Other · DOL Form 5500 · 2022
Brenau University Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 389
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $144,903
- Avg per participant Above avg balance/head
Official DOL plan name: Brenau University 403(b) Defined Contribution Plan · Sponsored by Brenau University · Georgia · Educational Services
$56M in assets, 389 participants
Brenau University's Brenau University 403(b) Defined Contribution Plan reported $56M in total assets and 389 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #3,203 in Educational Services (4,024 peers)
Coverage in Georgia
Brenau University 403(b) Defined Contribution Plan covers 389 participants in Georgia, about 35% of the average Georgia filer (state average ~1,096 per filing). Assets: $56M.
- #3,203
- in Educational Services (4,024 peers)
- -12.4%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brenau University 403(b) Defined Contribution Plan's outsized position by total assets
Brenau University 403(b) Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$56,367,309 Top 11% higher than 89% 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
Brenau University 403(b) Defined Contribution 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. Brenau University 403(b) Defined Contribution Plan sits mid-pack in the medium band (389 participants).
Published 5500 schedule card
Filing strip 580566143 · Brenau University PY 2022 · Other
Brenau University 403(b) Defined Contribution Plan · $56M · 389 · 89th
- TYPE $56M
- TYPE 389
- TYPE 89th
- TYPE Other
- TYPE near Belmont Hill School Defined Contribution Retirement Plan
- TYPE ind #3203
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 Georgia →
Brenau University 403(b) Defined Contribution Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | -$8M |
| Employer EIN | 580566143 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brenau University)
Sponsor-wide plan assets over time
All Brenau University plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 19.724184455922845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 389 | $56M |
| 2023 | 1 | 372 | $63M |
| 2024 | 1 | 367 | $67M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $1.7B · 24,566
- Northside Hospital 403(b) Retirement Plan $1.2B · 25,169
- Childrens Healthcare of Atlanta Inc Share Plan $1.0B · 12,262
- IBEW Local 613 Defined Contribution Pension Plan $582M · 5,837
- Mercer University Defined Contribution Retirement Plan $454M · 1,982
Brenau University 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Belmont Hill School Defined Contribution Retirement Plan in MA ($56M); by covered participants it is Lovelace Biomedical Research Institute Tda and DC Plan in NM (389 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.
- Lovelace Biomedical Research Institute Tda and DC Plan (NM) 389 · 0 off
- Atlantic Council of the United States 403(b)DC Plan (DC) 389 · 0 off
- Balance Autism Retirement Plan (IA) 389 · 0 off
- Cades Defined Contribution Retirement Plan (PA) 389 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.