Status | FILING 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
| 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.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Cash Balance Retirement Plan of Brown Brothers Harriman & Co.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Plumbers Union Local No. 55 Pension Plan in OH ($102M); by covered participants it is Retirement Income Plan for Employees of Northern Arizona Healthcare in AZ (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Plumbers Union Local No. 55 Pension Plan (OH) $102M · 459
- The Dial Corporation Future Security Plan (CT) $102M · 136
- Aecom Pension Plan (TX) $102M · 135
- Hogan Lovells US LLP Cash Balance Plan (DC) $103M · 355
Similar participant headcount
Nearest other-state filings by covered participants (199 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.