Other · DOL Form 5500 · 2022
The Brearley School Retirement Plan
Data updated 2026-08-11
- $113M
- Total assets
- 317
- Participants
- 93rd
- Percentile by assets
- $356,651
- Avg per participant
Official DOL plan name: The Brearley School Retirement Plan · Sponsored by The Brearley School · New York · Educational Services
$113M in assets, 317 participants
The Brearley School's The Brearley School Retirement Plan reported $113M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #3,553 in Educational Services (4,024 peers)
Coverage in New York
The Brearley School Retirement Plan covers 317 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $113M.
- $113M
- total plan assets (2022 EOY)
- 317
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $356,651
- avg assets per participant
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The Brearley School Retirement Plan sits by total assets
The Brearley School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$113,058,487 Top 7% higher than 93% 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
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Brearley School Retirement Plan reports 317 participants - about 40% of that state average ($113M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | -$18M |
| Employer EIN | 131623915 |
| Plan Effective Date | 1923-01-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Brearley School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 317 | $113M |
| 2023 | 1 | 337 | $129M |
| 2024 | 1 | 382 | $139M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Brearley School Retirement Plan by total assets, not by location.
- Family Health Centers of San Diego Tax Deferred Annuity Plan (CA) $113M · 2,117
- Cais Multiple Employer Plan (CT) $113M · 605
- Meharry Medical College Defined Contribution Plan (TN) $113M · 1,132
- The Blake School Defined Contribution Plan (MN) $113M · 359
Frequently Asked Questions
How did The Brearley School Retirement Plan assets move in 2022? ▼
How have The Brearley School plan assets changed over time? ▼
Where does The Brearley School Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Brearley School Retirement Plan? ▼
Next read for The Brearley School Retirement Plan
Filing takeaways
Ways to act on The Brearley School Retirement Plan's numbers.
- By total assets, The Brearley School Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- The Brearley School's sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Educational Services plans