Money Purchase · DOL Form 5500 · 2022

Brentwood Academy Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
133
Participants Small participant base
58th
Percentile by assets National rank
$55,053
Avg per participant Low balance/head
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Official DOL plan name: Brentwood Academy Retirement Plan · Sponsored by Brentwood Academy · Tennessee · Educational Services

$7M in assets, 133 participants

Brentwood Academy's Brentwood Academy Retirement Plan reported $7M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,687 in Educational Services (4,024 peers)

Coverage in Tennessee

Brentwood Academy Retirement Plan covers 133 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $7M.

#1,687
in Educational Services (4,024 peers)
-2.5%
assets change YoY

The plan reported a net loss of $186K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brentwood Academy Retirement Plan's mid-pack asset rank among Educational Services and all filers

Brentwood Academy Retirement Plan vs every filed plan by assets

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

$7,322,076 Top 42% higher than 58% 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 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. Brentwood Academy Retirement Plan sits mid-pack in the medium band (133 participants).

Published 5500 schedule card

Filing strip 620811952 · Brentwood Academy PY 2022 · Money Purchase

Brentwood Academy Retirement Plan · $7M · 133 · 58th

  • IND $7M
  • IND 133
  • IND 58th
  • IND Money Purchase
  • IND near United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan
  • IND ind #1687

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 Retirement Plan in the asset neighbourhood

Abramson Center for Jewish Life Defined Contribution PlanAbramson Center for Jewish L…$7MIndiana Historical Society Defined Contribution Retirement PlanIndiana Historical Society D…$7MUnited Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension PlanUnited Cerebral Palsy Associ…$7MBrentwood Academy Retirement PlanBrentwood Academy Retirement…$7MMissouri Historical Society Pension PlanMissouri Historical Society …$7M
End-of-year total assets ($M) among Brentwood Academy Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$186K
Employer EIN620811952
Plan Effective Date1980-09-15
Filing StatusFILING 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
$18M$19M$20M$21M$22M 202220232024 $18.4M $21.1M ▲ +14.3%
Year Plans Participants Total Assets
2022 2 266 $18M
2023 2 288 $20M
2024 2 402 $21M

Nearby Money Purchase Plans in Tennessee

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

Brentwood Academy Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Brentwood Academy Retirement Plan, Total assets ($B): 0.007322076 · Participants: 133Brentwood Academy Retirement PlanSouthern Electrical Retirement Fund, Total assets ($B): 1.721628674 · Participants: 10582Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.33110444 · Participants: 1999IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU.a. Local Union No. 614 Pension Plan, Total assets ($B): 0.166143137 · Participants: 1308U.a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.158666094 · Participants: 1481Midwest Pipe Trades Retirement PlanMillwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan, Total assets ($B): 0.097878043 · Participants: 853Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan
Brentwood Academy Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Brentwood Academy Retirement Plan side-by-side with 3 peers →

Brentwood Academy Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan in NY ($7M); by covered participants it is Safety Marking, Inc. Money Purchase Pension Plan in CT (134 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Brentwood Academy Retirement Plan assets move in 2022? ▼
Brentwood Academy Retirement Plan edged down modestly - down 2.5% during 2022, from $8M to $7M. Reported net income was -$186K.
How have Brentwood Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brentwood Academy's sponsor-wide assets grew 14.3%, from $18M to $21M.
Which Money Purchase plans are similar in size to Brentwood Academy Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan in NY ($7M, 319 participants).
Which Money Purchase plans cover a similar participant headcount to Brentwood Academy Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Safety Marking, Inc. Money Purchase Pension Plan in CT (134 participants, $6M 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 620811952.

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.