Other · DOL Form 5500 · 2023
The Briarwood School Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $88,021
- Avg per participant Below avg balance/head
Official DOL plan name: The Briarwood School Tda Plan · Sponsored by The Briarwood School · Texas · Educational Services
$7M in assets, 84 participants
The Briarwood School's The Briarwood School Tda Plan reported $7M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #1,344 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 Tda Plan at $7M / 84 participants.
- #1,344
- in Educational Services (3,735 peers)
- +0.1%
- assets growth YoY
The Briarwood School Tda Plan's mid-pack asset rank among Educational Services and all filers
The Briarwood School Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,393,734 Top 48% higher than 52% of 127,068 filed plans
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 Tda 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 Tda 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
- The Briarwood School Tda Plan reported net income rose from -$1M in the plan year 2022 filing to $8K in the plan year 2023 filing.
- The Briarwood School Tda Plan reported participants fell from 89 in the plan year 2022 filing to 84 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 814638450 · The Briarwood School PY 2023 · Other
The Briarwood School Tda Plan · $7M · 84 · 52nd
- RANK $7M
- RANK 84
- RANK 52nd
- RANK Other
- RANK near Cotraic 403(b) Plan
- RANK ind #1344
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 Tda Plan in the asset neighbourhood
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
| 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) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $8K |
| Employer EIN | 814638450 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
The Briarwood School Tda Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Cotraic 403(b) Plan in PA ($7M); by covered participants it is Mayfield Senior School 403 (B) Plan in CA (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
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.