Other · DOL Form 5500 · 2023

Berkeley Preparatory School, Inc. Retirement Plan

Data updated 2026-08-11

$47M
Total assets
321
Participants
85th
Percentile by assets
$145,112
Avg per participant
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Official DOL plan name: Berkeley Preparatory Defined Contribution Retirement Plan · Sponsored by Berkeley Preparatory School, Inc. · Florida · Educational Services

$47M in assets, 321 participants

Berkeley Preparatory School, Inc.'s Berkeley Preparatory Defined Contribution Retirement Plan reported $47M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 127,072 plans)
  • #2,729 in Educational Services (3,735 peers)

Where Berkeley Preparatory Defined Contribution Retirement Plan sits by assets

Berkeley Preparatory Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $47M for 321 participants (~$145,112/participant), up 17.3% in 2023.

$47M
total plan assets (2023 EOY)
321
covered participants
85th
percentile by assets (of 127,072 plans)
$145,112
avg assets per participant

Where Berkeley Preparatory Defined Contribution Retirement Plan sits by total assets

Berkeley Preparatory Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$46,580,862 Top 15% higher than 85% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berkeley Preparatory Defined Contribution Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Berkeley Preparatory Defined Contribution Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Berkeley Preparatory Defined Contribution Retirement Plan reported participants fell from 330 in the plan year 2022 filing to 321 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Florida
Industry
Educational Services

Berkeley Preparatory Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Berkeley Preparatory Defined Contribution Retirement Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$47M
Net Income$7M
Employer EIN591292802
Plan Effective Date1981-09-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkeley Preparatory School, Inc.)

$35M$40M$45M$50M$55M 202220232024 $39.7M $53.3M ▲ +34.2%
Total plan assets by year, all Berkeley Preparatory School, Inc. plans on file
Year Plans Participants Total Assets
2022 1 330 $40M
2023 1 321 $47M
2024 1 320 $53M

Nearby Other Plans in Florida

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

Berkeley Preparatory Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Berkeley Preparatory…, Total assets ($B): 0.046580862 · Participants: 321Berkeley Preparatory…Baptist Health South…, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South…University of Miami …, Total assets ($B): 1.720804746 · Participants: 12683University of Miami …Orlando Health Retir…, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retir…Defined Contribution…, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution…The Nemours Foundati…, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundati…
Berkeley Preparatory Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Berkeley Preparatory Defined Contributio… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Berkeley Preparatory Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Berkeley Preparatory Defined Contribution Retirement Plan assets move in 2023? ▼
Berkeley Preparatory Defined Contribution Retirement Plan grew sharply - up 17.3% during 2023, from $40M to $47M. Reported net income was $7M.
How have Berkeley Preparatory School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkeley Preparatory School, Inc.'s sponsor-wide assets grew 34.2%, from $40M to $53M.
Where does Berkeley Preparatory Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Berkeley Preparatory Defined Contribution Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Berkeley Preparatory Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is New England College DC Retirement Plan in NH ($47M, 357 participants).

Next read for Berkeley Preparatory Defined Contributio…

Scale reading

Ways to act on Berkeley Preparatory Defined Contribution Retirement Plan's numbers.

  • By total assets, Berkeley Preparatory Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
  • Berkeley Preparatory School, Inc.'s sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591292802.

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.