Other · DOL Form 5500 · 2022

Brimmer and May School Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
95
Participants Small participant base
76th
Percentile by assets National rank
$198,300
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brimmer and May Retirement Plan · Sponsored by Brimmer and May School · Massachusetts · Educational Services

$19M in assets, 95 participants

Brimmer and May School's Brimmer and May Retirement Plan reported $19M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,398 in Educational Services (4,024 peers)

Where Brimmer and May Retirement Plan sits by assets

Brimmer and May Retirement Plan sits in the top quartile of all filed plans by assets, $19M for 95 participants (~$198,300/participant), down 14.4% in 2022.

#2,398
in Educational Services (4,024 peers)
-14.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brimmer and May Retirement Plan's outsized position by total assets

Brimmer and May Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,838,510 Top 24% higher than 76% 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

Brimmer and May 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. Brimmer and May Retirement Plan is a small filing (95 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 042103935 · Brimmer and May School PY 2022 · Other

Brimmer and May Retirement Plan · $19M · 95 · 76th

  • VS-ST $19M
  • VS-ST 95
  • VS-ST 76th
  • VS-ST Other
  • VS-ST near Fountain Valley School Defined Contribution Retirement Plan
  • VS-ST ind #2398

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 Massachusetts →

Brimmer and May Retirement Plan in the asset neighbourhood

Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement PlanGoodwill Industries of North…$19MWellington School DC Retirement PlanWellington School DC Retirem…$19MBrimmer and May Retirement PlanBrimmer and May Retirement P…$19MFountain Valley School Defined Contribution Retirement PlanFountain Valley School Defin…$19MOak Hall Private School 403(b) DC and Tda PlanOak Hall Private School 403(…$19M
End-of-year total assets ($M) among Brimmer and May Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN042103935
Plan Effective Date1964-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brimmer and May School)

Sponsor-wide plan assets over time

All Brimmer and May School plans reported in each filing year

Latest sponsor-wide plan assets
$26M 35.722952611432646% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.8M $25.6M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 95 $19M
2023 1 95 $22M
2024 1 99 $26M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Brimmer and May Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Brimmer and May Retirement Plan, Total assets ($B): 0.01883851 · Participants: 95Brimmer and May Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Brimmer and May Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Brimmer and May Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Fountain Valley School Defined Contribution Retirement Plan in CO ($19M); by covered participants it is Maine Coast Memorial Hospital Retirement Plan in ME (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Brimmer and May Retirement Plan assets move in 2022? ▼
Brimmer and May Retirement Plan pulled back noticeably - down 14.4% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Brimmer and May School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brimmer and May School's sponsor-wide assets grew 35.7%, from $19M to $26M.
Where does Brimmer and May Retirement Plan rank by assets among Form 5500 filers? ▼
Brimmer and May Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Brimmer and May Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Fountain Valley School Defined Contribution Retirement Plan in CO ($19M, 89 participants).
Which Other plans cover a similar participant headcount to Brimmer and May Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Maine Coast Memorial Hospital Retirement Plan in ME (95 participants, $834K in assets).