Other · DOL Form 5500 · 2022
The Branson School Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 90
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $347,889
- Avg per participant High balance/head
Official DOL plan name: The Branson School DC Retirement Plan · Sponsored by The Branson School · California · Educational Services
$31M in assets, 90 participants
The Branson School's The Branson School DC Retirement Plan reported $31M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,799 in Educational Services (4,024 peers)
Where The Branson School DC Retirement Plan sits by assets
The Branson School DC Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 90 participants (~$347,889/participant), down 10.8% in 2022.
- #2,799
- in Educational Services (4,024 peers)
- -10.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
The Branson School DC Retirement Plan's outsized position by total assets
The Branson School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,310,050 Top 17% higher than 83% 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
The Branson School DC Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Branson School DC Retirement Plan is a small filing (90 participants) on this national headcount ladder.
DOL schedule card
Filing strip 940338330 · The Branson School PY 2022 · Other
The Branson School DC Retirement Plan · $31M · 90 · 83rd
- PHOTO $31M
- PHOTO 90
- PHOTO 83rd
- PHOTO Other
- PHOTO near The Community Builders, Inc. Tax Sheltered Annuity Plan
- PHOTO ind #2799
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 California →
The Branson School DC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$4M |
| Employer EIN | 940338330 |
| Plan Effective Date | 1975-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Branson School)
Sponsor-wide plan assets over time
All The Branson School plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 29.851657854267238% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $31M |
| 2023 | 1 | 94 | $36M |
| 2024 | 1 | 97 | $41M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
The Branson School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Community Builders, Inc. Tax Sheltered Annuity Plan in MA ($31M); by covered participants it is Central Counties Health Centers Tax Sheltered Annuity Plan in IL (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 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.