Other · DOL Form 5500 · 2023
Brimmer and May School Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $230,549
- Avg per participant Above avg balance/head
Official DOL plan name: Brimmer and May School Retirement Plan · Sponsored by Brimmer and May School · Massachusetts · Educational Services
$22M in assets, 95 participants
Brimmer and May School's Brimmer and May School Retirement Plan reported $22M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,150 in Educational Services (3,735 peers)
Brimmer and May School multi-year trail
Brimmer and May School's plans moved +35.7% in assets from 2022 to 2024; this filing shows Brimmer and May School Retirement Plan at $22M / 95 participants.
- #2,150
- in Educational Services (3,735 peers)
- +16.3%
- assets growth YoY
Brimmer and May School Retirement Plan's outsized position by total assets
Brimmer and May School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,902,187 Top 26% higher than 74% 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
Brimmer and May School Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brimmer and May School Retirement Plan is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brimmer and May School Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Brimmer and May School Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
DOL schedule card
Filing strip 042103935 · Brimmer and May School PY 2023 · Other
Brimmer and May School Retirement Plan · $22M · 95 · 74th
- BOOK $22M
- VS-ST 95
- BOY 74th
- SCH Other
- EBSA near Hope Hospice and Community Services, Inc. 403(b) Plan
- PART ind #2150
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 Massachusetts →
Brimmer and May School Retirement Plan in the asset neighbourhood
Brimmer and May School multi-year asset trail
Sponsor-wide plan assets over time
All Brimmer and May School plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 35.722952611432646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $19M |
| 2023 | 1 | 95 | $22M |
| 2024 | 1 | 99 | $26M |
Brimmer and May School filing trail (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 042103935 |
| Plan Effective Date | 1964-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Brimmer and May School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Hope Hospice and Community Services, Inc. 403(b) Plan in FL ($22M); by covered participants it is The Charlton School 403(b) Tax Deferred Annuity Plan in NY (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Hope Hospice and Community Services, Inc. 403(b) Plan (FL) $22M · 882
- Lake Erie College Retirement Plan (OH) $22M · 241
- Oak Hall Private School 403(b) DC and Tda Plan (FL) $22M · 140
- American Geophysical Union Tda (DC) $22M · 147
Similar participant headcount
Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.