Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Renbrook School 403(b) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Renbrook School, Inc. · Connecticut · Educational Services

What the 2023 filing shows

Renbrook School 403(b) Retirement Plan holds $26M for 95 participants — about $277,265 per participant, down 16.8% over the 2022 plan year.

$26M
total plan assets (2022 EOY)
95
covered participants
$277,265
avg assets per participant
-16.8%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$26M
Participants
95
State
Industry
Educational Services

What the Filing Says About Renbrook School 403(b) Retirement Plan

Renbrook School 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by Renbrook School, Inc., headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 95 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 060646702, and the plan has been effective since 1964-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2022 to $26M at year-end — a decline of 16.8%. Net assets (after liabilities) closed the year at $26M, with reported net income of $-5,327,417 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$32M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$-5,327,417
Plan TypeProfit Sharing
Employer EIN060646702
Plan Effective Date1964-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Renbrook School, Inc.)

Year Plans Participants Total Assets
2022 1 95 $26M
2023 1 91 $29M
2024 1 103 $29M

Nearby Profit Sharing Plans in Connecticut

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Frequently Asked Questions

How much money is in the Renbrook School 403(b) Retirement Plan?
As of the 2022 Form 5500 filing, Renbrook School 403(b) Retirement Plan holds $26M in total assets with 95 participants. It is sponsored by Renbrook School, Inc..
What type of plan is Renbrook School 403(b) Retirement Plan?
Renbrook School 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 1964-11-01. The plan is filed with the U.S. Department of Labor under EIN 060646702.
Who sponsors the Renbrook School 403(b) Retirement Plan?
Renbrook School 403(b) Retirement Plan is sponsored by Renbrook School, Inc., located in Connecticut. The sponsor's EIN is 060646702 and the plan operates in the Educational Services industry.
How did Renbrook School 403(b) Retirement Plan perform in 2022?
Renbrook School 403(b) Retirement Plan declined by 16.8% during 2022, moving from $32M to $26M in total assets. Net income was $-5,327,417.
Where can I find official filings for Renbrook School 403(b) Retirement Plan?
Official Form 5500 filings for Renbrook School 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060646702 or plan name at efast.dol.gov.
How does Renbrook School 403(b) Retirement Plan compare to other plans?
You can compare Renbrook School 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 060646702.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.