401(k) · DOL Form 5500 · 2024
Word & Brown Inc. Admin., Inc. 401(k) Plan
Data updated 2026-08-11
- $94M
- Total assets
- 562
- Participants
- 90th
- Percentile by assets
- $167,077
- Avg per participant
Official DOL plan name: Word & Brown 401(k) Retirement Plan · Sponsored by Word & Brown Inc. Admin., Inc. · California · Finance & Insurance
$94M in assets, 562 participants
Word & Brown Inc. Admin., Inc.'s Word & Brown 401(k) Retirement Plan reported $94M in total assets and 562 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 123,622 plans)
- #7,217 in Finance & Insurance (8,549 peers)
Where Word & Brown 401(k) Retirement Plan sits by assets
Word & Brown 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $94M for 562 participants (~$167,077/participant), up 17.5% in 2024.
- $94M
- total plan assets (2024 EOY)
- 562
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $167,077
- avg assets per participant
Where Word & Brown 401(k) Retirement Plan sits by total assets
Word & Brown 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$93,897,458 Top 10% higher than 90% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Word & Brown 401(k) Retirement Plan reported net income rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Word & Brown 401(k) Retirement Plan end-of-year assets rose from $80M in the plan year 2023 filing to $94M in the plan year 2024 filing.
- Word & Brown 401(k) Retirement Plan reported participants rose from 534 in the plan year 2023 filing to 562 in the plan year 2024 filing.
Word & Brown 401(k) Retirement Plan vs the 2024 asset distribution
By assets, Word & Brown 401(k) Retirement Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | $14M |
| Employer EIN | 953161239 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Word & Brown Inc. Admin., Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 533 | $69M |
| 2023 | 1 | 534 | $80M |
| 2024 | 1 | 562 | $94M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Word & Brown 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Word & Brown 401(k) Retirement Plan by total assets, not by location.
- Vecellio Group, Inc. Retirement Savings Plan (FL) $94M · 1,178
- Ehealth Insurance Services, Inc. 401(k) Plan (TX) $94M · 1,718
- Goto Foods LLC 401(k) Plan (GA) $94M · 1,690
- Gables Engineering, Inc. 401(k) Plan (FL) $94M · 291
Frequently Asked Questions
How did Word & Brown 401(k) Retirement Plan assets move in 2024? ▼
How have Word & Brown Inc. Admin., Inc. plan assets changed over time? ▼
Where does Word & Brown 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Word & Brown 401(k) Retirement Plan? ▼
Next read for Word & Brown 401(k) Retirement Plan
Scale reading
Ways to act on Word & Brown 401(k) Retirement Plan's numbers.
- By total assets, Word & Brown 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Word & Brown Inc. Admin., Inc.'s sponsor-wide assets have grown 36.9% since 2022 across 3 plan years on file. More Finance & Insurance plans