Defined Benefit (Pension) · DOL Form 5500 · 2024

Brown Brothers Harriman & Co. Pension Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
141
Participants Small participant base
91st
Percentile by assets National rank
$763,242
Avg per participant High balance/head
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Official DOL plan name: Cash Balance Retirement Plan of Brown Brothers Harriman & Co. · Sponsored by Brown Brothers Harriman & Co. · New York · Finance & Insurance

$108M in assets, 141 participants

Brown Brothers Harriman & Co.'s Cash Balance Retirement Plan of Brown Brothers Harriman & Co. reported $108M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,340 in Finance & Insurance (8,549 peers)

Coverage in New York

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. covers 141 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $108M.

#7,340
in Finance & Insurance (8,549 peers)
+5.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Cash Balance Retirement Plan of Brown Brothers Harriman & Co.'s outsized position by total assets

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. vs every filed plan by assets

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

$107,617,117 Top 9% higher than 91% 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

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. 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. Cash Balance Retirement Plan of Brown Brothers Harriman & Co. sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cash Balance Retirement Plan of Brown Brothers Harriman & Co. reported net income rose from -$25M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Cash Balance Retirement Plan of Brown Brothers Harriman & Co. reported participants fell from 199 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • Cash Balance Retirement Plan of Brown Brothers Harriman & Co. end-of-year assets rose from $102M in the plan year 2023 filing to $108M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 134973745 · Brown Brothers Harriman & Co. PY 2024 · Defined Benefit (Pension)

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. · $108M · 141 · 91st

  • PART $108M
  • TYPE 141
  • NET 91st
  • BOOK Defined Benefit (Pension)
  • VS-ST near Teamsters Local 408 Pension Plan
  • BOY ind #7340

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 New York →

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. in the asset neighbourhood

Sealed Air Corporation Combined Pension PlanSealed Air Corporation Combi…$108MSan Francisco Symphony Retirement PlanSan Francisco Symphony Retir…$108MTeamsters Local 408 Pension PlanTeamsters Local 408 Pension …$108MCash Balance Retirement Plan of Brown Brothers Harriman & Co.Cash Balance Retirement Plan…$108MSoft Drink Industry Pension FundSoft Drink Industry Pension …$107M
End-of-year total assets ($M) among Cash Balance Retirement Plan of Brown Brothers Harriman & Co. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$108M
Net Income$5M
Employer EIN134973745
Plan Effective Date1945-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown Brothers Harriman & Co.)

Sponsor-wide plan assets over time

All Brown Brothers Harriman & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 29.603320375555075% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B 202220232024 $1.27B $1.65B ▲ +29.9%
Year Plans Participants Total Assets
2022 2 3,211 $1.3B
2023 2 3,255 $1.5B
2024 2 3,495 $1.7B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cash Balance Retirement Plan of Brown Brothers Harriman & Co. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Cash Balance Retirement Plan of Brown Brothers Harriman & Co., Total assets ($B): 0.107617117 · Participants: 141Cash Balance Retirement Plan of Brown Brothers Harriman & Co.IBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Cash Balance Retirement Plan of Brown Brothers Harriman & Co. side-by-side with 3 peers →

Cash Balance Retirement Plan of Brown Brothers Harriman & Co.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Teamsters Local 408 Pension Plan in NJ ($108M); by covered participants it is Virginia Oncology Associates, P. C. Cash Balance Plan in VA (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($108M here).

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Cash Balance Retirement Plan of Brown Brothers Harriman & Co. assets move in 2024? ▼
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. grew at a solid clip - up 5.1% during 2024, from $102M to $108M. Reported net income was $5M.
How have Brown Brothers Harriman & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown Brothers Harriman & Co.'s sponsor-wide assets grew 29.6%, from $1.3B to $1.7B.
Where does Cash Balance Retirement Plan of Brown Brothers Harriman & Co. rank by assets among Form 5500 filers? ▼
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. ranks in the 91st 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 Defined Benefit (Pension) plans are similar in size to Cash Balance Retirement Plan of Brown Brothers Harriman & Co.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Local 408 Pension Plan in NJ ($108M, 183 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cash Balance Retirement Plan of Brown Brothers Harriman & Co.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Virginia Oncology Associates, P. C. Cash Balance Plan in VA (141 participants, $26M 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 134973745.

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.