Other · DOL Form 5500 · 2022

The Brearley School Retirement Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
317
Participants Below avg headcount
93rd
Percentile by assets National rank
$356,651
Avg per participant High balance/head
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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.

  • #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.

#3,553
in Educational Services (4,024 peers)
-13.5%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

The Brearley School Retirement Plan's outsized position 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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Brearley School Retirement 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. The Brearley School Retirement Plan sits mid-pack in the medium band (317 participants).

DOL schedule card

Filing strip 131623915 · The Brearley School PY 2022 · Other

The Brearley School Retirement Plan · $113M · 317 · 93rd

  • IND $113M
  • IND 317
  • IND 93rd
  • IND Other
  • IND near Family Health Centers of San Diego Tax Deferred Annuity Plan
  • IND ind #3553

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 New York →

The Brearley School Retirement Plan in the asset neighbourhood

The Blake School Defined Contribution PlanThe Blake School Defined Con…$113MFamily Health Centers of San Diego Tax Deferred Annuity PlanFamily Health Centers of San…$113MThe Brearley School Retirement PlanThe Brearley School Retireme…$113MCais Multiple Employer Plan$113MMeharry Medical College Defined Contribution PlanMeharry Medical College Defi…$113M
End-of-year total assets ($M) among The Brearley School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$113M
Net Income-$18M
Employer EIN131623915
Plan Effective Date1923-01-09
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brearley School)

Sponsor-wide plan assets over time

All The Brearley School plans reported in each filing year

Latest sponsor-wide plan assets
$139M 23.05641415491435% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $113M $139M ▲ +23.1%
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.

The Brearley School Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The Brearley School Retirement Plan, Total assets ($B): 0.113058487 · Participants: 317The Brearley School Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
The Brearley School Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Brearley School Retirement Plan side-by-side with 3 peers →

The Brearley School Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Family Health Centers of San Diego Tax Deferred Annuity Plan in CA ($113M); by covered participants it is University of Jamestown 403(b) DC Plan in ND (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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.

Frequently Asked Questions

How did The Brearley School Retirement Plan assets move in 2022? ▼
The Brearley School Retirement Plan pulled back noticeably - down 13.5% during 2022, from $131M to $113M. Reported net income was -$18M.
How have The Brearley School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brearley School's sponsor-wide assets grew 23.1%, from $113M to $139M.
Where does The Brearley School Retirement Plan rank by assets among Form 5500 filers? ▼
The Brearley School Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Brearley School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Family Health Centers of San Diego Tax Deferred Annuity Plan in CA ($113M, 2,117 participants).
Which Other plans cover a similar participant headcount to The Brearley School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Jamestown 403(b) DC Plan in ND (317 participants, $21M in assets).

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 131623915.

Read our methodology - how this data is sourced, computed, and verified.

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