59 Wall Street Capital Accumulation Plan — Form 5500 plan (Brown Brothers Harriman & Co.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, 59 Wall Street Capital Accumulation Plan is a benefit plan reported by Brown Brothers Harriman & Co. under EIN 13-4973745 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,871 participants and $1,364,851,593 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.4BPlan net assets, end of year$1,364,851,593
Participants4.9KCovered participants reported4,871
Assets / participant$280.2KComputed: assets ÷ participants$280,199 (computed)
Provider compensation$230.3K1 Schedule C provider row(s)$230,251
Plan sponsor
Brown Brothers Harriman & Co.
EIN
13-4973745
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4,871 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.4B total assets
Net assets$1.4BLiabilities$0
Money in vs. money out
Total income / additions$292.1M
Total expenses$74.5M
Benefits paid / distributions$74.3M
Contributions
Employer$24.7M
Participant$41.7M
Full reported line items

Net assets

Total assets (EOY)
$1,364,851,593
Total liabilities (EOY)
$0
Net assets (EOY)
$1,364,851,593
Net assets (BOY)
$1,147,258,103

Income & contributions

Employer contributions
$24,687,823
Participant contributions
$41,653,117
Total contributions
$75,526,457
Total income / additions
$292,085,482

Expenses & distributions

Benefits paid
$74,259,680
Administrative expenses
$229,952
Total expenses
$74,491,992
Net increase / (decrease)
$217,593,490
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $230.3K · Indirect $0

Related Form 5500 pages