Other · DOL Form 5500 · 2022

Brenau University Retirement Plan

Data updated 2026-08-11

$56M
Total assets
389
Participants
89th
Percentile by assets
$144,903
Avg per participant
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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.

  • 89th percentile by assets (of 139,126 plans)
  • #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.

$56M
total plan assets (2022 EOY)
389
covered participants
89th
percentile by assets (of 139,126 plans)
$144,903
avg assets per participant

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.

Where Brenau University 403(b) Defined Contribution Plan sits 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

This plan $0 $2,010,000,000 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

State
Georgia
Industry
Educational Services

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Brenau University 403(b) Defined Contribution Plan reports 389 participants - about 35% of that state average ($56M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$56M
Net Income-$8M
Employer EIN580566143
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brenau University)

$55M$60M$65M$70M 202220232024 $56.4M $67.5M ▲ +19.7%
Total plan assets by year, all Brenau University plans on file
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.

Brenau University 403(b) Defined Contribution Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Brenau University 40…, Total assets ($B): 0.056367309 · Participants: 389Brenau University 40…Wellstar Health Syst…, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health Syst…Northside Hospital 4…, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 4…Childrens Healthcare…, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare…IBEW Local 613 Defin…, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defin…Mercer University De…, Total assets ($B): 0.453786357 · Participants: 1982Mercer University De…
Brenau University 403(b) Defined Contribution Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Brenau University 403(b) Defined Contrib… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Brenau University 403(b) Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did Brenau University 403(b) Defined Contribution Plan assets move in 2022? ▼
Brenau University 403(b) Defined Contribution Plan pulled back noticeably - down 12.4% during 2022, from $64M to $56M. Reported net income was -$8M.
How have Brenau University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brenau University's sponsor-wide assets grew 19.7%, from $56M to $67M.
Where does Brenau University 403(b) Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Brenau University 403(b) Defined Contribution Plan ranks in the 89th 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 Brenau University 403(b) Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Belmont Hill School Defined Contribution Retirement Plan in MA ($56M, 126 participants).

Next read for Brenau University 403(b) Defined Contrib…

Filing takeaways

Ways to act on Brenau University 403(b) Defined Contribution Plan's numbers.

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 580566143.

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.