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
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,871 | H, C | 20241010134104NAL0040195090001 |
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
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.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $230,251 | $0 | 2023 |