401(k) · DOL Form 5500 · 2023

Brookfield School, Inc. 401(k) Plan

Data updated 2026-08-25

$684K
Total assets Small plan by assets
84
Participants Small participant base
20th
Percentile by assets National rank
$8,142
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookfield - Pinnacle Schools 401(k) Plan · Sponsored by Brookfield School, Inc. · Utah · Educational Services

$684K in assets, 84 participants

Brookfield School, Inc.'s Brookfield - Pinnacle Schools 401(k) Plan reported $684K in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

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

Brookfield School, Inc. multi-year trail

Brookfield School, Inc.'s plans moved +55.1% in assets from 2022 to 2024; this filing shows Brookfield - Pinnacle Schools 401(k) Plan at $684K / 84 participants.

#513
in Educational Services (3,735 peers)
+27.3%
assets growth YoY

Brookfield - Pinnacle Schools 401(k) Plan among the smaller filed plans by assets

Brookfield - Pinnacle Schools 401(k) Plan vs every filed plan by assets

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

$683,899 20th percentile higher than 20% 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

Brookfield - Pinnacle Schools 401(k) 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. Brookfield - Pinnacle Schools 401(k) Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookfield - Pinnacle Schools 401(k) Plan reported net income rose from $45K in the plan year 2022 filing to $147K in the plan year 2023 filing.
  • Brookfield - Pinnacle Schools 401(k) Plan end-of-year assets rose from $537K in the plan year 2022 filing to $684K in the plan year 2023 filing.
  • Brookfield - Pinnacle Schools 401(k) Plan reported participants fell from 90 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942685156 · Brookfield School, Inc. PY 2023 · 401(k)

Brookfield - Pinnacle Schools 401(k) Plan · $684K · 84 · 20th

  • IND $684K
  • EOY 84
  • 5500 20th
  • ASSETS 401(k)
  • PCT near Green Renewable Concepts, Inc. 401(k) Plan
  • EIN ind #513

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 Utah →

Brookfield - Pinnacle Schools 401(k) Plan in the asset neighbourhood

Brookfield - Pinnacle Schools 401(k) PlanBrookfield - Pinnacle School…$684KGreen Renewable Concepts, Inc. 401(k) PlanGreen Renewable Concepts, In…$684KNew Windsor Volunteer Ambulance 401(k) Profit Sharing Plan and TrustNew Windsor Volunteer Ambula…$684KFleet Driver Service, Inc. 401(k) PlanFleet Driver Service, Inc. 4…$684KPediatric Dermatology of Dallas, P.a. 401(k) Plan & TrustPediatric Dermatology of Dal…$683K
End-of-year total assets ($M) among Brookfield - Pinnacle Schools 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brookfield School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$833K 55.12612174923076% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.54M $0.83M ▲ +53.7%
Year Plans Participants Total Assets
2022 1 90 $537K
2023 1 84 $684K
2024 1 38 $833K

Brookfield School, Inc. filing trail (2023)

Total Assets (Beginning of Year)$537K
Net Assets (End of Year)$684K
Net Income$147K
Employer EIN942685156
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Brookfield - Pinnacle Schools 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Brookfield - Pinnacle Schools 401(k) Plan, Total assets ($B): 0.000683899 · Participants: 84Brookfield - Pinnacle Schools 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Brookfield - Pinnacle Schools 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Brookfield - Pinnacle Schools 401(k) Plan side-by-side with 3 peers →

Brookfield - Pinnacle Schools 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Green Renewable Concepts, Inc. 401(k) Plan in CO ($684K); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Brookfield - Pinnacle Schools 401(k) Plan assets move in 2023? ▼
Brookfield - Pinnacle Schools 401(k) Plan grew sharply - up 27.3% during 2023, from $537K to $684K. Reported net income was $147K.
How have Brookfield School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookfield School, Inc.'s sponsor-wide assets grew 55.1%, from $537K to $833K.
Where does Brookfield - Pinnacle Schools 401(k) Plan rank by assets among Form 5500 filers? ▼
Brookfield - Pinnacle Schools 401(k) Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Brookfield - Pinnacle Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Green Renewable Concepts, Inc. 401(k) Plan in CO ($684K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Brookfield - Pinnacle Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants, N/A 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 942685156.

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.