401(k) · DOL Form 5500 · 2024

Brown Brothers Harriman & Co. 401(k) Plan

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
3,354
Participants Above avg headcount
99th
Percentile by assets National rank
$460,280
Avg per participant High balance/head
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Official DOL plan name: 59 Wall Street Capital Accumulation Plan · Sponsored by Brown Brothers Harriman & Co. · New York · Finance & Insurance

$1.5B in assets, 3,354 participants

Brown Brothers Harriman & Co.'s 59 Wall Street Capital Accumulation Plan reported $1.5B in total assets and 3,354 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,380 in Finance & Insurance (8,549 peers)

Coverage in New York

59 Wall Street Capital Accumulation Plan covers 3,354 participants in New York, 4.2x the typical New York plan (state average ~798 per filing). Assets: $1.5B.

#8,380
in Finance & Insurance (8,549 peers)
+13.1%
assets growth YoY
15×
vs typical plan assets (national mean)

59 Wall Street Capital Accumulation Plan's outsized position by total assets

59 Wall Street Capital Accumulation Plan vs every filed plan by assets

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

$1,543,779,284 Top 1% higher than 99% 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

59 Wall Street Capital Accumulation 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. 59 Wall Street Capital Accumulation Plan lands in the large band (3,354 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 59 Wall Street Capital Accumulation Plan reported net income fell from $218M in the plan year 2023 filing to $179M in the plan year 2024 filing.
  • 59 Wall Street Capital Accumulation Plan end-of-year assets rose from $1.4B in the plan year 2023 filing to $1.5B in the plan year 2024 filing.
  • 59 Wall Street Capital Accumulation Plan reported participants rose from 3,056 in the plan year 2023 filing to 3,354 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 134973745 · Brown Brothers Harriman & Co. PY 2024 · 401(k)

59 Wall Street Capital Accumulation Plan · $1.5B · 3,354 · 99th

  • EBSA $1.5B
  • PART 3,354
  • TYPE 99th
  • NET 401(k)
  • BOOK near Csx Corporation 401(k) Plan
  • VS-ST ind #8380

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 →

59 Wall Street Capital Accumulation Plan in the asset neighbourhood

International Motors, LLC 401(k) Retirement PlanInternational Motors, LLC 40…$1.5B59 Wall Street Capital Accumulation Plan59 Wall Street Capital Accum…$1.5BCsx Corporation 401(k) Plan$1.5BHorizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment PlanHorizon Blue Cross Blue Shie…$1.5BCsx Corporation Capital Builder PlanCsx Corporation Capital Buil…$1.5B
End-of-year total assets ($B) among 59 Wall Street Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.5B
Net Income$179M
Employer EIN134973745
Plan Effective Date1982-12-01
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 401(k) Plans in New York

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

59 Wall Street Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants 59 Wall Street Capital Accumulation Plan, Total assets ($B): 1.543779284 · Participants: 335459 Wall Street Capital Accumulation PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
59 Wall Street Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare 59 Wall Street Capital Accumulation Plan side-by-side with 3 peers →

59 Wall Street Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Csx Corporation 401(k) Plan in FL ($1.5B); by covered participants it is Dynamic Human Resources, Inc. 401(k) Plan in MI (3,354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,354 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 59 Wall Street Capital Accumulation Plan assets move in 2024? ▼
59 Wall Street Capital Accumulation Plan grew at a solid clip - up 13.1% during 2024, from $1.4B to $1.5B. Reported net income was $179M.
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 59 Wall Street Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
59 Wall Street Capital Accumulation Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to 59 Wall Street Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Csx Corporation 401(k) Plan in FL ($1.5B, 3,335 participants).
Which 401(k) plans cover a similar participant headcount to 59 Wall Street Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dynamic Human Resources, Inc. 401(k) Plan in MI (3,354 participants, $69M 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.