Other · DOL Form 5500 · 2022

Phillips Brooks School Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
80
Participants Small participant base
72nd
Percentile by assets National rank
$184,675
Avg per participant Above avg balance/head
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Official DOL plan name: Phillips Brooks School 403(b) DC Plan · Sponsored by Phillips Brooks School · California · Educational Services

$15M in assets, 80 participants

Phillips Brooks School's Phillips Brooks School 403(b) DC Plan reported $15M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,201 in Educational Services (4,024 peers)

Phillips Brooks School multi-year trail

Phillips Brooks School's plans moved +11.5% in assets from 2022 to 2024; this filing shows Phillips Brooks School 403(b) DC Plan at $15M / 80 participants.

#2,201
in Educational Services (4,024 peers)
+11.5%
assets growth YoY

Phillips Brooks School 403(b) DC Plan's outsized position by total assets

Phillips Brooks School 403(b) DC Plan vs every filed plan by assets

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

$14,774,024 Top 28% higher than 72% 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

Phillips Brooks School 403(b) DC Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillips Brooks School 403(b) DC Plan is a small filing (80 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 942494458 · Phillips Brooks School PY 2022 · Other

Phillips Brooks School 403(b) DC Plan · $15M · 80 · 72nd

  • PART $15M
  • PART 80
  • PART 72nd
  • PART Other
  • PART near Sanctuary for Families 403(b) Plan
  • PART ind #2201

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 California →

Phillips Brooks School 403(b) DC Plan in the asset neighbourhood

Employee Benefit Plan of Spectrum Health Systems, Inc.Employee Benefit Plan of Spe…$15MPhillips Brooks School 403(b) DC PlanPhillips Brooks School 403(b…$15MSanctuary for Families 403(b) PlanSanctuary for Families 403(b…$15MThe Hole in the Wall Gang Fund, Inc. Defined Contribution PlanThe Hole in the Wall Gang Fu…$15MBrescia University, Inc. Retirement PlanBrescia University, Inc. Ret…$15M
End-of-year total assets ($M) among Phillips Brooks School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Phillips Brooks School multi-year asset trail

Sponsor-wide plan assets over time

All Phillips Brooks School plans reported in each filing year

Latest sponsor-wide plan assets
$16M 11.483242480180078% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.8M $16.5M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 80 $15M
2023 1 65 $16M
2024 1 101 $16M

Phillips Brooks School filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN942494458
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Phillips Brooks School 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Phillips Brooks School 403(b) DC Plan, Total assets ($B): 0.014774024 · Participants: 80Phillips Brooks School 403(b) DC PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Phillips Brooks School 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants
Compare Phillips Brooks School 403(b) DC Plan side-by-side with 3 peers →

Phillips Brooks School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Sanctuary for Families 403(b) Plan in NY ($15M); by covered participants it is George Ade Memorial Healthcare Center Matching Plan in IN (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Phillips Brooks School 403(b) DC Plan assets move in 2022? ▼
Phillips Brooks School 403(b) DC Plan grew at a solid clip - up 11.5% during 2022, from $13M to $15M. Reported net income was $2M.
How have Phillips Brooks School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Brooks School's sponsor-wide assets grew 11.5%, from $15M to $16M.
Which Other plans are similar in size to Phillips Brooks School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Sanctuary for Families 403(b) Plan in NY ($15M, 222 participants).
Which Other plans cover a similar participant headcount to Phillips Brooks School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is George Ade Memorial Healthcare Center Matching Plan in IN (80 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 942494458.

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.