Other · DOL Form 5500 · 2022
Brentwood Academy Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $83,458
- Avg per participant Below avg balance/head
Official DOL plan name: Brentwood Academy Defined Contribution Plan · Sponsored by Brentwood Academy · Tennessee · Educational Services
$11M in assets, 133 participants
Brentwood Academy's Brentwood Academy Defined Contribution Plan reported $11M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #1,984 in Educational Services (4,024 peers)
Coverage in Tennessee
Brentwood Academy Defined Contribution Plan covers 133 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $11M.
- #1,984
- in Educational Services (4,024 peers)
- +1.8%
- assets growth YoY
Brentwood Academy Defined Contribution Plan's outsized position by total assets
Brentwood Academy Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,099,900 Top 33% higher than 67% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Brentwood Academy Defined Contribution 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 Academy Defined Contribution Plan sits mid-pack in the medium band (133 participants).
EBSA filing schedule strip
Filing strip 620811952 · Brentwood Academy PY 2022 · Other
Brentwood Academy Defined Contribution Plan · $11M · 133 · 67th
- EOY $11M
- 5500 133
- ASSETS 67th
- PCT Other
- EIN near Westminster School 403(b) DC Plan
- RANK ind #1984
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 Tennessee →
Brentwood Academy Defined Contribution Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $197K |
| Employer EIN | 620811952 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brentwood Academy)
Sponsor-wide plan assets over time
All Brentwood Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 14.311711186682688% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 266 | $18M |
| 2023 | 2 | 288 | $20M |
| 2024 | 2 | 402 | $21M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $3.4B · 28,507
- Vanderbilt University Retirement Plan $2.1B · 6,874
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $919M · 4,892
- Ballad Health 403(b) Plan $517M · 11,477
- Southeastern Carpenters and Millwrights Pension Plan $468M · 9,451
Brentwood Academy Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Westminster School 403(b) DC Plan in OK ($11M); by covered participants it is Lifestream Services Inc. Retirement Savings Plan in IN (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (133 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.