401(k)
2023 plan-year 401(k) DOL Form 5500

Brehm Preparatory School Defined Contribution Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Brehm Preparatory School, Inc. · Illinois · Educational Services

What the 2023 filing shows

Brehm Preparatory School Defined Contribution Plan holds $6M for 98 participants — about $59,276 per participant, up 14.7% over the 2023 plan year.

$6M
total plan assets (2023 EOY)
98
covered participants
$59,276
avg assets per participant
+14.7%
assets growth YoY
Total Assets (2023)
$6M
Participants
98
State
Industry
Educational Services

What the Filing Says About Brehm Preparatory School Defined Contribution Plan

Brehm Preparatory School Defined Contribution Plan is a 401(k) retirement plan sponsored by Brehm Preparatory School, Inc., headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 98 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 371107721, and the plan has been effective since 2001-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2023 to $6M at year-end — a gain of 14.7%. Net assets (after liabilities) closed the year at $6M, with reported net income of $743K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$743K
Plan Type401(k)
Employer EIN371107721
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brehm Preparatory School, Inc.)

Year Plans Participants Total Assets
2022 1 79 $5M
2023 1 98 $6M
2024 1 76 $6M

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the Brehm Preparatory School Defined Contribution Plan?
As of the 2023 Form 5500 filing, Brehm Preparatory School Defined Contribution Plan holds $6M in total assets with 98 participants. It is sponsored by Brehm Preparatory School, Inc..
What type of plan is Brehm Preparatory School Defined Contribution Plan?
Brehm Preparatory School Defined Contribution Plan is a 401(k) plan. It has been effective since 2001-07-01. The plan is filed with the U.S. Department of Labor under EIN 371107721.
Who sponsors the Brehm Preparatory School Defined Contribution Plan?
Brehm Preparatory School Defined Contribution Plan is sponsored by Brehm Preparatory School, Inc., located in Illinois. The sponsor's EIN is 371107721 and the plan operates in the Educational Services industry.
How did Brehm Preparatory School Defined Contribution Plan perform in 2023?
Brehm Preparatory School Defined Contribution Plan grew by 14.7% during 2023, moving from $5M to $6M in total assets. Net income was $743K.
Where can I find official filings for Brehm Preparatory School Defined Contribution Plan?
Official Form 5500 filings for Brehm Preparatory School Defined Contribution Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 371107721 or plan name at efast.dol.gov.
How does Brehm Preparatory School Defined Contribution Plan compare to other plans?
You can compare Brehm Preparatory School Defined Contribution Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 371107721.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.