401(k)
2024 plan-year 401(k) DOL Form 5500

BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BROWN & RIDING INSURANCE SERVICES, INC.

This 401(k) plan holds $56M in total assets and serves 377 participants as of 2024. It is sponsored by BROWN & RIDING INSURANCE SERVICES, INC. in California. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$56M
Participants
377
State
Industry
Finance & Insurance

What the Filing Says About BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN

BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN is a 401(k) retirement plan sponsored by BROWN & RIDING INSURANCE SERVICES, INC., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $56M in total end-of-year assets and covers 377 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 942679254, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $49M at the beginning of 2024 to $56M at year-end — a gain of 15.1%. Net assets (after liabilities) closed the year at $56M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$49M
Total Assets (End of Year)$56M
Net Assets (End of Year)$56M
Net Income$7M
Plan Type401(k)
Employer EIN942679254
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BROWN & RIDING INSURANCE SERVICES, INC.)

Year Plans Participants Total Assets
2022 1 306 $40M
2023 1 353 $49M
2024 1 377 $56M

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Frequently Asked Questions

How much money is in the BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN?
As of the 2024 Form 5500 filing, BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN holds $56M in total assets with 377 participants. It is sponsored by BROWN & RIDING INSURANCE SERVICES, INC..
What type of plan is BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN?
BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN is a 401(k) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 942679254.
Who sponsors the BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN?
BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN is sponsored by BROWN & RIDING INSURANCE SERVICES, INC., located in California. The sponsor's EIN is 942679254 and the plan operates in the Finance & Insurance industry.
How did BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN perform in 2024?
BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN grew by 15.1% during 2024, moving from $49M to $56M in total assets. Net income was $7M.
Where can I find official filings for BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN?
Official Form 5500 filings for BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942679254 or plan name at efast.dol.gov.
How does BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN compare to other plans?
You can compare BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 942679254.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.