Other · DOL Form 5500 · 2022

Brookgreen Gardens Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
140
Participants Small participant base
48th
Percentile by assets National rank
$32,211
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookgreen Gardens Retirement Plan 403b Annuity Plan · Sponsored by Brookgreen Gardens · South Carolina · Arts, Entertainment & Recreation

$5M in assets, 140 participants

Brookgreen Gardens's Brookgreen Gardens Retirement Plan 403b Annuity Plan reported $5M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,027 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in South Carolina

Brookgreen Gardens Retirement Plan 403b Annuity Plan covers 140 participants in South Carolina, about 38% of the average South Carolina filer (state average ~369 per filing). Assets: $5M.

#2,027
in Arts, Entertainment & Recreation (3,077 peers)
-19.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brookgreen Gardens Retirement Plan 403b Annuity Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Brookgreen Gardens Retirement Plan 403b Annuity Plan vs every filed plan by assets

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

$4,509,516 48th percentile higher than 48% 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

Brookgreen Gardens Retirement Plan 403b Annuity 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. Brookgreen Gardens Retirement Plan 403b Annuity Plan sits mid-pack in the medium band (140 participants).

DOL schedule card

Filing strip 570380356 · Brookgreen Gardens PY 2022 · Other

Brookgreen Gardens Retirement Plan 403b Annuity Plan · $5M · 140 · 48th

  • NET $5M
  • BOOK 140
  • VS-ST 48th
  • BOY Other
  • SCH near 403(b) Thrift Plan of Minnesota Jewish Community Center
  • EBSA ind #2027

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 Arts, Entertainment & Recreation retirement plans → · Plans in South Carolina →

Brookgreen Gardens Retirement Plan 403b Annuity Plan in the asset neighbourhood

Employee Benefit Plan of Valle Del Sol, IncorporatedEmployee Benefit Plan of Val…$5MBrookgreen Gardens Retirement Plan 403b Annuity PlanBrookgreen Gardens Retiremen…$5M403(b) Thrift Plan of Minnesota Jewish Community Center403(b) Thrift Plan of Minnes…$5MNorth Penn Comprehensive Health Services 403(b) PlanNorth Penn Comprehensive Hea…$5MDallas Center for the Performing Arts Foundation 403(b) PlanDallas Center for the Perfor…$5M
End-of-year total assets ($M) among Brookgreen Gardens Retirement Plan 403b Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN570380356
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookgreen Gardens)

Sponsor-wide plan assets over time

All Brookgreen Gardens plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.90049663866366% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.51M $5.95M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 140 $5M
2023 1 139 $5M
2024 1 146 $6M

Nearby Other Plans in South Carolina

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

Brookgreen Gardens Retirement Plan 403b Annuity Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -2000200400600800 Total assets ($M) Participants Brookgreen Gardens Retirement Plan 403b Annuity Plan, Total assets ($M): 4.509516 · Participants: 140Brookgreen Gardens Retirement Plan 403b Annuity PlanPrisma Health 401(a) Plan, Total assets ($M): 722.418332 · Participants: 21288Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 476.250452 · Participants: 5671Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 291.360453 · Participants: 1000Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 187.311536 · Participants: 3539Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 145.61959 · Participants: 2092Tidelands Health 403(b) Retirement Savings Plan
Brookgreen Gardens Retirement Plan 403b Annuity Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Brookgreen Gardens Retirement Plan 403b Annuity Plan side-by-side with 3 peers →

Brookgreen Gardens Retirement Plan 403b Annuity Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is 403(b) Thrift Plan of Minnesota Jewish Community Center in MN ($5M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Brookgreen Gardens Retirement Plan 403b Annuity Plan assets move in 2022? ▼
Brookgreen Gardens Retirement Plan 403b Annuity Plan declined sharply - down 19.2% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Brookgreen Gardens plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookgreen Gardens's sponsor-wide assets grew 31.9%, from $5M to $6M.
Which Other plans are similar in size to Brookgreen Gardens Retirement Plan 403b Annuity Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Minnesota Jewish Community Center in MN ($5M, 88 participants).
Which Other plans cover a similar participant headcount to Brookgreen Gardens Retirement Plan 403b Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants, $100M 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 570380356.

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.