Other · DOL Form 5500 · 2022

Brentwood School Retirement Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
383
Participants Below avg headcount
91st
Percentile by assets National rank
$204,167
Avg per participant Above avg balance/head
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Official DOL plan name: Brentwood School Retirement Plan · Sponsored by Brentwood School · California · Educational Services

$78M in assets, 383 participants

Brentwood School's Brentwood School Retirement Plan reported $78M in total assets and 383 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,376 in Educational Services (4,024 peers)

Where Brentwood School Retirement Plan sits by assets

Brentwood School Retirement Plan sits in the top 10% of all filed plans by assets, $78M for 383 participants (~$204,167/participant), up 12.1% in 2022.

#3,376
in Educational Services (4,024 peers)
+12.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Brentwood School Retirement Plan's outsized position by total assets

Brentwood School Retirement Plan vs every filed plan by assets

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

$78,196,094 Top 9% higher than 91% 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

Brentwood School 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. Brentwood School Retirement Plan sits mid-pack in the medium band (383 participants).

Plan-year Form 5500 strip

Filing strip 951426236 · Brentwood School PY 2022 · Other

Brentwood School Retirement Plan · $78M · 383 · 91st

  • PCT $78M
  • EIN 383
  • RANK 91st
  • PHOTO Other
  • IND near The Adirondack Health Tax Deferred Annuity Plan
  • EOY ind #3376

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 California →

Brentwood School Retirement Plan in the asset neighbourhood

Meredith College Retirement PlanMeredith College Retirement …$79MHillside Children's Center 403(b) PlanHillside Children's Center 4…$79MThe Adirondack Health Tax Deferred Annuity PlanThe Adirondack Health Tax De…$79MBrentwood School Retirement PlanBrentwood School Retirement …$78MSheppard Pratt Health System Tax Sheltered Annuity ProgramSheppard Pratt Health System…$77M
End-of-year total assets ($M) among Brentwood School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$78M
Net Income$8M
Employer EIN951426236
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brentwood School)

Sponsor-wide plan assets over time

All Brentwood School plans reported in each filing year

Latest sponsor-wide plan assets
$100M 27.574885006404543% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.2M $99.8M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 383 $78M
2023 1 364 $90M
2024 1 374 $100M

Nearby Other Plans in California

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

Brentwood School Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Brentwood School Retirement Plan, Total assets ($B): 0.078196094 · Participants: 383Brentwood School Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Brentwood School Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Brentwood School Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Other by assets is The Adirondack Health Tax Deferred Annuity Plan in NY ($79M); by covered participants it is Crystal Springs, Inc. 403(b) Retirement Plan in MA (383 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Brentwood School Retirement Plan assets move in 2022? ▼
Brentwood School Retirement Plan grew at a solid clip - up 12.1% during 2022, from $70M to $78M. Reported net income was $8M.
How have Brentwood School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brentwood School's sponsor-wide assets grew 27.6%, from $78M to $100M.
Where does Brentwood School Retirement Plan rank by assets among Form 5500 filers? ▼
Brentwood School Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Brentwood School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Adirondack Health Tax Deferred Annuity Plan in NY ($79M, 915 participants).
Which Other plans cover a similar participant headcount to Brentwood School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Crystal Springs, Inc. 403(b) Retirement Plan in MA (383 participants, $2M 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 951426236.

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.