401(k) · DOL Form 5500 · 2024

Brown Winick Law Firm 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size: 143
Participants Small participant base: 87th
Percentile by assets National rank: $438,972
Avg per participant High balance/head

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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.

#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.

#17,666
in Professional & Technical Services (20,173 peers): +15.5%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan's outsized position 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan sits mid-pack in the medium band (143 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

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 →

Published 5500 schedule card

Filing strip 420704554 · Brown Winick Law Firm PY 2024 · 401(k)

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan · $63M · 143 · 87th

EIN $63M
EIN 143
EIN 87th
EIN 401(k)
EIN near Lc Industries Surplus Sharing & 401(k) Plan
EIN ind #17666

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 Professional & Technical Services retirement plans → · Plans in Iowa →

End-of-year total assets ($M) among Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)	$54M
Net Assets (End of Year)	$63M
Net Income	$8M
Employer EIN	420704554
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Brown Winick Law Firm)

Latest sponsor-wide plan assets: $63M 45.08514361404982% vs 2022; 2024 filing year

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

The Principal Select Savings Plan $4.6B · 12,841
The Rsm US LLP Retirement Plan $3.4B · 14,728
Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059

Compare Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan side-by-side with 3 peers →

Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Lc Industries Surplus Sharing & 401(k) Plan in NC ($63M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Lc Industries Surplus Sharing & 401(k) Plan (NC) $63M · 786
Healthcare Associations of California 401(k) Plan (CA) $63M · 170
Kearny Bank Employees' Savings Plan (NJ) $63M · 522
Midwest Center for Women's Healthcare, Ltd 401(k) Plan (IL) $63M · 210

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

Blairex Laboratories, Inc. 401(k) (IN) 143 · 0 off
Flywheel Digital LLC 401(k) Plan () 143 · 0 off
Clock Spring Company, Inc. 401(k) Plan (CT) 143 · 0 off
Spectra Company Inc 401(k) Profit Sharing Plan & Trust (CA) 143 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).

Which 401(k) plans cover a similar participant headcount to Brown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 participants, N/A in assets).

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.