401(k) · DOL Form 5500 · 2022

Academy of Basic Education 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
105
Participants Small participant base
77th
Percentile by assets National rank
$183,592
Avg per participant Above avg balance/head
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Official DOL plan name: Brookfield Academy Retirement Plan · Sponsored by Academy of Basic Education · Wisconsin · Educational Services

$19M in assets, 105 participants

Academy of Basic Education's Brookfield Academy Retirement Plan reported $19M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,421 in Educational Services (4,024 peers)

Coverage in Wisconsin

Brookfield Academy Retirement Plan covers 105 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.

#2,421
in Educational Services (4,024 peers)
+13.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Brookfield Academy Retirement Plan's outsized position by total assets

Brookfield Academy Retirement Plan vs every filed plan by assets

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

$19,277,172 Top 23% higher than 77% 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

Brookfield Academy 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. Brookfield Academy Retirement Plan sits mid-pack in the medium band (105 participants).

DOL schedule card

Filing strip 390987840 · Academy of Basic Education PY 2022 · 401(k)

Brookfield Academy Retirement Plan · $19M · 105 · 77th

  • VS-ST $19M
  • BOY 105
  • SCH 77th
  • EBSA 401(k)
  • PART near Arthur Schuman Inc. 401(k) Profit Sharing Plan
  • TYPE ind #2421

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 Wisconsin →

Brookfield Academy Retirement Plan in the asset neighbourhood

Brookfield Academy Retirement PlanBrookfield Academy Retiremen…$19MArthur Schuman Inc. 401(k) Profit Sharing PlanArthur Schuman Inc. 401(k) P…$19MPeoplease LLC PLC Services, LLC 401(k) PlanPeoplease LLC PLC Services, …$19MProfit Sharing Retirement Plan of Piedmont Federal Savings BankProfit Sharing Retirement Pl…$19MKyruus, Inc. Employee Retirement Savings PlanKyruus, Inc. Employee Retire…$19M
End-of-year total assets ($M) among Brookfield Academy Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN390987840
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Academy of Basic Education)

Sponsor-wide plan assets over time

All Academy of Basic Education plans reported in each filing year

Latest sponsor-wide plan assets
$23M 20.051743066877236% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.3M $23.1M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 105 $19M
2023 1 140 $21M
2024 1 130 $23M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Brookfield Academy Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Brookfield Academy Retirement Plan, Total assets ($B): 0.019277172 · Participants: 105Brookfield Academy Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Brookfield Academy Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Brookfield Academy Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Arthur Schuman Inc. 401(k) Profit Sharing Plan in NJ ($19M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

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 Brookfield Academy Retirement Plan assets move in 2022?
Brookfield Academy Retirement Plan grew at a solid clip - up 13.6% during 2022, from $17M to $19M. Reported net income was $2M.
How have Academy of Basic Education plan assets changed over time?
Across 3 plan years on file (2022-2024), Academy of Basic Education's sponsor-wide assets grew 20.1%, from $19M to $23M.
Where does Brookfield Academy Retirement Plan rank by assets among Form 5500 filers?
Brookfield Academy Retirement Plan ranks in the 77th 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 401(k) plans are similar in size to Brookfield Academy Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Arthur Schuman Inc. 401(k) Profit Sharing Plan in NJ ($19M, 492 participants).
Which 401(k) plans cover a similar participant headcount to Brookfield Academy Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 participants, N/A in assets).