Other · DOL Form 5500 · 2023

Berkeley Preparatory School, Inc. Retirement Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size: 321
Participants Below avg headcount: 85th
Percentile by assets National rank: $145,112
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

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.

#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.

#2,729
in Educational Services (3,735 peers): +17.3%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Berkeley Preparatory Defined Contribution Retirement Plan's outsized position 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Berkeley Preparatory Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkeley Preparatory Defined Contribution Retirement Plan sits mid-pack in the medium band (321 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

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 →

Form 5500 schedule snapshot

Filing strip 591292802 · Berkeley Preparatory School, Inc. PY 2023 · Other

Berkeley Preparatory Defined Contribution Retirement Plan · $47M · 321 · 85th

SCH $47M
SCH 321
SCH 85th
SCH Other
SCH near New England College DC Retirement Plan
SCH ind #2729

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 Florida →

End-of-year total assets ($M) among Berkeley Preparatory Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$40M
Net Assets (End of Year)	$47M
Net Income	$7M
Employer EIN	591292802
Plan Effective Date	1981-09-14
Filing Status	FILING RECEIVED

Sponsor Plan History (Berkeley Preparatory School, Inc.)

Latest sponsor-wide plan assets: $53M 34.22801742111042% vs 2022; 2024 filing year

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

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
University of Miami Retirement Savings Plan $1.7B · 12,683
Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
The Nemours Foundation Section 403(b) Plan $1.1B · 8,505

Compare Berkeley Preparatory Defined Contribution Retirement Plan side-by-side with 3 peers →

Berkeley Preparatory Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is New England College DC Retirement Plan in NH ($47M); by covered participants it is Amhc Retirement Plan in ME (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

New England College DC Retirement Plan (NH) $47M · 357
Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan (CA) $47M · 854
Kent Denver Country Day School 403(b) Retirement Plan (CO) $47M · 176
Northwestern College 403(b) DC Plan (IA) $47M · 286

Similar participant headcount

Nearest other-state filings by covered participants (321 participants); asset peers above are excluded.

Amhc Retirement Plan (ME) 321 · 0 off
Second Harvest of Silicon Valley 403(b) Plan (CA) 321 · 0 off
403(b) Thrift Plan of Economic Improvement Council, Inc. (NC) 321 · 0 off
Ccr Pension Plan (PA) 321 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).

Which Other plans cover a similar participant headcount to Berkeley Preparatory Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Amhc Retirement Plan in ME (321 participants, $9M in assets).

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.