Other · DOL Form 5500 · 2023
Breck School Retirement Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 275
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $380,734
- Avg per participant High balance/head
Official DOL plan name: Breck School Retirement Plan · Sponsored by Breck School · Minnesota · Educational Services
$105M in assets, 275 participants
Breck School's Breck School Retirement Plan reported $105M in total assets and 275 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,189 in Educational Services (3,735 peers)
Coverage in Minnesota
Breck School Retirement Plan covers 275 participants in Minnesota, about 24% of the average Minnesota filer (state average ~1,126 per filing). Assets: $105M.
- #3,189
- in Educational Services (3,735 peers)
- +13.9%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Breck School Retirement Plan's outsized position by total assets
Breck School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$104,701,838 Top 8% higher than 92% 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
Breck 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. Breck School Retirement Plan sits mid-pack in the medium band (275 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Breck School Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Breck School Retirement Plan end-of-year assets rose from $92M in the plan year 2022 filing to $105M in the plan year 2023 filing.
- Breck School Retirement Plan reported participants rose from 266 in the plan year 2022 filing to 275 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 410693894 · Breck School PY 2023 · Other
Breck School Retirement Plan · $105M · 275 · 92nd
- IND $105M
- IND 275
- IND 92nd
- IND Other
- IND near Anmed Health 401(a) Retirement Plan
- IND ind #3189
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 Minnesota →
Breck School Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $13M |
| Employer EIN | 410693894 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Breck School)
Sponsor-wide plan assets over time
All Breck School plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 23.893108190975937% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 266 | $92M |
| 2023 | 1 | 275 | $105M |
| 2024 | 1 | 287 | $114M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
Breck School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Anmed Health 401(a) Retirement Plan in SC ($105M); by covered participants it is Bvcaa, Inc. Retirement Plan in TX (275 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- Anmed Health 401(a) Retirement Plan (SC) $105M · 3,548
- Cayuga Medical Center Retirement Savings Plan (NY) $105M · 1,369
- Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan (WI) $105M · 668
- Ub Foundation Activities, Inc. Retirement Plan (NY) $105M · 408
Similar participant headcount
Nearest other-state filings by covered participants (275 participants); asset peers above are excluded.
- Bvcaa, Inc. Retirement Plan (TX) 275 · 0 off
- Agnes Scott College Defined Contribution Retirement Plan (GA) 275 · 0 off
- St. Vincent De Paul of Baltimore 403(b) Plan (MD) 275 · 0 off
- Greenhill School 403(b) Plan (TX) 274 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.