Other · DOL Form 5500 · 2022

Breck School Retirement Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
266
Participants Below avg headcount
92nd
Percentile by assets National rank
$345,476
Avg per participant High balance/head
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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.

  • #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.

#3,468
in Educational Services (4,024 peers)
-17.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Breck School Retirement Plan's outsized position by total assets

Breck School Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$91,896,583 Top 8% higher than 92% of 139,123 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 2022

Breck School Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Breck School Retirement Plan sits mid-pack in the medium band (266 participants).

Plan-year Form 5500 strip

Filing strip 410693894 · Breck School PY 2022 · Other

Breck School Retirement Plan · $92M · 266 · 92nd

  • PART $92M
  • TYPE 266
  • NET 92nd
  • BOOK Other
  • VS-ST near Dcds 403(b) Plan
  • BOY ind #3468

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 Educational Services retirement plans → · Plans in Minnesota →

Breck School Retirement Plan in the asset neighbourhood

Gurwin Tax Deferred Annuity PlanGurwin Tax Deferred Annuity …$92MBreck School Retirement Plan$92MDcds 403(b) Plan$92MSt. Peter's Hospital 403(b) Tax Deferred Savings PlanSt. Peter's Hospital 403(b) …$92MKatherine Shaw Bethea Hospital Retirement Savings PlanKatherine Shaw Bethea Hospit…$92M
End-of-year total assets ($M) among Breck School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$92M
Net Income-$19M
Employer EIN410693894
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Breck School)

Sponsor-wide plan assets over time

All Breck School plans reported in each filing year

Latest sponsor-wide plan assets
$114M 23.893108190975937% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $91.9M $114M ▲ +23.9%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Breck School Retirement Plan, Total assets ($B): 0.091896583 · Participants: 266Breck School Retirement PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
Breck School Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Breck School Retirement Plan side-by-side with 3 peers →

Breck School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Dcds 403(b) Plan in MI ($92M); by covered participants it is Westminster College Defined Contribution Retirement Plan in PA (266 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Breck School Retirement Plan assets move in 2022? ▼
Breck School Retirement Plan declined sharply - down 17.5% during 2022, from $111M to $92M. Reported net income was -$19M.
How have Breck School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Breck School's sponsor-wide assets grew 23.9%, from $92M to $114M.
Where does Breck School Retirement Plan rank by assets among Form 5500 filers? ▼
Breck School Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Breck School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Dcds 403(b) Plan in MI ($92M, 282 participants).
Which Other plans cover a similar participant headcount to Breck School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Westminster College Defined Contribution Retirement Plan in PA (266 participants, $68M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410693894.

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.