Other · DOL Form 5500 · 2022

Brookstone School, Inc. Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
156
Participants Small participant base
77th
Percentile by assets National rank
$129,597
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookstone School, Inc. Retirement Plan · Sponsored by Brookstone School, Inc. · Georgia · Educational Services

$20M in assets, 156 participants

Brookstone School, Inc.'s Brookstone School, Inc. Retirement Plan reported $20M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,463 in Educational Services (4,024 peers)

Coverage in Georgia

Brookstone School, Inc. Retirement Plan covers 156 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $20M.

#2,463
in Educational Services (4,024 peers)
-0.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $138K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brookstone School, Inc. Retirement Plan's outsized position by total assets

Brookstone School, Inc. Retirement Plan vs every filed plan by assets

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

$20,217,194 Top 23% higher than 77% 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

Brookstone School, Inc. 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. Brookstone School, Inc. Retirement Plan sits mid-pack in the medium band (156 participants).

Form 5500 schedule snapshot

Filing strip 586003670 · Brookstone School, Inc. PY 2022 · Other

Brookstone School, Inc. Retirement Plan · $20M · 156 · 77th

  • BOOK $20M
  • BOOK 156
  • BOOK 77th
  • BOOK Other
  • BOOK near Montgomery Baptist Outreach Services Corporation 403b Plan
  • BOOK ind #2463

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 Georgia →

Brookstone School, Inc. Retirement Plan in the asset neighbourhood

Milken Institute 403(b) Plan$20MThe Amfar 403(b) Retirement PlanThe Amfar 403(b) Retirement …$20MBrookstone School, Inc. Retirement PlanBrookstone School, Inc. Reti…$20MMontgomery Baptist Outreach Services Corporation 403b PlanMontgomery Baptist Outreach …$20M403(b) Thrift Plan for Employees of the San Francisco Food Bank403(b) Thrift Plan for Emplo…$20M
End-of-year total assets ($M) among Brookstone School, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income-$138K
Employer EIN586003670
Plan Effective Date1978-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookstone School, Inc.)

Sponsor-wide plan assets over time

All Brookstone School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 6.256832674207905% vs 2022
2024 filing year
$20M$20.5M$21M$21.5M$22M 202220232024 $20.2M $21.5M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 156 $20M
2023 1 142 $21M
2024 1 150 $21M

Nearby Other Plans in Georgia

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

Brookstone School, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Brookstone School, Inc. Retirement Plan, Total assets ($B): 0.020217194 · Participants: 156Brookstone School, Inc. Retirement PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.453786357 · Participants: 1982Mercer University Defined Contribution Retirement Plan
Brookstone School, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Brookstone School, Inc. Retirement Plan side-by-side with 3 peers →

Brookstone School, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Montgomery Baptist Outreach Services Corporation 403b Plan in AL ($20M); by covered participants it is 401(k) Profit-Sharing Plan for Employees of Royal Home Care Services, Inc in PA (156 participants). Same-state nearby plans are listed separately above.

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 Brookstone School, Inc. Retirement Plan assets move in 2022? ▼
Brookstone School, Inc. Retirement Plan held essentially flat - down 0.7% during 2022, from $20M to $20M. Reported net income was -$138K.
How have Brookstone School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookstone School, Inc.'s sponsor-wide assets grew 6.3%, from $20M to $21M.
Where does Brookstone School, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Brookstone School, Inc. Retirement Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Brookstone School, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Montgomery Baptist Outreach Services Corporation 403b Plan in AL ($20M, 689 participants).
Which Other plans cover a similar participant headcount to Brookstone School, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 401(k) Profit-Sharing Plan for Employees of Royal Home Care Services, Inc in PA (156 participants, N/A 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 586003670.

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.