Other · DOL Form 5500 · 2022
The Briarwood School Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $82,990
- Avg per participant Below avg balance/head
Official DOL plan name: The Briarwood School Tda Plan · Sponsored by The Briarwood School · Texas · Educational Services
$7M in assets, 89 participants
The Briarwood School's The Briarwood School Tda Plan reported $7M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #1,694 in Educational Services (4,024 peers)
The Briarwood School multi-year trail
The Briarwood School's plans moved +21.1% in assets from 2022 to 2024; this filing shows The Briarwood School Tda Plan at $7M / 89 participants.
- #1,694
- in Educational Services (4,024 peers)
- -15.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Briarwood School Tda Plan's mid-pack asset rank among Educational Services and all filers
The Briarwood School Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,386,076 Top 41% higher than 59% 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 Briarwood School Tda 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 Briarwood School Tda Plan is a small filing (89 participants) on this national headcount ladder.
DOL schedule card
Filing strip 814638450 · The Briarwood School PY 2022 · Other
The Briarwood School Tda Plan · $7M · 89 · 59th
- RANK $7M
- PHOTO 89
- IND 59th
- EOY Other
- 5500 near Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County
- ASSETS ind #1694
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 Texas →
The Briarwood School Tda Plan in the asset neighbourhood
The Briarwood School multi-year asset trail
Sponsor-wide plan assets over time
All The Briarwood School plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 21.123677575234588% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 166 | $10M |
| 2023 | 2 | 166 | $10M |
| 2024 | 2 | 185 | $12M |
The Briarwood School filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 814638450 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
The Briarwood School Tda Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County in NJ ($7M); by covered participants it is Marymount California University Defined Contribution Plan in CA (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County (NJ) $7M · 168
- 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. (NY) $7M · 519
- Cornerstone Vna Retirement Plan (NH) $7M · 178
- Retirement Plan for Hourly Employees of Faculty- Student Association of State University of New York at Buffalo, Inc. (NY) $7M · 103
Similar participant headcount
Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.
- Marymount California University Defined Contribution Plan (CA) 89 · 0 off
- New England Historic Genealogical Society Defined Contribution Plan (MA) 89 · 0 off
- Old Trail School Defined Contribution Retirement Plan (OH) 89 · 0 off
- Fountain Valley School Defined Contribution Retirement Plan (CO) 89 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.