Other · DOL Form 5500 · 2023

The Branson School Retirement Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
94
Participants Small participant base
82nd
Percentile by assets National rank
$387,275
Avg per participant High balance/head
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Official DOL plan name: The Branson School DC Retirement Plan · Sponsored by The Branson School · California · Educational Services

$36M in assets, 94 participants

The Branson School's The Branson School DC Retirement Plan reported $36M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,536 in Educational Services (3,735 peers)

Where The Branson School DC Retirement Plan sits by assets

The Branson School DC Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 94 participants (~$387,275/participant), up 16.3% in 2023.

#2,536
in Educational Services (3,735 peers)
+16.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Branson School DC Retirement Plan's outsized position by total assets

The Branson School DC Retirement Plan vs every filed plan by assets

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

$36,403,889 Top 18% higher than 82% 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 Branson School DC 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. The Branson School DC Retirement Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Branson School DC Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Branson School DC Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • The Branson School DC Retirement Plan reported participants rose from 90 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 940338330 · The Branson School PY 2023 · Other

The Branson School DC Retirement Plan · $36M · 94 · 82nd

  • IND $36M
  • IND 94
  • IND 82nd
  • IND Other
  • IND near Lake Highland Preparatory School 403(b) Plan
  • IND ind #2536

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 California →

The Branson School DC Retirement Plan in the asset neighbourhood

Campaign for Tobacco-Free Kids 403(b) PlanCampaign for Tobacco-Free Ki…$36MAlliant Health Solutions, Inc. 403(b) PlanAlliant Health Solutions, In…$36MThe Branson School DC Retirement PlanThe Branson School DC Retire…$36MLake Highland Preparatory School 403(b) PlanLake Highland Preparatory Sc…$36MGreat Plains Health Alliance Tax Deferred Annuity PlanGreat Plains Health Alliance…$36M
End-of-year total assets ($M) among The Branson School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN940338330
Plan Effective Date1975-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (The Branson School)

Sponsor-wide plan assets over time

All The Branson School plans reported in each filing year

Latest sponsor-wide plan assets
$41M 29.851657854267238% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.3M $40.7M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 90 $31M
2023 1 94 $36M
2024 1 97 $41M

Nearby Other Plans in California

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

The Branson School DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Branson School DC Retirement Plan, Total assets ($B): 0.036403889 · Participants: 94The Branson School DC Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
The Branson School DC Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Branson School DC Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Other by assets is Lake Highland Preparatory School 403(b) Plan in FL ($36M); by covered participants it is Morrow Memorial Home for the Aged, Inc. in WI (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Branson School DC Retirement Plan assets move in 2023? ▼
The Branson School DC Retirement Plan grew sharply - up 16.3% during 2023, from $31M to $36M. Reported net income was $5M.
How have The Branson School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Branson School's sponsor-wide assets grew 29.9%, from $31M to $41M.
Where does The Branson School DC Retirement Plan rank by assets among Form 5500 filers? ▼
The Branson School DC Retirement Plan ranks in the 82nd 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 The Branson School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lake Highland Preparatory School 403(b) Plan in FL ($36M, 384 participants).
Which Other plans cover a similar participant headcount to The Branson School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Morrow Memorial Home for the Aged, Inc. in WI (94 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 940338330.

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.