401(k) · DOL Form 5500 · 2024

Word & Brown Inc. Admin., Inc. 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
562
Participants Below avg headcount
90th
Percentile by assets National rank
$167,077
Avg per participant Above avg balance/head
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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.

  • #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.

#7,217
in Finance & Insurance (8,549 peers)
+17.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Word & Brown 401(k) Retirement Plan's outsized position 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

This plan $0 $2,050,000,000 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

Word & Brown 401(k) Retirement 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. Word & Brown 401(k) Retirement Plan sits mid-pack in the medium band (562 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953161239 · Word & Brown Inc. Admin., Inc. PY 2024 · 401(k)

Word & Brown 401(k) Retirement Plan · $94M · 562 · 90th

  • 5500 $94M
  • ASSETS 562
  • PCT 90th
  • EIN 401(k)
  • RANK near Vecellio Group, Inc. Retirement Savings Plan
  • PHOTO ind #7217

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 California →

Word & Brown 401(k) Retirement Plan in the asset neighbourhood

Gables Engineering, Inc. 401(k) PlanGables Engineering, Inc. 401…$94MWord & Brown 401(k) Retirement PlanWord & Brown 401(k) Retireme…$94MVecellio Group, Inc. Retirement Savings PlanVecellio Group, Inc. Retirem…$94MEhealth Insurance Services, Inc. 401(k) PlanEhealth Insurance Services, …$94MGoto Foods LLC 401(k) Plan$94M
End-of-year total assets ($M) among Word & Brown 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$94M
Net Income$14M
Employer EIN953161239
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Word & Brown Inc. Admin., Inc.)

Sponsor-wide plan assets over time

All Word & Brown Inc. Admin., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 36.917520839804524% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $68.6M $93.9M ▲ +36.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Word & Brown 401(k) Retirement Plan, Total assets ($B): 0.093897458 · Participants: 562Word & Brown 401(k) Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Word & Brown 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Word & Brown 401(k) Retirement Plan side-by-side with 3 peers →

Word & Brown 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vecellio Group, Inc. Retirement Savings Plan in FL ($94M); by covered participants it is Lawley Retirement Plan in NY (562 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

Similar participant headcount

Nearest other-state filings by covered participants (562 participants); asset peers above are excluded.

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 Word & Brown 401(k) Retirement Plan assets move in 2024? ▼
Word & Brown 401(k) Retirement Plan grew sharply - up 17.5% during 2024, from $80M to $94M. Reported net income was $14M.
How have Word & Brown Inc. Admin., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Word & Brown Inc. Admin., Inc.'s sponsor-wide assets grew 36.9%, from $69M to $94M.
Where does Word & Brown 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Word & Brown 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Word & Brown 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vecellio Group, Inc. Retirement Savings Plan in FL ($94M, 1,178 participants).
Which 401(k) plans cover a similar participant headcount to Word & Brown 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lawley Retirement Plan in NY (562 participants, $106M 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 953161239.

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.