Other · DOL Form 5500 · 2022
Brookwood School Retirement Plan
Data updated 2026-08-11
- $27M
- Total assets
- 67
- Participants
- 82nd
- Percentile by assets
- $405,593
- Avg per participant
Official DOL plan name: Brookwood School 403(b) Retirement Plan · Sponsored by Brookwood School · Massachusetts · Educational Services
$27M in assets, 67 participants
Brookwood School's Brookwood School 403(b) Retirement Plan reported $27M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #2,692 in Educational Services (4,024 peers)
Where Brookwood School 403(b) Retirement Plan sits by assets
Brookwood School 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 67 participants (~$405,593/participant), down 13.4% in 2022.
- $27M
- total plan assets (2022 EOY)
- 67
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $405,593
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Brookwood School 403(b) Retirement Plan sits by total assets
Brookwood School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,174,746 Top 18% higher than 82% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Brookwood School 403(b) Retirement Plan vs the 2022 asset distribution
By assets, Brookwood School 403(b) Retirement Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$4M |
| Employer EIN | 042227413 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brookwood School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $27M |
| 2023 | 1 | 81 | $30M |
| 2024 | 1 | 81 | $31M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Brookwood School 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Similar-Sized Other Plans Nationally
Other plans in other states closest to Brookwood School 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Brookwood School 403(b) Retirement Plan assets move in 2022? ▼
How have Brookwood School plan assets changed over time? ▼
Where does Brookwood School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Brookwood School 403(b) Retirement Plan? ▼
Next read for Brookwood School 403(b) Retirement Plan
Scale reading
Ways to act on Brookwood School 403(b) Retirement Plan's numbers.
- By total assets, Brookwood School 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Brookwood School's sponsor-wide assets have grown 14.6% since 2022 across 3 plan years on file. More Educational Services plans