Other · DOL Form 5500 · 2022
Breck School Retirement Plan
Data updated 2026-08-11
- $92M
- Total assets
- 266
- Participants
- 92nd
- Percentile by assets
- $345,476
- Avg per participant
Official DOL plan name: Breck School Retirement Plan · Sponsored by Breck School · Minnesota · Educational Services
$92M in assets, 266 participants
Breck School's Breck School Retirement Plan reported $92M in total assets and 266 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #3,468 in Educational Services (4,024 peers)
Coverage in Minnesota
Breck School Retirement Plan covers 266 participants in Minnesota, about 24% of the average Minnesota filer (state average ~1,126 per filing). Assets: $92M.
- $92M
- total plan assets (2022 EOY)
- 266
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $345,476
- avg assets per participant
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Breck School Retirement Plan reports 266 participants - about 24% of that state average ($92M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | -$19M |
| Employer EIN | 410693894 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Breck School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 266 | $92M |
| 2023 | 1 | 275 | $105M |
| 2024 | 1 | 287 | $114M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
Breck School Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
Similar-Sized Other Plans Nationally
Other plans in other states closest to Breck School Retirement Plan by total assets, not by location.
- Dcds 403(b) Plan (MI) $92M · 282
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan (MT) $92M · 1,787
- Katherine Shaw Bethea Hospital Retirement Savings Plan (IL) $92M · 905
- Gurwin Tax Deferred Annuity Plan (NY) $92M · 988
Frequently Asked Questions
How did Breck School Retirement Plan assets move in 2022? ▼
How have Breck School plan assets changed over time? ▼
Where does Breck School Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Breck School Retirement Plan? ▼
Next read for Breck School Retirement Plan
Filing takeaways
Ways to act on Breck School Retirement Plan's numbers.
- By total assets, Breck School Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
- Breck School's sponsor-wide assets have grown 23.9% since 2022 across 3 plan years on file. More Educational Services plans