Other · DOL Form 5500 · 2022

The Brookwood Community Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
110
Participants Small participant base
53rd
Percentile by assets National rank
$51,231
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Brookwood Community Tax Deferred Annuity Plan · Sponsored by The Brookwood Community · Texas · Healthcare & Social Assistance

$6M in assets, 110 participants

The Brookwood Community's The Brookwood Community Tax Deferred Annuity Plan reported $6M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #11,801 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

The Brookwood Community Tax Deferred Annuity Plan covers 110 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#11,801
in Healthcare & Social Assistance (20,060 peers)
+3.8%
assets growth YoY

The Brookwood Community Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Brookwood Community Tax Deferred Annuity Plan vs every filed plan by assets

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

$5,635,457 Top 47% higher than 53% 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

The Brookwood Community Tax Deferred 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. The Brookwood Community Tax Deferred Annuity Plan sits mid-pack in the medium band (110 participants).

Published 5500 schedule card

Filing strip 741587672 · The Brookwood Community PY 2022 · Other

The Brookwood Community Tax Deferred Annuity Plan · $6M · 110 · 53rd

  • EBSA $6M
  • EBSA 110
  • EBSA 53rd
  • EBSA Other
  • EBSA near Ararat Home Retirement Plan
  • EBSA ind #11801

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

The Brookwood Community Tax Deferred Annuity Plan in the asset neighbourhood

Ethos Retirement Plan$6MThe Brookwood Community Tax Deferred Annuity PlanThe Brookwood Community Tax …$6MArarat Home Retirement Plan$6MGracemed Health Clinic, Inc. 403(b) Retirement PlanGracemed Health Clinic, Inc.…$6MThe Center Retirement Plan$6M
End-of-year total assets ($M) among The Brookwood Community Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$213K
Employer EIN741587672
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brookwood Community)

Sponsor-wide plan assets over time

All The Brookwood Community plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.61987182228522% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.64M $7.19M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 110 $6M
2023 1 113 $7M
2024 1 122 $7M

Nearby Other Plans in Texas

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

The Brookwood Community Tax Deferred Annuity Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants The Brookwood Community Tax Deferred Annuity Plan, Total assets ($B): 0.005635457 · Participants: 110The Brookwood Community Tax Deferred Annuity PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
The Brookwood Community Tax Deferred Annuity Plan vs. nearby Other plans in Texas, assets vs. participants
Compare The Brookwood Community Tax Deferred Annuity Plan side-by-side with 3 peers →

The Brookwood Community Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Ararat Home Retirement Plan in CA ($6M); by covered participants it is Valley Christian School System 403(b) Plan in CA (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 The Brookwood Community Tax Deferred Annuity Plan assets move in 2022? ▼
The Brookwood Community Tax Deferred Annuity Plan edged up modestly - up 3.8% during 2022, from $5M to $6M. Reported net income was $213K.
How have The Brookwood Community plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brookwood Community's sponsor-wide assets grew 27.6%, from $6M to $7M.
Which Other plans are similar in size to The Brookwood Community Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Ararat Home Retirement Plan in CA ($6M, 474 participants).
Which Other plans cover a similar participant headcount to The Brookwood Community Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Valley Christian School System 403(b) Plan in CA (110 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 741587672.

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.