Other · DOL Form 5500 · 2022
Brooke Grove Foundation Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 735
- Participants Near avg headcount
- 67th
- Percentile by assets National rank
- $15,230
- Avg per participant Low balance/head
Official DOL plan name: Brooke Grove Foundation Retirement Income Plan · Sponsored by Brooke Grove Foundation Inc. · Maryland · Healthcare & Social Assistance
$11M in assets, 735 participants
Brooke Grove Foundation Inc.'s Brooke Grove Foundation Retirement Income Plan reported $11M in total assets and 735 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #14,503 in Healthcare & Social Assistance (20,060 peers)
Brooke Grove Foundation Inc. multi-year trail
Brooke Grove Foundation Inc.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Brooke Grove Foundation Retirement Income Plan at $11M / 735 participants.
- #14,503
- in Healthcare & Social Assistance (20,060 peers)
- -12.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brooke Grove Foundation Retirement Income Plan's outsized position by total assets
Brooke Grove Foundation Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,194,093 Top 33% higher than 67% 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
Brooke Grove Foundation Retirement Income 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. Brooke Grove Foundation Retirement Income Plan sits mid-pack in the medium band (735 participants).
Published 5500 schedule card
Filing strip 520634722 · Brooke Grove Foundation Inc. PY 2022 · Other
Brooke Grove Foundation Retirement Income Plan · $11M · 735 · 67th
- TYPE $11M
- TYPE 735
- TYPE 67th
- TYPE Other
- TYPE near Madison Ridgeland Academy 403(b) DC Plan
- TYPE ind #14503
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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →
Brooke Grove Foundation Retirement Income Plan in the asset neighbourhood
Brooke Grove Foundation Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Brooke Grove Foundation Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 19.759063999200293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 735 | $11M |
| 2023 | 1 | 708 | $13M |
| 2024 | 1 | 596 | $13M |
Brooke Grove Foundation Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 520634722 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $6.7B · 26,366
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.5B · 8,736
- Medstar Health, Inc. Retirement Savings Plan $2.4B · 30,441
- Howard Hughes Medical Institute Retirement Savings Plan $1.6B · 2,041
- Johns Hopkins Health System Corporation 403(b) Plan $1.2B · 17,244
Brooke Grove Foundation Retirement Income Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Madison Ridgeland Academy 403(b) DC Plan in MS ($11M); by covered participants it is La Clinica De Familia, Inc. 401(k) Employees' Retirement Plan & Trust in NM (735 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (735 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.