Other · DOL Form 5500 · 2023

Renbrook School, Inc. Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
91
Participants Small participant base
78th
Percentile by assets National rank
$313,614
Avg per participant High balance/head
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Official DOL plan name: Renbrook School 403(b) Retirement Plan · Sponsored by Renbrook School, Inc. · Connecticut · Educational Services

$29M in assets, 91 participants

Renbrook School, Inc.'s Renbrook School 403(b) Retirement Plan reported $29M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,354 in Educational Services (3,735 peers)

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

Renbrook School 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 91 participants (~$313,614/participant), up 8.3% in 2023.

#2,354
in Educational Services (3,735 peers)
+8.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$28,538,874 Top 22% higher than 78% 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

Renbrook 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. Renbrook School 403(b) Retirement Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Renbrook School 403(b) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Renbrook School 403(b) Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Renbrook School 403(b) Retirement Plan reported participants fell from 95 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060646702 · Renbrook School, Inc. PY 2023 · Other

Renbrook School 403(b) Retirement Plan · $29M · 91 · 78th

  • EOY $29M
  • 5500 91
  • ASSETS 78th
  • PCT Other
  • EIN near Saint Elizabeth University Defined Contribution Plan
  • RANK ind #2354

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 Connecticut →

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

The Asheville School Retirement PlanThe Asheville School Retirem…$29MKansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity PlanKansas City Art Institute De…$29MSaint Elizabeth University Defined Contribution PlanSaint Elizabeth University D…$29MRenbrook School 403(b) Retirement PlanRenbrook School 403(b) Retir…$29MKatherine Delmar Burke School DC and Tda 403(b) PlansKatherine Delmar Burke Schoo…$28M
End-of-year total assets ($M) among Renbrook 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)$26M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN060646702
Plan Effective Date1964-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Renbrook School, Inc.)

Sponsor-wide plan assets over time

All Renbrook School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 10.440029471287875% vs 2022
2024 filing year
$26M$27M$28M$29M$30M 202220232024 $26.3M $29.1M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 95 $26M
2023 1 91 $29M
2024 1 103 $29M

Nearby Other Plans in Connecticut

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

Renbrook School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Renbrook School 403(b) Retirement Plan, Total assets ($B): 0.028538874 · Participants: 91Renbrook School 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Renbrook School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Renbrook School 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest Other by assets is Saint Elizabeth University Defined Contribution Plan in NJ ($29M); by covered participants it is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Renbrook School 403(b) Retirement Plan assets move in 2023? ▼
Renbrook School 403(b) Retirement Plan grew at a solid clip - up 8.3% during 2023, from $26M to $29M. Reported net income was $2M.
How have Renbrook School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Renbrook School, Inc.'s sponsor-wide assets grew 10.4%, from $26M to $29M.
Where does Renbrook School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Renbrook School 403(b) Retirement Plan ranks in the 78th 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 Renbrook School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Saint Elizabeth University Defined Contribution Plan in NJ ($29M, 334 participants).
Which Other plans cover a similar participant headcount to Renbrook School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants, $45M 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 060646702.

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.