ESOP · DOL Form 5500 · 2024

Brown Capital Management Holdings, Inc. ESOP

Data updated 2026-08-25

$211M
Total assets Near avg plan size
35
Participants Small participant base
94th
Percentile by assets National rank
$6.0M
Avg per participant High balance/head
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Official DOL plan name: Brown Capital Management ESOP · Sponsored by Brown Capital Management Holdings, Inc. · Maryland · Finance & Insurance

$211M in assets, 35 participants

Brown Capital Management Holdings, Inc.'s Brown Capital Management ESOP reported $211M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,792 in Finance & Insurance (8,549 peers)

Where Brown Capital Management ESOP sits by assets

Brown Capital Management ESOP sits in the top 10% of all filed plans by assets, $211M for 35 participants (~$6.0M/participant), down 34.0% in 2024.

#7,792
in Finance & Insurance (8,549 peers)
-34.0%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $107M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brown Capital Management ESOP's outsized position by total assets

Brown Capital Management ESOP vs every filed plan by assets

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

$211,360,737 Top 6% higher than 94% 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 Capital Management ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown Capital Management ESOP is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brown Capital Management ESOP reported net income fell from -$46M in the plan year 2023 filing to -$107M in the plan year 2024 filing.
  • Brown Capital Management ESOP end-of-year assets fell from $320M in the plan year 2023 filing to $211M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 811880665 · Brown Capital Management Holdings, Inc. PY 2024 · ESOP

Brown Capital Management ESOP · $211M · 35 · 94th

  • EIN $211M
  • RANK 35
  • PHOTO 94th
  • IND ESOP
  • EOY near Holden Industries, Inc. Employee Stock Ownership Plan
  • 5500 ind #7792

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 What is an ESOP? → · Plans in Maryland →

Brown Capital Management ESOP in the asset neighbourhood

Brown Capital Management ESOP$211MHolden Industries, Inc. Employee Stock Ownership PlanHolden Industries, Inc. Empl…$210MCommonwealth Holdings, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. …$208MManson Construction Co. Non-Craft Employee Stock Ownership PlanManson Construction Co. Non-…$207MAir Treatment Corporation Employee Stock Ownership PlanAir Treatment Corporation Em…$203M
End-of-year total assets ($M) among Brown Capital Management ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$320M
Net Assets (End of Year)$141M
Net Income-$107M
Employer EIN811880665
Plan Effective Date2016-03-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown Capital Management Holdings, Inc.)

Sponsor-wide plan assets over time

All Brown Capital Management Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$211M 42.58279663743145% vs 2022
2024 filing year
$150M$200M$250M$300M$350M$400M 202220232024 $368M $211M ▼ -42.6%
Year Plans Participants Total Assets
2022 1 34 $368M
2023 1 35 $320M
2024 1 35 $211M

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

Brown Capital Management ESOP vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Brown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOPEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanEa Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan, Total assets ($B): 0.133694947 · Participants: 594Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan
Brown Capital Management ESOP vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Brown Capital Management ESOP side-by-side with 3 peers →

Brown Capital Management ESOP's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Holden Industries, Inc. Employee Stock Ownership Plan in IL ($210M); by covered participants it is Micro Craft ESOP in TN (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Capital Management ESOP assets move in 2024? ▼
Brown Capital Management ESOP contracted severely - down 34.0% during 2024, from $320M to $211M. Reported net income was -$107M.
How have Brown Capital Management Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown Capital Management Holdings, Inc.'s sponsor-wide assets declined 42.6%, from $368M to $211M.
Where does Brown Capital Management ESOP rank by assets among Form 5500 filers? ▼
Brown Capital Management ESOP ranks in the 94th 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 ESOP plans are similar in size to Brown Capital Management ESOP? ▼
Among ESOP plans in other states, the closest by assets is Holden Industries, Inc. Employee Stock Ownership Plan in IL ($210M, 1,271 participants).
Which ESOP plans cover a similar participant headcount to Brown Capital Management ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Micro Craft ESOP in TN (35 participants, $108 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 811880665.

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.