Other · DOL Form 5500 · 2023

The Brearley School Retirement Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
337
Participants Below avg headcount
93rd
Percentile by assets National rank
$382,229
Avg per participant High balance/head
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Official DOL plan name: The Brearley School Retirement Plan · Sponsored by The Brearley School · New York · Educational Services

$129M in assets, 337 participants

The Brearley School's The Brearley School Retirement Plan reported $129M in total assets and 337 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,278 in Educational Services (3,735 peers)

Coverage in New York

The Brearley School Retirement Plan covers 337 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $129M.

#3,278
in Educational Services (3,735 peers)
+13.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

The Brearley School Retirement Plan's outsized position by total assets

The Brearley School Retirement Plan vs every filed plan by assets

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

$128,811,323 Top 7% higher than 93% of 127,068 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 2023

The Brearley School 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. The Brearley School Retirement Plan sits mid-pack in the medium band (337 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Brearley School Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • The Brearley School Retirement Plan end-of-year assets rose from $113M in the plan year 2022 filing to $129M in the plan year 2023 filing.
  • The Brearley School Retirement Plan reported participants rose from 317 in the plan year 2022 filing to 337 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131623915 · The Brearley School PY 2023 · Other

The Brearley School Retirement Plan · $129M · 337 · 93rd

  • IND $129M
  • EOY 337
  • 5500 93rd
  • ASSETS Other
  • PCT near Scripps College Academic Retirement Plan
  • EIN ind #3278

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 New York →

The Brearley School Retirement Plan in the asset neighbourhood

Xavier University of Louisiana Defined Contribution Retirement PlanXavier University of Louisia…$129MLake County Plasterers & Cement Masons RetirementLake County Plasterers & Cem…$129MThe Brearley School Retirement PlanThe Brearley School Retireme…$129MScripps College Academic Retirement PlanScripps College Academic Ret…$129MIBEW Local 466 Pension Plan$129M
End-of-year total assets ($M) among The Brearley School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$129M
Net Income$16M
Employer EIN131623915
Plan Effective Date1923-01-09
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brearley School)

Sponsor-wide plan assets over time

All The Brearley School plans reported in each filing year

Latest sponsor-wide plan assets
$139M 23.05641415491435% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $113M $139M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 317 $113M
2023 1 337 $129M
2024 1 382 $139M

Nearby Other Plans in New York

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

The Brearley School Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Brearley School Retirement Plan, Total assets ($B): 0.128811323 · Participants: 337The Brearley School Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
The Brearley School Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Brearley School Retirement Plan side-by-side with 3 peers →

The Brearley School Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Scripps College Academic Retirement Plan in CA ($129M); by covered participants it is Community Living Alliance 403(b) Plan in WI (337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (337 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.

Frequently Asked Questions

How did The Brearley School Retirement Plan assets move in 2023? ▼
The Brearley School Retirement Plan grew at a solid clip - up 13.9% during 2023, from $113M to $129M. Reported net income was $16M.
How have The Brearley School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brearley School's sponsor-wide assets grew 23.1%, from $113M to $139M.
Where does The Brearley School Retirement Plan rank by assets among Form 5500 filers? ▼
The Brearley School Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Brearley School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Scripps College Academic Retirement Plan in CA ($129M, 546 participants).
Which Other plans cover a similar participant headcount to The Brearley School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Living Alliance 403(b) Plan in WI (337 participants, $3M 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 131623915.

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.