Money Purchase · DOL Form 5500 · 2022
Brentwood Academy Money Purchase Plan
Data updated 2026-08-11
- $7M
- Total assets
- 133
- Participants
- 58th
- Percentile by assets
- $55,053
- Avg per participant
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.
- 58th percentile by assets (of 139,126 plans)
- #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.
- $7M
- total plan assets (2022 EOY)
- 133
- covered participants
- 58th
- percentile by assets (of 139,126 plans)
- $55,053
- avg assets per participant
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.
Where Brentwood Academy Retirement Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Brentwood Academy Retirement Plan reports 133 participants - about 12% of that state average ($7M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$186K |
| Employer EIN | 620811952 |
| Plan Effective Date | 1980-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brentwood Academy)
| 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.
- Southern Electrical Retirement Fund $1.7B · 10,582
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $331M · 1,999
- U.a. Local Union No. 614 Pension Plan $166M · 1,308
- Midwest Pipe Trades Retirement Plan $159M · 1,481
- Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan $98M · 853
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Brentwood Academy Retirement Plan by total assets, not by location.
- United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan (NY) $7M · 319
- Missouri Historical Society Pension Plan (MO) $7M · 162
- Indiana Historical Society Defined Contribution Retirement Plan (IN) $7M · 107
- Abramson Center for Jewish Life Defined Contribution Plan (PA) $7M · 217
Frequently Asked Questions
How did Brentwood Academy Retirement Plan assets move in 2022? ▼
How have Brentwood Academy plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Brentwood Academy Retirement Plan? ▼
Next read for Brentwood Academy Retirement Plan
Filing takeaways
Ways to act on Brentwood Academy Retirement Plan's numbers.
- By total assets, Brentwood Academy Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans
- Brentwood Academy's sponsor-wide assets have grown 14.3% since 2022 across 3 plan years on file. More Educational Services plans