Other · DOL Form 5500 · 2023

The Briarwood School Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
82
Participants Small participant base
35th
Percentile by assets National rank
$34,082
Avg per participant Low balance/head
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Official DOL plan name: The Briarwood School 403b DC Plan · Sponsored by The Briarwood School · Texas · Educational Services

$3M in assets, 82 participants

The Briarwood School's The Briarwood School 403b DC Plan reported $3M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

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

The Briarwood School multi-year trail

The Briarwood School's plans moved +21.1% in assets from 2022 to 2024; this filing shows The Briarwood School 403b DC Plan at $3M / 82 participants.

#852
in Educational Services (3,735 peers)
+13.8%
assets growth YoY

The Briarwood School 403b DC Plan's mid-pack asset rank among Educational Services and all filers

The Briarwood School 403b DC Plan vs every filed plan by assets

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

$2,794,747 35th percentile higher than 35% 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 Briarwood School 403b DC 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 Briarwood School 403b DC Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Briarwood School 403b DC Plan reported net income rose from -$628K in the plan year 2022 filing to $340K in the plan year 2023 filing.
  • The Briarwood School 403b DC Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Briarwood School 403b DC Plan reported participants rose from 77 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814638450 · The Briarwood School PY 2023 · Other

The Briarwood School 403b DC Plan · $3M · 82 · 35th

  • TYPE $3M
  • TYPE 82
  • TYPE 35th
  • TYPE Other
  • TYPE near Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan
  • TYPE ind #852

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 Texas →

The Briarwood School 403b DC Plan in the asset neighbourhood

Counseling & Recovery Services of Oklahoma, Inc. 403(b) PlanCounseling & Recovery Servic…$3MRappahannock Goodwill Industries, Inc. Retirement PlanRappahannock Goodwill Indust…$3MThe Briarwood School 403b DC PlanThe Briarwood School 403b DC…$3MPat Delvecchio Ins. Agency Inc Profit Sharing PlanPat Delvecchio Ins. Agency I…$3MEarly Learning Coalition of the Nature Coast 403(b) PlanEarly Learning Coalition of …$3M
End-of-year total assets ($M) among The Briarwood School 403b DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Briarwood School multi-year asset trail

Sponsor-wide plan assets over time

All The Briarwood School plans reported in each filing year

Latest sponsor-wide plan assets
$12M 21.123677575234588% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.84M $11.9M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 166 $10M
2023 2 166 $10M
2024 2 185 $12M

The Briarwood School filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$340K
Employer EIN814638450
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

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

The Briarwood School 403b DC Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants The Briarwood School 403b DC Plan, Total assets ($B): 0.002794747 · Participants: 82The Briarwood School 403b DC PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
The Briarwood School 403b DC Plan vs. nearby Other plans in Texas, assets vs. participants
Compare The Briarwood School 403b DC Plan side-by-side with 3 peers →

The Briarwood School 403b DC Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan in OK ($3M); by covered participants it is Legal Aid Society of Nassau County 403(b) Plan in NY (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Briarwood School 403b DC Plan assets move in 2023? ▼
The Briarwood School 403b DC Plan grew at a solid clip - up 13.8% during 2023, from $2M to $3M. Reported net income was $340K.
How have The Briarwood School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Briarwood School's sponsor-wide assets grew 21.1%, from $10M to $12M.
Which Other plans are similar in size to The Briarwood School 403b DC Plan? ▼
Among Other plans in other states, the closest by assets is Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan in OK ($3M, 139 participants).
Which Other plans cover a similar participant headcount to The Briarwood School 403b DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Legal Aid Society of Nassau County 403(b) Plan in NY (82 participants, $3M 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 814638450.

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.