Other · DOL Form 5500 · 2023

Brookwood School Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
81
Participants Small participant base
79th
Percentile by assets National rank
$364,593
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookwood School 403(b) Retirement Plan · Sponsored by Brookwood School · Massachusetts · Educational Services

$30M in assets, 81 participants

Brookwood School's Brookwood School 403(b) Retirement Plan reported $30M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,386 in Educational Services (3,735 peers)

Where Brookwood School 403(b) Retirement Plan sits by assets

Brookwood School 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 81 participants (~$364,593/participant), up 8.7% in 2023.

#2,386
in Educational Services (3,735 peers)
+8.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Brookwood School 403(b) Retirement Plan's outsized position by total assets

Brookwood School 403(b) Retirement Plan vs every filed plan by assets

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

$29,532,058 Top 21% higher than 79% 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

Brookwood School 403(b) 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. Brookwood School 403(b) Retirement Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookwood School 403(b) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Brookwood School 403(b) Retirement Plan reported participants rose from 67 in the plan year 2022 filing to 81 in the plan year 2023 filing.
  • Brookwood School 403(b) Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042227413 · Brookwood School PY 2023 · Other

Brookwood School 403(b) Retirement Plan · $30M · 81 · 79th

  • EBSA $30M
  • PART 81
  • TYPE 79th
  • NET Other
  • BOOK near Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan
  • VS-ST ind #2386

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 →

Brookwood School 403(b) Retirement Plan in the asset neighbourhood

Foundation for the Carolinas DC PlanFoundation for the Carolinas…$30MBrookwood School 403(b) Retirement PlanBrookwood School 403(b) Reti…$30MSaint Therese and Affiliates Employee Benefit 403(b) Retirement PlanSaint Therese and Affiliates…$29MCommunity Healthcare Network 403(b) PlanCommunity Healthcare Network…$29MColumbia Valley Community Health Retirement PlanColumbia Valley Community He…$29M
End-of-year total assets ($M) among Brookwood School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$2M
Employer EIN042227413
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookwood School)

Sponsor-wide plan assets over time

All Brookwood School plans reported in each filing year

Latest sponsor-wide plan assets
$31M 14.567602582191569% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $27.2M $31.1M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 67 $27M
2023 1 81 $30M
2024 1 81 $31M

Nearby Other Plans in Massachusetts

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

Brookwood School 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Brookwood School 403(b) Retirement Plan, Total assets ($B): 0.029532058 · Participants: 81Brookwood School 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Brookwood School 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Brookwood School 403(b) Retirement Plan side-by-side with 3 peers →

Brookwood School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan in MN ($29M); by covered participants it is American Dental Education Association 403(b) Retirement Savings Plan in DC (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Brookwood School 403(b) Retirement Plan assets move in 2023? ▼
Brookwood School 403(b) Retirement Plan grew at a solid clip - up 8.7% during 2023, from $27M to $30M. Reported net income was $2M.
How have Brookwood School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookwood School's sponsor-wide assets grew 14.6%, from $27M to $31M.
Where does Brookwood School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Brookwood School 403(b) Retirement Plan ranks in the 79th 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 Brookwood School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan in MN ($29M, 1,003 participants).
Which Other plans cover a similar participant headcount to Brookwood School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is American Dental Education Association 403(b) Retirement Savings Plan in DC (81 participants, $26M 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 042227413.

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.