401(k) · DOL Form 5500 · 2024

Brown & Riding Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
377
Participants Below avg headcount
85th
Percentile by assets National rank
$149,311
Avg per participant Above avg balance/head
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Official DOL plan name: Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan · Sponsored by Brown & Riding Insurance Services, Inc. · California · Finance & Insurance

$56M in assets, 377 participants

Brown & Riding Insurance Services, Inc.'s Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan reported $56M in total assets and 377 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,612 in Finance & Insurance (8,549 peers)

Where Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan sits by assets

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan sits in the top quartile of all filed plans by assets, $56M for 377 participants (~$149,311/participant), up 15.1% in 2024.

#6,612
in Finance & Insurance (8,549 peers)
+15.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan's outsized position by total assets

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan vs every filed plan by assets

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

$56,290,238 Top 15% higher than 85% 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 & Riding Insurance Services, Inc. Employees' 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 & Riding Insurance Services, Inc. Employees' 401(k) Plan sits mid-pack in the medium band (377 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan end-of-year assets rose from $49M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan reported participants rose from 353 in the plan year 2023 filing to 377 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942679254 · Brown & Riding Insurance Services, Inc. PY 2024 · 401(k)

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan · $56M · 377 · 85th

  • PART $56M
  • PART 377
  • PART 85th
  • PART 401(k)
  • PART near Kirby-Smith Machinery, Inc. 401(k) Profit Sharing Plan
  • PART ind #6612

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 →

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan in the asset neighbourhood

Liberty Global 401(k) Savings & Stock Ownership PlanLiberty Global 401(k) Saving…$56MBrown & Riding Insurance Services, Inc. Employees' 401(k) PlanBrown & Riding Insurance Ser…$56MKirby-Smith Machinery, Inc. 401(k) Profit Sharing PlanKirby-Smith Machinery, Inc. …$56MThe First Bancshares, Inc. Profit Sharing 401(k) PlanThe First Bancshares, Inc. P…$56MCooper Tire & Rubber Company Pre-Tax Savings Plan (Findlay)Cooper Tire & Rubber Company…$56M
End-of-year total assets ($M) among Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

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

Sponsor Plan History (Brown & Riding Insurance Services, Inc.)

Sponsor-wide plan assets over time

All Brown & Riding Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 40.767508525663516% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40M $56.3M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 306 $40M
2023 1 353 $49M
2024 1 377 $56M

Nearby 401(k) Plans in California

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

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan, Total assets ($B): 0.056290238 · Participants: 377Brown & Riding Insurance Services, Inc. Employees' 401(k) 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
Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kirby-Smith Machinery, Inc. 401(k) Profit Sharing Plan in OK ($56M); by covered participants it is Steven Douglas Associates LLC 401(k) Profit Sharing Plan in FL (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 & Riding Insurance Services, Inc. Employees' 401(k) Plan assets move in 2024?
Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan grew sharply - up 15.1% during 2024, from $49M to $56M. Reported net income was $7M.
How have Brown & Riding Insurance Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Brown & Riding Insurance Services, Inc.'s sponsor-wide assets grew 40.8%, from $40M to $56M.
Where does Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan rank by assets among Form 5500 filers?
Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan ranks in the 85th 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 & Riding Insurance Services, Inc. Employees' 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kirby-Smith Machinery, Inc. 401(k) Profit Sharing Plan in OK ($56M, 753 participants).
Which 401(k) plans cover a similar participant headcount to Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Steven Douglas Associates LLC 401(k) Profit Sharing Plan in FL (377 participants, $23M in assets).