Other · DOL Form 5500 · 2022

Brooks School Retirement Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
248
Participants Below avg headcount
89th
Percentile by assets National rank
$221,970
Avg per participant Above avg balance/head
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Official DOL plan name: Brooks School DC Retirement Plan · Sponsored by Brooks School · Massachusetts · Educational Services

$55M in assets, 248 participants

Brooks School's Brooks School DC Retirement Plan reported $55M in total assets and 248 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.

  • #3,187 in Educational Services (4,024 peers)

Coverage in Massachusetts

Brooks School DC Retirement Plan covers 248 participants in Massachusetts, about 38% of the average Massachusetts filer (state average ~659 per filing). Assets: $55M.

#3,187
in Educational Services (4,024 peers)
+9.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Brooks School DC Retirement Plan's outsized position by total assets

Brooks School DC Retirement Plan vs every filed plan by assets

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

$55,048,609 Top 11% higher than 89% 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

Brooks School DC 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. Brooks School DC Retirement Plan sits mid-pack in the medium band (248 participants).

Plan-year Form 5500 strip

Filing strip 042130844 · Brooks School PY 2022 · Other

Brooks School DC Retirement Plan · $55M · 248 · 89th

  • 5500 $55M
  • 5500 248
  • 5500 89th
  • 5500 Other
  • 5500 near Saint David's School Retirement Plan
  • 5500 ind #3187

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 →

Brooks School DC Retirement Plan in the asset neighbourhood

Pine Crest Preparatory School, Inc. 403(b) PlanPine Crest Preparatory Schoo…$55MHusson University Section 403(b) Retirement PlanHusson University Section 40…$55MSociety of Actuaries Research Institute 403(b) Retirement PlanSociety of Actuaries Researc…$55MSaint David's School Retirement PlanSaint David's School Retirem…$55MBrooks School DC Retirement PlanBrooks School DC Retirement …$55M
End-of-year total assets ($M) among Brooks School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$55M
Net Income$5M
Employer EIN042130844
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brooks School)

Sponsor-wide plan assets over time

All Brooks School plans reported in each filing year

Latest sponsor-wide plan assets
$67M 21.150499915447455% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.1M $66.7M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 248 $55M
2023 1 252 $61M
2024 1 167 $67M

Nearby Other Plans in Massachusetts

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

Brooks School DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Brooks School DC Retirement Plan, Total assets ($B): 0.055048609 · Participants: 248Brooks School DC 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
Brooks School DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Brooks School DC Retirement Plan side-by-side with 3 peers →

Brooks School DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Saint David's School Retirement Plan in NY ($55M); by covered participants it is St. Paul Academy and Summit School 403(b) DC Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Brooks School DC Retirement Plan assets move in 2022? ▼
Brooks School DC Retirement Plan grew at a solid clip - up 9.7% during 2022, from $50M to $55M. Reported net income was $5M.
How have Brooks School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brooks School's sponsor-wide assets grew 21.2%, from $55M to $67M.
Where does Brooks School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Brooks School DC Retirement 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 Brooks School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Saint David's School Retirement Plan in NY ($55M, 143 participants).
Which Other plans cover a similar participant headcount to Brooks School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Paul Academy and Summit School 403(b) DC Plan in MN (248 participants, $50M 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 042130844.

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.