401(k) · DOL Form 5500 · 2024

Brown Winick Law Firm 401(k) Plan

Data updated 2026-08-11

$63M
Total assets
143
Participants
87th
Percentile by assets
$438,972
Avg per participant
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Official DOL plan name: Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan · Sponsored by Brown Winick Law Firm · Iowa · Professional & Technical Services

$63M in assets, 143 participants

Brown Winick Law Firm's Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan reported $63M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 123,622 plans)
  • #17,666 in Professional & Technical Services (20,173 peers)

Coverage in Iowa

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan covers 143 participants in Iowa, about 23% of the average Iowa filer (state average ~609 per filing). Assets: $63M.

$63M
total plan assets (2024 EOY)
143
covered participants
87th
percentile by assets (of 123,622 plans)
$438,972
avg assets per participant

Where Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan sits by total assets

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$62,772,988 Top 13% higher than 87% of 123,620 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan reported participants rose from 129 in the plan year 2023 filing to 143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Iowa
Industry
Professional & Technical Services

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan reports 143 participants - about 23% of that state average ($63M EOY assets).

Iowa filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$63M
Net Income$8M
Employer EIN420704554
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown Winick Law Firm)

$40M$50M$60M$70M 202220232024 $43.3M $62.8M ▲ +45.1%
Total plan assets by year, all Brown Winick Law Firm plans on file
Year Plans Participants Total Assets
2022 1 116 $43M
2023 1 129 $54M
2024 1 143 $63M

Nearby 401(k) Plans in Iowa

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

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Brown, Winick, Grave…, Total assets ($B): 0.062772988 · Participants: 143Brown, Winick, Grave…The Principal Select…, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select…The Rsm US LLP Retir…, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retir…Iowa Health System S…, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affil…Transamerica 401(k) …, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) …
Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Brown, Winick, Graves, Gross and Baskerv… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan assets move in 2024? ▼
Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan grew sharply - up 15.5% during 2024, from $54M to $63M. Reported net income was $8M.
How have Brown Winick Law Firm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown Winick Law Firm's sponsor-wide assets grew 45.1%, from $43M to $63M.
Where does Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lc Industries Surplus Sharing & 401(k) Plan in NC ($63M, 786 participants).

Next read for Brown, Winick, Graves, Gross and Baskerv…

Filing takeaways

Ways to act on Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420704554.

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.