Brown & Brown 401(k) and pension plans

Brown & Brown, Inc., Daytona Beach, FL. EIN 59-0864469. Annual reports 2009–2025.

Brown & Brown, Inc. has one active retirement plan on file, the Brown & Brown, Inc Employee Savings Plan, with 15,728 participants and $2.0 billion in assets in 2025. Schwab has been its recordkeeper since 2009.

Active plans: 1
Participants: 15,728
Plan assets: $2.0 billion
401(k) recordkeeper: Schwab
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Brown & Brown, Inc Employee Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 59-0864469
Participants (2025): 15,728
Net assets (2025): $2.0 billion
Recordkeeper: Schwab2009–2025
Plan administrator: Brown & Brown, Inc.
300 North Beach Street
Daytona Beach, FL 32114
(386) 252-9601As filed for 2025
In effect since: January 1, 1985

Earlier plan names: Brown & Brown, Inc. Employees' Savings Plan; Brown & Brown, Inc Employee Savings Plan and Trust.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	15,728	$2.0 billion	Schwab
2024	15,772	$1.8 billion	Schwab
2023	15,675	$1.5 billion	Schwab
2022	14,827	$1.2 billion	Schwab
2021	13,980	$1.4 billion	Schwab
2020	13,042	$1.2 billion	Schwab
2019	12,212	$834 million	Schwab
2018	11,516	$646 million	Schwab
2017	10,330	$660 million	Schwab
2016	10,456	$523 million	Schwab
2015	9,989	$463 million	Schwab
2014	9,149	$453 million	Schwab
2013	8,320	$426 million	Schwab
2012	7,876	$340 million	Schwab
2011	6,558	$292 million	Schwab
2010	6,301	$286 million	Schwab
2009	6,097	$243 million	Schwab

Retirement Plan for Employees of Brown & Brown, Inc.

Cash balance pension, frozenStopped filing

No annual report since the 2018 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 001Employer EIN 59-0864469
Participants (2018): 130
Net assets (2018): $1.3 million
Administered by: Principal2009–2018
Plan administrator: Brown & Brown, Inc.
220 S Ridgewood Ave
Daytona Beach, FL 32114
(386) 252-9601As filed for 2018
In effect since: January 1, 1975

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	130	$1.3 million	Principal
2017	132	$2.6 million	Principal
2016	135	$2.5 million	Principal
2015	138	$2.4 million	Principal
2014	139	$2.7 million	Principal
2013	142	$2.5 million	Principal
2012	147	$2.2 million	Principal
2011	148	$2.0 million	Principal
2010	153	$2.0 million	Principal
2009	166	$1.8 million	Principal

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Brown & Brown, Inc Employee Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((386) 252-9601). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Brown & Brown, Inc Employee Savings Plan

Retirement Plan for Employees of Brown & Brown, Inc.

If you had money in one of these plans

What these numbers are

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