401(k) · DOL Form 5500 · 2024

Brown and Caldwell 401(k) Plan

Data updated 2026-08-25

$575M
Total assets Above avg plan size
2,133
Participants Near avg headcount
97th
Percentile by assets National rank
$269,530
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brown and Caldwell Savings Plan · Sponsored by Brown and Caldwell · Colorado · Professional & Technical Services

$575M in assets, 2,133 participants

Brown and Caldwell's Brown and Caldwell Savings Plan reported $575M in total assets and 2,133 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,819 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Brown and Caldwell Savings Plan covers 2,133 participants in Colorado, 5.7x the typical Colorado plan (state average ~376 per filing). Assets: $575M.

#19,819
in Professional & Technical Services (20,173 peers)
+15.3%
assets growth YoY
5.8×
vs typical plan assets (national mean)

Brown and Caldwell Savings Plan's outsized position by total assets

Brown and Caldwell Savings Plan vs every filed plan by assets

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

$574,907,497 Top 3% higher than 97% 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

Brown and Caldwell Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown and Caldwell Savings Plan lands in the large band (2,133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brown and Caldwell Savings Plan end-of-year assets rose from $499M in the plan year 2023 filing to $575M in the plan year 2024 filing.
  • Brown and Caldwell Savings Plan reported participants rose from 1,950 in the plan year 2023 filing to 2,133 in the plan year 2024 filing.
  • Brown and Caldwell Savings Plan reported net income fell from $78M in the plan year 2023 filing to $74M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 941446346 · Brown and Caldwell PY 2024 · 401(k)

Brown and Caldwell Savings Plan · $575M · 2,133 · 97th

  • EBSA $575M
  • EBSA 2,133
  • EBSA 97th
  • EBSA 401(k)
  • EBSA near Western & Southern Financial Group Employee Retirement 401(k) Savings Plan
  • EBSA ind #19819

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 Colorado →

Brown and Caldwell Savings Plan in the asset neighbourhood

Brown and Caldwell Savings PlanBrown and Caldwell Savings P…$575MWestern & Southern Financial Group Employee Retirement 401(k) Savings PlanWestern & Southern Financial…$575MSrs Distribution Inc. 401(k) PlanSrs Distribution Inc. 401(k)…$575MMfsaving Retirement Plan$575MCargill Investment Plan$574M
End-of-year total assets ($M) among Brown and Caldwell Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$499M
Net Assets (End of Year)$575M
Net Income$74M
Employer EIN941446346
Plan Effective Date1985-04-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown and Caldwell)

Sponsor-wide plan assets over time

All Brown and Caldwell plans reported in each filing year

Latest sponsor-wide plan assets
$665M 39.403240831403515% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $477M $665M ▲ +39.4%
Year Plans Participants Total Assets
2022 2 3,758 $477M
2023 2 4,020 $574M
2024 2 4,389 $665M

Nearby 401(k) Plans in Colorado

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

Brown and Caldwell Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 01234 Total assets ($B) Participants Brown and Caldwell Savings Plan, Total assets ($B): 0.574907497 · Participants: 2133Brown and Caldwell Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Brown and Caldwell Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Brown and Caldwell Savings Plan side-by-side with 3 peers →

Brown and Caldwell Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Western & Southern Financial Group Employee Retirement 401(k) Savings Plan in OH ($575M); by covered participants it is Withumsmith+Brown 401(k) Employee Savings Plan in NJ (2,133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($575M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,133 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 Brown and Caldwell Savings Plan assets move in 2024? ▼
Brown and Caldwell Savings Plan grew sharply - up 15.3% during 2024, from $499M to $575M. Reported net income was $74M.
How have Brown and Caldwell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown and Caldwell's sponsor-wide assets grew 39.4%, from $477M to $665M.
Where does Brown and Caldwell Savings Plan rank by assets among Form 5500 filers? ▼
Brown and Caldwell Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brown and Caldwell Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western & Southern Financial Group Employee Retirement 401(k) Savings Plan in OH ($575M, 3,165 participants).
Which 401(k) plans cover a similar participant headcount to Brown and Caldwell Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Withumsmith+Brown 401(k) Employee Savings Plan in NJ (2,133 participants, $326M 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 941446346.

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.