Other · DOL Form 5500 · 2023
The Branson School Retirement Plan
Data updated 2026-08-11
- $36M
- Total assets
- 94
- Participants
- 82nd
- Percentile by assets
- $387,275
- Avg per participant
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.
- 82nd percentile by assets (of 127,072 plans)
- #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.
- $36M
- total plan assets (2023 EOY)
- 94
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $387,275
- avg assets per participant
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.
The Branson School DC Retirement Plan vs the 2023 asset distribution
By assets, The Branson School DC Retirement Plan outranks 82% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $5M |
| Employer EIN | 940338330 |
| Plan Effective Date | 1975-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Branson School)
| 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
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Branson School DC Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Branson School DC Retirement Plan assets move in 2023? ▼
How have The Branson School plan assets changed over time? ▼
Where does The Branson School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Branson School DC Retirement Plan? ▼
Next read for The Branson School DC Retirement Plan
Scale reading
Ways to act on The Branson School DC Retirement Plan's numbers.
- By total assets, The Branson School DC Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- The Branson School's sponsor-wide assets have grown 29.9% since 2022 across 3 plan years on file. More Educational Services plans